Questions? Use the Contact Us form at the bottom of this page, or give us a call at 833-DDS-PLAN.
Service Features
Annual Financial Checkup
Annual Financial Checkup
Sit down with one of our advisors for 60 minutes every year, 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 financial checkup, make sure your Elements® app (included with your Dentist Money Membership) is up to date. This will help the CFP® professional on your call deliver more personalized, data-driven advice.
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 Annual Financial Checkup.
Anytime Advisor Chat
Anytime Advisor Chat
The Anytime Advisor Chat is your way to get questions answered on demand! You can use the pop up window in the bottom right corner to submit your questions anytime. If our advisors are not available to chat, you will receive an email back within 24 hours!
Examples of questions you could ask through the chat:
- “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?”
Automated Investment Management (Optional)
Automated Investment Management (Optional)
Easily open and manage investment accounts through our robo-advisor platform and use custom portfolio models created by Dentist Advisors. The annual investment fee is 0.5% of assets under management (billed quarterly).
