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Personal Financial Planning

A lack of effective financial planning is a commonly cited reason for personal financial distress and failure. Learn how to apply sound financial principles that will help optimize your financial well-being and set you on the road to achieving long-term financial success.

  • One-On-One Consultation to Gain Insight In The Following Key Areas:
  • Personal Budgeting
  • Cash Management Strategies
  • Liability and Asset Protection Issues
  • Retirement Planning
  • College Planning For Your Children
  • Insurance Analysis
  • Debt Reduction
  • Personal Savings
  • Estate Planning
  • Building Wealth
  • Identify Long-Range and Short-Range Personal Financial Goals and Develop Action Steps to Achievement

Manage financial complexities with increased confidence and less stress by following your own personal financial “roadmap.”

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Tell us about your practice and the support you need. We’ll review your information and reach out to schedule a complimentary 30-minute consult to discuss how our team can help you.

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Here’s What Other Practices Say

Tina English
    Tina English

    Practice Manager / Matthews Internal Medicine

    We have worked with Healthcare Management for several years now. They have been able to help us evolve from having a large turnover in staff to functioning with a dedicated, well-trained staff. They helped with the hiring process, training, and salary negotiations. They are always available to answer any questions that happen to arise running a busy Internal Medical Practice

    David A. Burchett
      David A. Burchett

      Administrator / Sumter Pediatrics, P.A.

      Healthcare Management Consultants always provide the very best of service! We have worked with them for a number of years and they are always willing to help with even the smallest of HR issues in a prompt and professional manner.

      Sa’Vonna S. Staton
        Sa’Vonna S. Staton

        Practice Administrator / Carolina Specialty Care, PA

        I have had the most outstanding experience working with Healthcare Management Consultants! The knowledge and expertise that they have brought to our practice is irreplaceable. The relationship with Healthcare Management Consultants is indescribable. I am truly honored to work with such a great group of people.

        April LeClear, Office Manager & Marc Carruth, M.D.
          April LeClear, Office Manager & Marc Carruth, M.D.

          Carolina Skin Surgery Center

          Working with Healthcare Management Consultants has been a great experience. We appreciate the level of expertise that they bring to the table, their willingness to assist us as quickly as possible, and their ability to coach us through any HR situation.

          201 E. Innes St. Suite 101
          Salisbury, NC 28144

          Phone: (704) 636-7828
          Fax: (704) 633-8433

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