Services & Fees

We specialize in working with dentists, and only dentists. We know what challenges you face, what opportunities you may encounter, and all the financial considerations unique to dentists. We go beyond just your finances. We help you create a vision for your professional and personal life and execute that vision with confidence.

Areas of planning

Pricing unique to your position

Student or Resident

For dental students and residents


* ​Plus any applicable complexity fee

Associate Dentist

For associate dentists

$300 per month

* ​Plus any applicable complexity fee

Practice Owner

For dental practice owners

$400 per month

* Plus any applicable complexity fee

One-Time Student Loan Consultation

A one-time plan to get your student loans in order.


* Learn more about this service

Schedule one-time student loan consultation