Congratulations! You’re a new doctor! Beginning your new career seems stressful, but here is a video outlining 3 steps you can take to help you get started in the right way and on the path of future financial success!

Assemble Your Advisor Team

Who should be on your team?

We suggest having a CPA, an Attorney, a Banker, an Insurance Broker, and a Financial Coach who are all dental-specific. Make sure to watch the video to find out why we suggest these.

Get Disability income insurance

Make sure to protect your future income if you are injured – even if you’re still in dental school!

Start Investing NOW.

We suggest that you max out your 401k plan, and then do systematic investing that fits your risk tolerance if you have any budget left over.

We hope you are on track! If you need to review any or all of these areas, reach out for your free initial consultation! We have 20+ years in helping dentists make their financial goals a reality.