Send us a text "Goal-based, Comprehensive Financial Planning" This week's guest, Drew Phillips, provides CPA, business consulting, business and personal financial planning, and investment management services to privately owned dental and medical practice owners.  Drew shares what it means to be a Comprehensive Financial Planner: Accounting-all about the past, what already happened. Finance-forward looking. Process with clients moves in stages: Meet "Base Level Needs" Lifestyle Needs Future/Retirement Needs (where the fun is) Investment/Increased Lifestyle Needs Reach out to Drew here: https://practicecfo.com/team/drew-phillips/ Hosted by Greg Essenmacher Produced by T Door Productions 🔔 Want to stay updated on the latest insights and tips for transforming your dental practice? Sign up for our newsletter by going to this link and get exclusive content and updates straight to your inbox!

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