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.
Does Spending Drive Financial Planning for a Dentist?
Is There a Right Way for a Dentist to Approach Debt?
How a Dental-Specific Advisor Can Give You an Advantage – Episode 250
The Big Money Decisions that Don’t Go Away in Retirement – Episode 249
Monthly Financial Elements® Webinar – Equity Rate (Er)
How to Offer Amazon Prime-like Services to Your Patients – Episode 248
What Dentists Want to Know — Listener Q&A #16 – Episode 247
Is Third-Party Financing Hurting Your Bottom Line? – Episode 246
Are Fears the Dollar is Declining Well-Founded?
Inflation Worries, Declining Currency, and the Tooth Fairy – Episode 245
Do These 3 Things to Reboot Your Team post-COVID – Episode 244
