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Member Benefits
The Dentist Money™ Membership is a proven suite of resources that give you a flexible self-paced way to organize your financial life, invest for the future, and get dentist-specific financial advice whenever you need it.
All from the team that brought you the Dentist Money Show!
Elements® Financial Planning App
Elements® Financial Planning App
The cornerstone of the Elements Financial Planning System (originally developed by Dentist Advisors), this mobile app allows you to track changes in your net worth and monitor your holistic financial health through a unique scorecard of financial indicators.
1:1 Coaching Sessions ($595)
1:1 Coaching Sessions ($595)
Members may purchase individual coaching sessions and portfolio reviews with one of our dentist-specific financial advisors who is certified in the Elements Financial Planning System. Sessions include pre- and post- call support and may be scheduled from within your member portal.
Study Club
Study Club
Members can request a virtual or in-person CE approved presentation from a member of the Dentist Advisors advisor team. It can be 1:1 or with as many of your friends or colleagues that you would like to invite.
You can request a specific topic or allow our team to choose one for you!
Automated Investment Management (0.50%)
Automated Investment Management (0.50%)
Investment and retirement accounts through our robo-advisor partner, using custom portfolio models created by Dentist Advisors. (0.5% AUM fee billed quarterly)
Approved Partner Directory
Approved Partner Directory
You’ll have access to a vetted a list of dental industry professionals (CPAs, practice coaches, attorneys, software providers, transition consultants, lenders, etc.) approved by Dentist Advisors.
Benchmark Reports
Benchmark Reports
See how you compare with other dentists in a similar career stage, specialization, and who share similar financial characteristics. We report on a variety of metrics such as personal income, practice profitability, savings rate, debt rate, net worth, insurance coverage.
Virtual Members-Only Huddles
Virtual Members-Only Huddles
Each quarter, we host financial advisors and other professionals who provide updates and commentary about current events such as market conditions, tax policy, media headlines, and dental industry trends.
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.
Private Facebook Discussion Group
Private Facebook Discussion Group
Join thousands of dentists around the country in discourse, polls, Q&A and Facebook lives from the Dentist Advisors team. Membership is on approval basis only which keeps the group exclusive and dental oriented.
Sample Elements® performance summaries
(Click images to view full PDFs)
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