How Does This Work?
Our top priority is to ensure that you feel heard, understood, and confident in our ability to address your financial concerns.
By investing in our partnership, we aim to increase the likelihood of accomplishing your financial goals while building a trustworthy and likable relationship.
We Do Our Best Work With
We empower associate dentists to confidently pay back student loans and manage their finances. We’re experts in helping you purchase a home or a dental practice.
Dental Practice Owners
We help practice owners understand what money is coming out of their practice and show them how to optimize those dollars to maximize their wealth.
Other Dental Advisors
We coordinate with your dental-focused CPAs, attorneys, insurance agents, and consultants to ensure you’re getting the best advice for all aspects of your financial life.
Step 1: Complimentary Introduction Meeting
(Phone or Zoom) 30-60 minutes
We meet for about 45 minutes to get to know each other and make sure our expertise matches your needs.
The purpose is to get to know you, your goals, concerns, and your financial situation.
Step 2: We Email You a Proposal
You can review a sample summary and our service model.
After our initial discussion, we provide you with a comprehensive summary of our services, recommend the ideal plan for you, and provide an estimated fee should you choose to become a client.
Our goal is to ensure you clearly understand our offerings and can make an informed decision.
Step 3: Think It Through
Ready to enhance your financial life? Consider these essential questions:
– Are we feeling heard and understood?
– Do we trust that Arch Financial Planning can effectively address our financial concerns?
– Will investing in this partnership increase our chances of achieving our goals?
– Does Arch Financial Planning exhibit credibility, trustworthiness, and likability?
Our Ongoing Service Model & Process
Step 1: Sign the Client Agreement
We both sign our client agreement that outlines our services and fees.
We kick-off our onboarding process to become a client!
Step 2: Discovery Meeting
(Zoom, Phone Call, or In-Person)
We need to diagnose before we can prescribe.
We will learn more about your family and financial goals.
We will collect additional data, ask important questions, and get clear on your retirement needs or student loan concerns.
Step 3: Organize Your Financial Life & Explore Possibilities
Understand where you are.
We apply our expertise to what we’ve discovered about you!
Your financial assessment will be guided by your answers to our questions, along with the documents you provide.
We apply our expertise and understanding of who you are to analyze your situation and demonstrate how we answer these critical questions for you:
- How should you tackle your student loans?
- Are you on track to reach your long-term goals?
- How can your tax bill be reduced?
- How can your investments be improved?
Step 4: Plan & Analysis Delivery
(Zoom, Phone Call, or In-Person)
90 Minute Meeting
We present your customized plan with actionable steps to you.
We will detail all investment, tax, and retirement planning strategies you can deploy.
Sometimes this meeting can run longer if you want to review other scenarios. We are happy to work with you!
Step 5: Implement & Monitor.
Our ongoing services.
We help you implement the financial plan.
Whether it’s opening and funding investment accounts or coordinating the latest tax move with your CPA, we’ve got your back.
We will meet at least 2-4 times per year to review the plan after it’s delivered. Plus, we’re on call when you need us most.
Associates Looking To Become Owners
We charge $325-425 per month, depending on income and household size. 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.
|Assets Under Management
|Annual Advisory Fee
|$600,000 – $2,000,000
|$2,000,001 – $3,000,000
|$3,000,001 – $5,000,000
|$5,000,000 – $10,000,000
|$10,000,001 and Above
Who Should Schedule A Call
Schedule A Call If:
- You want to work with an advisor in an ongoing capacity.
- You’ve thoroughly read through our website and understand our value proposition.
- You understand our fee schedule and are ready to receive value that far exceeds our fees.
Don’t Schedule A Call If:
- You aren’t sure if now is the time to hire an advisor in an ongoing capacity.
- You haven’t read through our services and fees.
Ready to Chat?
Don’t hesitate to reach out to us!
Still Have Questions?
Check out our interview with Dr. Paul Goodman to learn more about us as a key resource to the dental community.