Financial Checkup with a CFP® Advisor

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.

Your membership includes one financial checkup per year. Additional financial checkups are $395 per session. 

How Financial Checkups Work:

  1. Enter questions/topics you want to discuss.
  2. Book a 60-min meeting time on our calendar that works best for you.
  3. Upload any related documents and/or investment account statements, update your Elements app, and conduct your financial checkup over Zoom.
  4. Receive a follow up email with recommendations and action items.