New Dentist Financial Planning
Setting Up For Success
The first few years of your career have a major impact on the trajectory of your financial plan. If you don’t control your budgets, they often control you. It can be hard for a dentist to save money for financial goals (ex. practice ownership) when they are locked in to high monthly debt payments or spending habits.
However, when you are used to saving a set amount of money every month, you have set yourself up for success. With clear monthly savings, we can focus on prioritizing where that money goes, and then estimate when we will have fully funded your financial goals.
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
Student Loans/ Debt Management
Determine 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