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.
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.
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.
We help you maximize each dollar saved towards your financial independence.
Fee-Only Financial Planning Process
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 $500 per month for going financial planning and investment management.
Practice Owners With Multiple Locations
We charge $900 per month for ongoing financial planning, investment management, and practice consulting.
If your net worth is above:
$2,000,000 +$200 per month
$5,000,000 + $500 per month
$10,000,000 +$1,000 per month
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.