Prosperity Design Assessment/Dental - With Report
  • Date
     - -
  • Format: (000) 000-0000.

  • Identify potential vulnerabilities that could impact your future.  Evaluate where you stand in crucial aspects of your life – from career and relationships to financial security.  Take a moment for self-discovery with our exclusive self-assessment tool.  Get ready to pave the way for a more intentional and fulfilling future!

    Attention Associates! There are some statements that are related to the business/financial aspects of the Practice. Use the "Associate" option for these responses.

    • Personal & Family Security 

    • Personal & Family Security

    • I have a contingency plan for my family and my Practice that my spouse will follow in the event of my death or if I become incapacitated.
    • I know that my trust and will are up to date and structured properly to protect my family from being drained financially?
    • My life insurance strategy not only provides financial support upon my death but also serves as a wealth-building tool during my lifetime.
    • Financial Confidence & Retirement 

    • Financial Confidence & Retirement

    • I have additional streams of income in place to supplement my dental income.
    • I am confident my retirement plans will provide me with the lifestyle I want when I retire.
    • I have no doubt my current path will provide me with the financial freedom to live the lifestyle I want after dentistry.
    • My documented tax planning significantly reduces my taxes.
    • Practice Finances & Cash Flow 

    • Practice Finances & Cash Flow

    • I maintain a three-month operating reserve fund to offset any unforeseen business interruptions.
    • I manage my monthly cash inflows and outflows 6–12 months ahead to anticipate and plan for future needs.
    • I am confident that a monthly review of my P&L is improving my margins.
    • Operations & Efficiency 

    • Operations & Efficiency

    • My dental supplies are purchased at the lowest cost with the highest efficiency.
    • I use a patient payment process with a 99% collection rate at no cost to the Practice.
    • My reimbursement schedules from insurance providers allow me to achieve my profit goals.
    • I have reviewed or negotiated my insurance reimbursement schedules within the last twelve months.
    • Strategic Practice Growth 

    • Strategic Practice Growth

    • I focus on my most highly profitable services and have been able to earn more while working less.
    • I am considering shifting from an insurance payment model to fee-for-service.
    • Well-Being & Fulfillment 

    • Well-Being & Fulfillment

    • I have never experienced stress, anxiety or burnout at any point during my dental career
    • My typical day strikes the perfect balance of being healthy, having strong family relationships and a rewarding Practice.
    • The Basics 

    • The Basics

    • I have a written plan to be as successful as I want to be for myself.
    • I have a written plan to be as successful as I want to be for my family.
    • I have a written plan to be as successful as I want to be for my Practice.
    • I have a written plan to be as successful as I want to be for my Finances.
    • I have a written plan to be as successful as I want to be for my Future.

    • Thank you for taking the Prosperity Assessment. You have taken the important first step to design the prosperity you want in every aspect of your life, focusing on your personal well-being, family relationships, personal/practice finances, and your future.

      Our team will send you a complimentary Prosperity Assessment Overview based on your responses.  You will receive an email with next step options.

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