Bronze

$15 / Month

Access to free educational content and a community of dental industry professionals and DA updates, insights, benchmark data, and dental industry discounts.

Free Plan Features:

  • Podcast
  • Partner Directory
  • CE webinars
  • CE dinners / workshops
  • Articles / blog posts
  • Free consultation
  • Facebook discussion group
  • Financial calculators
  • Monthly newsletter

Bronze Plan Features:

  • Monthly market updates (Rabih Webinar)
  • Quarterly member-only huddles
  • Spreadsheets / workbooks
  • Dental industry discounts
  • Annual benchmark report

Silver

$95 / Month

Tools to organize your financial life with anytime access to CFP advisors whenever you have questions or want to validate your strategy

All Bronze Features Plus…

  • Automated onboarding
  • Annual financial checkup
  • Ad hoc financial checkups @ $195
  • Anytime advisor chat
  • eMoney
  • Riskalyze
  • Betterment @ 0.5% AUM
  • 50% Dentist Money Summit Discount
  • 50% Mastermind Group Discount
  • 50% Masterclass Discount

Gold

$595 / Month

Personalized, full-picture planning with a dedicated CFP advisor and a CFA to manage your portfolio

All Silver Features Plus…

  • 1:1 CFP advisor (unlimited access)
  • Coaching (investing, debt strategy, charitable giving, estate plan coordination, insurance, cash flow, real estate, tax, etc.)
  • CFA-managed portfolio @ 0.95% AUM
    (Option to use Betterment @ 0.5% AUM)
  • Quarterly net worth reports
  • Annual Pr and Pt analysis
  • 2-3 scheduled meetings per year
  • Professional collaboration
  • Free Mastermind Group
  • Free Masterclass Series
  • DSO deal consulting @ $125/hr
  • Transitions consulting @ $125/hr
  • Real Estate consulting @ $125/hr

Titanium

$1,495 / Month

Highly customized wealth management with a senior advisor to navigate private investments, practice analytics, transitions, DSO offers, real estate, estate planning, and coordinated efforts with other professionals.

All Gold Features Plus…

  • Senior Advisor + CFA + Dedicated Associate
  • Annual in-person visit
  • Quarterly practice analytics review (i.e. Dental Intel, Dentrix, etc.)
  • Private investment strategy
  • DSO deal consulting (included)
  • Transitions consulting (included)
  • Real estate consulting (included)
  • Estate plan management
  • Proactive / scheduled professional collaboration / partner intros / joint meetings
  • Free Annual Summit + private luncheon