Holistic Financial Success: Uncover the key performance indicators (KPIs) that drive both your dental practice's success and your personal financial well-being. Learn how to align business growth with personal financial goals.
Integrated Strategies: Understand how to blend personal financial planning with your business strategy. Develop a cohesive plan that supports both professional and personal aspirations.
Proactive Tax Planning: Stay ahead of tax obligations with proactive strategies. Learn how to minimize liabilities and maximize savings for both your practice and personal finances.
Order of Implementation: Discover the step-by-step process to effectively implement financial planning strategies. Prioritize actions to ensure consistent progress in both your practice and personal financial health.
Expert Guidance and Collaboration: Gain insights from a CFP who specializes in working with Dentists around the country.
Course Objectives
Simplify your financial planning
Proactive planning outcomes
Vision for your financial plan
Steve Kuza
With over 15 years of experience in the financial planning industry, Steven Kuza] is a Certified Financial Planner (CFP) dedicated to helping dentists and business owners achieve their financial goals. Specializing almost exclusively in this niche, Steven has developed a deep understanding of the unique challenges and opportunities faced by these professionals. Kuza Wealth is passionate about the firm's mission to provide clients with financial clarity, empowering them to be bold and make great decisions in both their personal and professional lives.
Outside of work, Steven cherishes time spent with family. Married to the beautiful Sarah, they are proud parents of three wonderful children.