Financial Planning For Dentists
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In Residency Pre-Associate
We’ll design a custom student loan plan and help you get started on the right foot forward. You’ll receive a financial strategy, education, and implementation roadmap.
For Associate Dentists
Should you use income-driven repayment plans or refinance your student loans? How does this impact your ability to purchase a home, save for college or buy into a practice?
For Practice Owners
How can you lower your taxes as a practice owner? Should you use a 401k and a cash balance plan? How do you juggle running your practice and personal finances?
Student Loan Planning
We build a customized student loan plan for you. We analyze changes and legislation so you don’t have to.
Tax Planning
We coordinate a multi-year strategic plan to minimize taxes over your lifetime.
Start Your Practice
We empower you to use money as a tool, design your ideal life and start your practice.
Investment Management
We used evidence-based investing to help you reach your goals.
Insurance & Estate Planning
We ensure you have the right documents and coverage in place for your loved ones.
Retirement Planning
We help you maximize each dollar saved towards your financial independence.
Fee-Only Financial Planning Process
Fee Schedule
In Residency, Training, & New Associates
We charge $150-300 per month depending on income. We help you get started on the right foot forward.
Associates & New Practice Owners
We charge a minimum of $6,000 per year for going financial planning and investment management. Investable assets over $600,000 are charged an investment management fee.
Practice Owners With Multiple Locations
We charge a minimum of $10,800 annually for ongoing financial planning, investment management, and practice consulting. Investable assets above $1,00,000 are charged an investment management fee.
Manage Your Money and Get Advice Right From Your Phone
We offer a top-of-the-line portal that can be accessed from your computer or directly through the app. You can view all of your accounts and financial plan at any time to get a clear picture of where you stand.