FINANCIAL COACHING FOR DENTISTS
Receive Detailed and Personalized Recommendations for Your Practice
Get an organized financial picture of your practice
Receive recommendations for your practice
Receive recommendations for personal financial goals
Review your finances with our E2E Money secure platform
Access to E2E network of dental-specific professional connections
Monthly coaching calls for experienced advice and accountability
Time-Saving Strategies and Systems.
While each client’s program is tailored to individual their goals, there are many common issues we have found among dental practices. We have developed tools and strategies with the objective to save our clients time and money.
Reap the Reward of Our Experience and Connections
We also connect our clients with our vetted-network of dental-specific professionals in every aspect of practice management. Our list includes partner CPAs, attorneys, banks, and mortgage loan companies, among others.
Helping Dentists Excel
E2E Financial is a financial coaching firm that specializes in working with dentists to grow their practices and work toward their personal financial goals. We offer a personalized blend of dental consulting and financial coaching with a comprehensive, big-picture approach that allows our dentists to work towards greater efficiency and profitability.
With nearly 30 years of experience in the financial industry – 20 focusing on dental practices – Andrés M. Romero, ChFC, CFP® and his team are experienced with helping dentists excel.
Coaching Programs Tailored to Your Practice Needs
At E2E Financial, we offer two monthly coaching programs – one for associate dentists who are just getting started in their practice and one for established dentists who are seeking to maximize the return from their practice investment.
E2E’s Financial Coaching Program for Dentists
Organize your financial picture
Document and act on your financial goals
Put it all on your secure financial website with E2E Money
Monthly coaching calls to put it all together
Actionable steps to pursue your goals
ASSOCIATE DENTISTS
Starting at $375/month
Established Dentists
Starting at $625/month*
*single-location practice, prices are higher for multi-location practices
TAILORED SERVICES
Customized Services for Dentists
As a dentist, you know the importance of regular exams, X-rays and cleanings to keep your patients’ teeth healthy and their smiles beautiful. But who is making sure your practice is healthy? As consulting specialists in the dental industry with more than two decades of experience, we make dentists smile as they work toward a more efficient, profitable and thriving practice.
Our exam process involves reviewing your systems, processes, marketing, monthly financials and financial goals to see what can be improved to make sure you are running on all cylinders. Whether it’s reducing debt, improving your cash flow, saving for your children’s education, looking at buying a new practice, owning your own building or planning for succession, we have the tools to help you.
Our exam process involves reviewing your systems, processes, marketing, monthly financials and financial goals to see what can be improved to make sure you are running on all cylinders. Whether it’s reducing debt, improving your cash flow, saving for your children’s education, looking at buying a new practice, owning your own building or planning for succession, we have the tools to help you.
“One of the most rewarding things about the work we do is the compliments we get from clients who appreciate the value of our monthly coaching calls.”
~ Andrés M. Romero
E2E Money Provides a Comprehensive Client Experience
Client Portal
Account Aggregation
Collaboration
Spending & Budgeting
Mobile Access
Alerts & Tasks
Screen Sharing
Customizable views of all your relationships
Customizable views of all your relationships
You have access to your portal whenever you want, from wherever you want.
Financial Goal Tracking
Easily add, personalize, and track progress toward your financial goals.
Powerful Data Aggregation
Connect accounts from hundreds of financial institutions across the country to create a complete financial picture.
Spending and Budgeting
Create budgets and track spending automatically.
CONTACT
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We Support the GDA
CONTACT
SITE MAP
We Support the GDA
