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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.

$595

per session

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

SCHEDULE COACHING SESSION

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