Do you feel that you could use a financial review for the coming year but aren’t sure where to start? Maintaining the financial health of your practice is essential. Whether you are working with a financial planner or managing your own finances, ensuring your goals, budget, and expenses are on track provides peace of mind.
Business Pathways has created a easy-to-follow checklist of recommendations for your financial review to ensure you are on the right path.
Listen to our DocTalks podcast episode featuring Shaun Howe from MNP LLP.
If you are considering working with a financial planner, check out discounted offers from Club MD, where vetted financial services are available.
