Seamless Financial Planning is a Fee-only financial planning firm with 100% transparency when it comes to fees. If you're a dentist looking for financial services specific for your needs, Seamless Financial Planning offers several levels of financial and investment coaching.

 
Service Comparison Chart
Comprehensive Package* Cash Flow Package Quick Start Package - Pick Two
Cash Flow Management
Net Worth Tracking
Emergency Fund Planning
Student Loan Planning
Debt Management
Practice Purchase Consulting
Investment Management
Insurance Review
Tax Planning
Education Savings Planning
Estate Planning
Goal Setting and Monitoring
Meeting Frequency 3-4 Start up Meetings
2-4 Review Meetings/Year
Unlimited Email and Phone
2 Start up Meetings
1-2 Review Meetings/Year
Email and Phone as needed
1 Start up Meeting
1 Presentation Meeting
Email and Phone for 2 months
Pricing 1% of Adjusted Gross Income
+
% of net worth based on the following:
$0 - $2,000,000 = 0.50%
$2,000,000 - $10,000,000 = 0.25%
$10,000,000 and Above = 0.10%
*Minimum Monthly Fee of $250
$100/Month $1,000 One-Time Fee