Why dentists? We love working with dentists and specialists and by focusing on this specific niche we are able to know their business beyond the numbers.
The practice of financial planning has layers of complexity and nuance, and many areas available for concentration. There are plenty of fine firms successful in the practice of generalized financial planning. We have specialized in working with dentists, practice owners and their families, providing comprehensive and affordable fee-only financial planning and coaching.
We believe that being a fee-only fiduciary planner is an important and necessary distinction. Our brand of “fee-only” means we charge a quoted fee (usually an annual fee, billed monthly) for financial planning, consulting and/or monitoring, and that we adhere to a higher standard of care.
Some “fee only” advisors charge based on assets or income, we do not. We are Advice-Only financial planners. We do not sell products or accept commissions, and don’t accept referral, asset-based or revenue-based fees. For us, fee-only – or more specifically advice only — equates to being financially independent and objective, and we believe that allows us to provide better advice and guidance.