$79/mo
(billed annually)
Click for instant access to dentist-specific financial resources and tools.
The Dentist Money Membership offers a proven suite of resources to help you stay organized, invest for the future, and get professional input to support your self-directed financial plan.
Elements® Financial Monitoring App
Elements® Financial Monitoring App
Originally developed at Dentist Advisors, the Elements Financial Monitoring App allows you to:
- See all your financial accounts in one place
- Measure your financial health through a scorecard of key indicators
- Track your progress through quarterly reports
Because the Elements app is a two-sided platform, our advisors (with your permission) can also access your scorecard and offer personalized insights during your Annual Financial Checkup.
Automated Investment Management (0.5% AUM)
Automated Investment Management (0.5% AUM)
Easily open and manage investment accounts through our robo-advisor platform and use custom portfolio models created by Dentist Advisors. The annual investment fee is 0.5% of assets under management (billed quarterly).
CE Trainings
CE Trainings
Membership includes on-demand access to an ever-growing body of content—podcasts, webinars, guest speakers, and more—all approved for continuing education credit.
Annual Financial Checkup (1 hour session)
Annual Financial Checkup (1 hour session)
Sit down with one of our advisors for 60 minutes every year, and ask your investment and planning questions.
Topics may include your investments, debt strategy, taxes, retirement plan, insurance, real estate, cash flow, or anything else related to your financial life.
For the best results, before each financial checkup, make sure your Elements® app (included with your Dentist Money Membership) is up to date. This will help the CFP® professional on your call deliver more personalized, data-driven advice.
Helpdesk Support
Helpdesk Support
For factual questions (not personalized advice), contact our helpdesk via chat or email and get a response within 48 business hours.
Examples of questions you could ask through the helpdesk:
- “What factors should I consider before choosing between a traditional 401(k) and a Roth 401(k)?”
- “What is the average savings rate for a 40 year old dentist?”
- “Do you know any CPAs who work with a lot of dentists?”
- “Is there a good rule of thumb for life insurance coverage?”
- “How many months of personal spending do you typically recommend keeping in an emergency fund?”
- “Do you recommend any books that will help me learn the fundamentals of financial planning?”
Quarterly Clients-Only Huddles
Quarterly Clients-Only Huddles
Each quarter, our financial advisors and other professionals provide updates and commentary about current events such as market conditions, tax policy, media headlines, and dental industry trends.
