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Earn Your First $1M -
Keep More of It

Most New ODs lose six figures to taxes & bad money moves. You don't have to.

Your first year as an OD sets the tone for your entire career.


This free checklist walks you through the exact steps to structure your practice, protect your income, pay less tax, and build wealth faster - so you can focus on patients, not paperwork.

✔️ Structure your business to save thousands in taxes.

✔️Protect your income so nothing derails your career.

✔️Tackle student debt strategically without draining your cash flow.

✔️Invest through your corporation for maximum long-term advantage.

✔️Build clean, stress-free financial systems from day one.

The financial decisions you make this year will shape your next decade. Don’t wait until tax season to find out what you missed.

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Kristi Allan, CFP, CLU
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403-350-5987

Based out of Calgary, AB

Licensed in ON and AB

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© 2023 Kristi Allan and secured by Wix 

 

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