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

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 want 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 $334/Month

Established Dentists

Starting at $550/Month

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

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.

E2E Money – A Picture of your Financial health

Through our custom E2E Money platform, we provide our clients with a comprehensive picture of their financial health.

E2E Money Provides a Comprehensive Client Experience

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Client Portal

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Account Aggregation

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Collaboration

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Spending & Budgeting

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Mobile Access

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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.

ARE YOU READY TO TAKE YOUR GOALS TO THE NEXT LEVEL?

CONTACT

We Support the GDA

CONTACT

We Support the GDA