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.
Bad Decisions? Bad Luck? Or Both? – Episode 260
What Dentists Want to Know — Listener Q&A #18 – Episode 259
How Will the Economics of 2020 Affect Your Taxes? – Episode 258
Why Uncertainty May Be Your Startup Opportunity – Episode 257
What History Says About Elections and Markets – Episode 256
What Dentists Want to Know — Listener Q&A #17 – Episode 255
Do Your Favorite Song Lyrics Lead to Mo’ Money or Mo’ Problems? – Episode 254
How the Practice Whisperer Became a Top 1% Owner – Episode 253
Why Dentists Underestimate Their Income, and Why that Matters – Episode 252
4 Financial Signals that Can Distract You from Accumulating Wealth – Episode 251
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
