Yes, you actually can and the investment is only a couple of hours per year. How do you do it? Keep up with your annual reviews.
Dentist, Doctor, Attorney, Accountant, Insurance Broker, etc. Yes in most instances there is a “preventative maintenance” feature to all of these. Factually they all save you in the long run and when it comes to the accountant and insurance broker you should be able to profit from these meetings in the short term.
So with the dentist and the doctor you go in and get a cleaning or a physical and hope things go fine. If they do you have saved an expense and possibly prevented a larger one. Not to mention you are healthy which is priceless!!
Now when it comes to the accountant or insurance broker a little thought goes a long way. Keeping up with your accountant is critical to not paying more than you need to and hopefully getting a refund. Same thing with the insurance guy/gal are they planning or just giving you a quote? Can you be made more attractive to the companies they have? Are they looking at all options? Have you completed any safety courses?
Bottom line is you add up all your potential annual check ups and there are thousands of dollars at stake.