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.
How Coaching Sessions Work:
- Submit a payment to reserve your 1:1 coaching session with a CFP® advisor
- Enter questions/topics you want to discuss.
- Book a 60-min meeting time on our calendar that works best for you
- Upload any related documents and/or investment account statements, update your Elements app (recommended but not required), and conduct your coaching session over Zoom.