Questions? Use the Contact Us form at the bottom of this page, or give us a call at 833-DDS-PLAN.
Service Features
Financial Coaching Sessions
Financial Coaching Sessions
Sit down with one of our advisors and ask your investment and planning questions.
Topics may include your investments, debt strategy, taxes, retirement plan, insurance, real estate, cash flow, or anything else related to your financial life.
For the best results, before each coaching call, make sure your Elements® app is up to date. This will help the CFP® professional on your call deliver more personalized, data-driven advice.
Advisor Question Portal
Advisor Question Portal
The Advisor Question Portal is your way to get questions answered on demand! You can use the button to submit your question and our advisor team will get back to you as soon as possible.
Examples of questions you could ask:
- “What factors should I consider before choosing between a traditional 401(k) and a Roth 401(k)?”
- “What is the average savings rate for a 40 year old dentist?”
- “Do you know any CPAs who work with a lot of dentists?”
- “Is there a good rule of thumb for life insurance coverage?”
- “How many months of personal spending do you typically recommend keeping in an emergency fund?”
- “Do you recommend any books that will help me learn the fundamentals of financial planning?”
Elements® Financial Monitoring App
Elements® Financial Monitoring App
Originally developed at Dentist Advisors, the Elements Financial Monitoring App allows you to:
- See all your financial accounts in one place
- Measure your financial health through a scorecard of key indicators
- Track your progress through quarterly reports
Because the Elements app is a two-sided platform, our advisors (with your permission) can also access your scorecard and offer personalized insights during your Financial Coaching Call.
