Financial Life Planning for Dentists
As a dentist, you’ve worked hard to build your career and provide the best care for your patients. But when it comes to your finances, do you feel as confident? Many dentists find themselves:
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Juggling debt repayment and investment decisions without a clear strategy.
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Wondering if they’re financially secure enough to grow their practice or cut back on clinical hours.
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Concerned about insurance, cash flow, and retirement, but unsure if they’re making the right moves.
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Feel like you earn well but aren’t seeing the financial progress you expected.
If any of this sounds familiar, you’re not alone. Just like your patients trust you to guide their oral health, you deserve a financial plan that gives you clarity, confidence, and control over your future.
A Financial Check-Up for Dentists, By a Dentist & Financial Adviser
At The Financial Dentist, we don’t believe in one-size-fits-all solutions. Instead, we focus on your unique situation, goals, and challenges—just like you do when designing a treatment plan for your patients.
Our goal is simple: to help you build a financial life that supports the future you want—both professionally and personally. Whether that’s practice growth, early retirement, or achieving financial freedom while maintaining work-life balance, we’re here to help.
What We Focus On
We start with a simple conversation about your concerns and goals, and from there, we work through the key areas of your financial health. We listen to your concerns and uncover potential financial blind spots. Maybe you’re wondering:
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Am I saving enough, or should I be investing more?
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Is my insurance covering the right risks?
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How do I manage my practice finances alongside my personal wealth?
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When can I afford to slow down or retire comfortably?
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Am I on track to reach my financial goals?
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Can I accomplish the things I want to do with my money?
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How much do I want to leave for the next generation?
These are common questions, and we help you find answers that fit your life.
Are You on the Right Path?
Just as a dental xrays reveals hidden issues, a financial review can highlight areas needing attention. We assess:
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Cash flow management—Are you making the most of your income?
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Debt repayment vs. investing—What’s the best approach for your situation?
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Insurance protection—Are you over- or under-insured?
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Investment strategy—Is your money working for you in the right way?
By understanding where you are now, we can guide you toward where you want to be.
What’s Next for Your Practicing Career and Finances?
Whether you’re looking to grow your practice, scale back, or set up for retirement, we help you create a financial strategy that aligns with your vision. This could mean:
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Building passive income so you have the freedom to work less.
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Structuring investments inside and outside your practice for long-term security.
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Creating a debt repayment plan that keeps you in control without limiting your lifestyle.
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Planning for retirement—on your terms.
What Does It Cost?
The Comprehensive Financial Plan is $3,450, which includes a structured process over multiple meetings. This provides a detailed analysis of your financial health and a personalised roadmap to achieve your goals.
Once your plan is complete, you have two options:
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Self-Implementation – You take the plan and implement the strategies yourself, with full clarity on what needs to be done.
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Ongoing Support & Implementation – We handle the execution for you and provide long-term regular check-ins, ensuring you stay on track, adjust for life changes, and make confident financial decisions.
Let’s Start Your Financial Check-Up
Whether you’re growing your practice, planning for financial security, or preparing for retirement, we’re here to help—just like you help your patients every day.
Let’s start the conversation and build a financial plan that supports your life and your practicing career.