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
If you could imitate a secret ingredient to Warren Buffett’s investment success, would you do it? Warren Buffett is considered a superstar investor and he is probably the most well-known...
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.
Expect the Unexpected: How Smart Dentists Manage Risk
Are You Prepared for Your Day of HIPAA Reckoning? with Danielle Mckinley – Episode 283
A Year in the Life of a Dentist Advisors Client – Episode 282
Why Saving 10% Won’t Be Enough for Dentists
Golden Nacho Advice from Dr. Paul Goodman – Episode 281
How to Create Team Alignment and Practice Profitability
The Laws of Liquidity – Episode 280
4 Unsexy Truths of Comprehensive Financial Planning – Episode 279
How Much Cash You Should Hold Onto Right Now
When it Makes Sense to Buy Your Practice Location – Episode 278
The Top 5 Mistakes Practice Owners Make – Episode 277
How to Hire and Develop Your Dental Practice A-Team
