When we get to August in the P.E.A.K Process® we transition from spending to saving. Understanding how much of the income our dental professionals are generating and putting into long term productive asset ownership is a key indicator for how successful their plan will be. For our client however it is not about just saving “more” it’s the balance between saving enough and living a great life now. For this we find value in knowing what our savings rate is and how we can predetermine long term success and balance near term joy. 

Deliverables: A clear Savings Rate number, the change from one year prior, a review of their goal on this number, the metrics from other Dental Professionals in their Cohort.

Meeting Cadence: Asymmetric