Associate Dentist Financial Planning
Planning For The Future
As you continue to grow in your career, it is important that your net worth is growing proportionately.
Often times, dentists can be lulled into a false sense of security by thinking that maxing out their employer retirement plan is enough for a successful retirement. Unfortunately, that is not always true.
With a financial plan, we can determine the target savings amount for financial independence and find ways to improve your current financial habits to make saving for the future much more attainable.
Financial Planning Features
Unlimited Access To Your Own CFP® Professional Advisor
No limit to the number of hours it takes for you to understand your financial plan
Semi-Annual Virtual Meetings
A lot of progress can be undone in between annual reviews. The 6 month reviews help keep people on track
Personal Financial Dashboard
Online access to your own personal financial dashboard to help organize your financial situation
Retirement Planning with Scenario Testing
Customize your own retirement plan based on your financial goals and stress test its assumptions to determine an overall likelihood of success
Financial Decision Modeling
Create financial models that help you understand how a financial decision can positively or negatively impact your net worth overtime
Kid's Education Planning
Understanding the different education savings accounts available to you and determine which is best for your family
Student Loans/ Debt Management
Figuring out which repayment plan or refinance plan can save you money or free up monthly cash flow
Cash Flow Budgeting
Know how much of your income should go towards taxes, student loans, other debts, savings, investment accounts, and personal spending
Employer Benefits Review
Get the most out of all of the financial tools and resources that are available to you
Goal Progress Tracking
Seeing the progress of your financial goals helps keep people dedicated to achieving them
Wealth Allocation Review
Make sure that your enitre wealth is positioned appropriately for your short, medium, and long term financial goals
Net Worth Tracking
Progress reports that show how much your net worth has grown