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.
Is Your Advisor a Data Nerd or Just Taking Your Word? – Episode 238
The Stress Test: How Enduring Volatile Markets Leads to Success – Episode 237
The Marketing “Don’ts” that are Killing Your Practice? – Episode 236
What Dentists Want to Know — Listener Q&A #15 – Episode 235
How to Determine if Your Retirement Goals Are on Track – Episode 234
The #1 Reason You Should Have a Qualified Retirement Plan – Episode 233
What Dentists Want to Know — Listener Q&A #14 – Episode 232
What COVID Has Revealed About Investor Biases – Episode 231
Before You Defer Your Mortgage Payments, Listen to This – Episode 230
Insurance: What You Need and What You Don’t – Episode 229
Can You Keep Your Cool When Things Ain’t Cool? – Episode 228
How Dentistry Will Likely Change in the Aftermath of COVID-19 – Episode 227
