CFP® Advisor Annual Financial Checkup

As a Dentist Money Member, you can schedule time to meet with one of our CERTIFIED FINANCIAL PLANNER™ professionals. This is a great way to consult with a dental-specific advisor about your financial plan, avoid common mistakes, and be confident in your decisions as you navigate the complexities of personal and practice finance.

Click to schedule your 1:1 financial checkup with a dental-specific CFP® advisor.


How Financial Checkups Work:

  1. Enter questions/topics you want to discuss.
  1. Book a 60-min meeting time on our calendar that works best for you
  1. Upload any related documents and/or investment account statements, update your Elements app, and conduct your coaching session over Zoom.
  1. Receive a PDF summary of recommendations and action items