Financial Planning for Dentists

Helping dentists increase financial confidence.

Image for Practice Owners

Practice Owners

Helping practice owners find time in their busy schedule.

Image for Students and Residents

Students and Residents

Guidance for new and soon to be dentists.

Image for Associate Dentists

Associate Dentists

Everything a dentist needs to know about their finances.

About Roots Financial Planning

We are your guide on the path to financial independence – helping you navigate the vast financial landscape. We will be your first point of contact for all difficult financial decisions that come up in life. Money touches nearly every part of your life and we want to make that as painless as possible.

Financial Planning for Dentists

You’re right out of dental school with a mountain of student debt. You’ve just found your first associate position. You’re looking to buy a practice in the near future. Or maybe you’re already a practice owner looking for a second location. Most importantly, you value the time you spend creating beautiful smiles and making memories with your family. You’re looking for a professional to help you objectively look at your financial life. We are here to keep you accountable and live true to your values.

Ready to Learn More?

Schedule A Free Consultation

Logo for NAPFALogo for XYPNLogo for CSLPLogo for FeeOnlyNetwork