See the financial effect of a practice decision before you make it.
Change workload, compensation or overhead and the entire dashboard responds. Save only the scenario worth keeping.
Active scenario
Scenario (copy)
Gross billings
$665,998
Annual practice revenue
Household take-home
$14,428
$173,133 per year
Retained in corporation
$234,968
35.3% of gross billings
Total tax
$105,908
15.9% effective rate
Flow
Where the practice revenue goes
A single visual path from gross billings through clinic costs, compensation, tax and retained earnings.
Model
Change assumptions directly
Use the fast controls for the variables that matter most. Advanced assumptions stay available without cluttering the main view.
Working assumptions
Changes remain temporary until you save the scenario.
Clinical days / week
Saved 4.5 d
Patients / day
Saved 40
Billable hours / day
Saved 10 h
Physician salary
Saved $200,000
Spouse salary
Saved $50,000
Overhead rate
Saved 23.0%
Decision tools
See the trade-offs, not just the totals
The charts below respond to the same working scenario so salary, workload and long-term effects remain connected.
Salary trade-off
Move salary and watch household cash and corporate retention change together.
Take-home / yr
$173k
Corp retained
$235k
Total tax
$106k
10-year corporate trajectory
A long-range view that redraws with your working assumptions.
Projected year 10 assets
$2.8M
Workload sensitivity map
Select a cell to apply that days/week and patients/day combination.
Planning path
A simple order of operations
Practice
Optimize workload, billing and overhead.
Compensation
Set household salary and corporate retention.
Investing
Direct surplus into the corporate portfolio.
Goals
Test housing, wealth and retirement targets.
Compare
Saved scenarios side by side
Use saved scenarios as real alternatives instead of trying to remember what changed between versions.
Scenario (copy)
57.0 hrs/week
Take-home
$173k
Tax rate
15.9%
Practice snapshot
Operational context
A compact view of the workload and clinic-cost assumptions sitting underneath the financial result.
Work week
57.0 h
Patients / year
8,280
Clinic cost load
21.6%
Tracked expenses
$0/mo
Workspace status
Saved scenario and dashboard match.
Move any control above to create a temporary working version without disturbing the saved baseline.
Tools
Your physician financial toolkit
Each module has a specific role. The hub keeps the full workflow connected without forcing every task into one screen.
Core
Income Planner
Workload, billings, overhead, salary, tax and retained earnings.
Wealth
Practice Wealth
Net worth, housing, spouse planning and long-term wealth decisions.
Invest
Corporate Investments
Cash reserves, contributions, holdings and investment rules.
Retire
Retirement Plan
Retirement capital, withdrawals, tax efficiency and long-term strategy.
Practice
Payment Models
Compare Canadian family-medicine payment structures and practice fit.
Costs
Practice Expenses
Track recurring clinic costs and your true operating burden.
Reference library
Supporting education stays separate from the core planning workflow.
Planning tool only. Verify tax, legal, accounting, billing and investment decisions with appropriate professional and provincial sources.