Reduce debt. Plan for the future. Achieve your goals without feeling worried about financial decisions!

 

Are You Still Paying Off Those Student Loans?

The average student loan debt for dental school graduates is $247,000 –enough to buy you a house!

Do you find that your debt is causing stress and making it difficult to make financial decisions such as should I save or pay off my debt? After graduating from a long educational journey you were ready to celebrate and start your career, but several years in you’re wondering where the financial boon is hiding.

I understand how you feel. My wife and I are going through this right now. As she finishes her pediatric dental residency, the questions loom--what to do next and what should have the highest priority in our financial life?

Why choose me to guide you toward your dreams?

Between my advanced training to become a CERTIFIED FINANCIAL PLANNER™ (CFP®) and previous experience as a tax accountant (Enrolled Agent), I have a solid background in financial planning. I can help you navigate the challenges that lie ahead. I can build a plan that addresses your student loans, buying a practice, a house, etc. and help you do so on solid footing.

The first step with any client is to uncover your dreams. With your dreams in place we will work to develop a straight-forward guide to find the balance you’ve been seeking.

Not Your Average Financial Planner.

By focusing on dentists, and studying the best strategies for your profession, I will not apply run-of-the-mill solutions to your problems. This is unique in the financial planning world.

I also offer ongoing support—you can contact me with any questions, concerns or ideas that you have because your life is a constantly evolving journey and requires remapping!

 

What is a comprehensive financial plan?

 
 

Service Options

Comprehensive Financial Planning with Ongoing Support

What is included?

This service includes all of the planning topics shown above, as well as ongoing quarterly meetings to keep you on track to financial flexibility! In addition, you will receive unlimited email and phone support with a CERTIFIED FINANCIAL PLANNER™ (CFP®), EA as questions come up in between quarterly meetings. The annual fee is $4,000 and payable in monthly instalments. 

One-Time Financial Plan

Do you have a few specific questions that you would like to discuss with a CERTIFIED FINANCIAL PLANNER™ (CFP®), EA? This service allows you to select as many planning topics as you would like from the images above. 

Congratulations on taking the first step towards freedom from financial worries.