The Financial Planning Experience

Financial Hygiene Recall Meetings

(ongoing financial planning)

After your initial treatment plan is in place, we will schedule Spring and Fall recall appointments to review life updates, revise your financial plan, and ensure you are living life to the fullest.

We also invite you to reach out to us when new financial concerns arise. Getting married? Buying a home? Having a baby? Changing jobs? Buying a dental practice? No matter what comes up in life, we are here to help you through it.