Feature

Podcast

Partner Directory

CE webinars

CE dinners / workshops

Articles / blog posts

Free consultation

Facebook discussion group

Financial calculators

Monthly newsletter

Monthly market updates (Rabih Webinar)

Quarterly member-only huddles

Spreadsheets / workbooks

Dental industry discounts

Annual benchmark report

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

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

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

Free / Gated

DA Membership

Financial Foundations

Full Service Planning

Private Wealth Management