Learn how our Personal CFO planning service and fee-only pricing model will help you make smarter financial decisions.
Services & Pricing
See how our advisors use Elements® to monitor the most important indicators of your financial health on a recurring schedule.
Elements®
Learn how we build and manage your investment portfolio to capture the long term growth and tax advantages of capital markets.
Investing
What do cows have to do with staying calm in volatile markets? You’re about to find out. On this episode of Dentist Money™ Reese and Ryan provide coaching to help...
Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.
How to Put on a “Happy Face” and Really Mean It – Episode 218
Dental Finance 101: Your Growing Practice Needs Access to Cash
The Pros and Cons of Dental Partnerships – Episode 217
How to Connect Your Profits to a Higher Purpose – Episode 216
Monthly Financial Elements® – Liquidity (Lt)
Dental Economics Editor Explains “How to Make Greater Profits” – Episode 215
Are You the Black Panther, Captain America, or Wonder Woman?
Our Answers to “9 Questions to Ask a Financial Advisor” – Episode 214
A Simple Marketing Secret You Need to Know – Episode 213
Monthly Financial Elements® – Taxes (Tr)
Why There’s More to ROI Than You Think – Episode 212
