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.
Are You Smart? Or Did You Just Get Lucky? – Episode 205
Scary Tales of a Dentist’s Financial Troubles – Episode 204
Here’s How to Control Your Spending Without Budgeting – Episode 203
Tax Savings Strategies for the New Tax Code – Episode 202
Monthly Financial Elements® – Financial Independence (Tt)
Monthly Financial Elements® – Personal Spending (Br)
Why in the World Would I Hire a Financial Advisor? – Episode 201
A Quick Look Back and a Long Look Forward – Episode 200
What Real Estate Will Cost You in Real Dollars – Episode 199
A 40,000 Foot View of Your Practice – Episode 198
What You Can Learn About Finance from Downton Abbey
By Reese Harper
