FINANCIAL COACHING FOR DENTISTS

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

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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

Schedule A Complimentary Initial Consultation

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

Receive Detailed and Personalized Recommendations for Your Practice

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Get an organized financial picture of your practice

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Receive recommendations for your practice

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Receive recommendations for personal financial goals

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Review your finances with our E2E Money secure platform

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Access to E2E network of dental-specific professional connections

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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.