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CFP® Advisor Coaching Session

As a Dentist Money Member, you can schedule time to meet with one of our CERTIFIED FINANCIAL PLANNER™ professionals on a pay-per-session basis. 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.


per session

Click to schedule your 1:1 coaching session with a dental-specific CFP® advisor.


How Coaching Sessions Work:

  1. Submit a payment to reserve your 1:1 coaching session with a CFP® advisor
  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 (recommended but not required), and conduct your coaching session over Zoom.
  1. Receive a video recording of your session and a PDF summary of recommendations and action items