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Dentist Money

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Dentist Money

All Paid

Foundations
$95 / Month
Organize your financial life and validate your strategy with a CFP professional whenever you have questions
CFP professional coaching
Net worth tracking software
Benchmark data from 1,000s of dentists
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Full Service Planning
$295 / Month
Map out your plan and receive one-on-one guidance from a CFP professional who only works with dentists.
Dedicated CFP professional (unlimited access)
Initial action plan with regular reviews
Quarterly progress reports
Office retirement plan
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Private Wealth Management
1.5% AUM + $1,495/mo with $50k annual cap
Receive proactive guidance from a CFP & CFA duo to implement highly customized investment strategies and protect your wealth.
Dedicated CFP + CFA (unlimited access)
Custom investment strategy
Professional collaboration (CFP, attorney, etc.)
Quarterly practice analytics evaluation
Annual in-person visit
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