Your Financial Treatment Plan

Learn When and How You Can Retire

What’s the outcome?

You’ll get educated to make an informed decision about leaving clinical. You’ll get clarity on where you are today, action steps for the next 12 months, and learn other variables to consider in the decades to come. This is your Financial Treatment Plan for Retirement.

What’s included?

We’ll help you understand the big pieces of your retirement, and present your options for how to proceed. Investment philosophy, tax strategy, retirement income planning, and social security timing are among the topics covered… plus anything else we find relevant to you.

Who is it for?

Dentists nearing retirement (or already in it) that want a plan, or would like a second opinion on their existing plan.

How long does it take?

Usually a couple months. We’ll meet 4-5 times via Zoom. Each meeting is scheduled for 60 minutes.

How much does it cost?

$1500. Half is due when we agree to work together. The remainder is due when your plan is delivered.

What’s the first step?

Schedule your free initial consultation here. Let’s get to know each other and explore if we’re a good fit to help you.