Wealth management for dental professionals

Over the years, we’ve worked with dental professionals throughout all phases of their careers.  As a result, we have an intimate understanding of the physical demands of the profession as well as the challenges that come with managing a dental practice.

If you’re an early-career dentist, we can help you better manage the competing priorities of launching a fulfilling career while gaining a solid financial footing.  As a Wealth Dimensions client, expect our team of experts to provide a collaborative and personalized relationship that focuses on

  • Creating a plan to optimize your cash flow so that you can pay down dental school debt, while providing for your family and saving to purchase a practice one day
  • Providing ongoing financial planning that helps prevent you from overcommitting to a lifestyle that compromises the achievement of your goals
  • Investing your assets in a manner that aligns with the goals established in your financial plan

As a mid-career dentist, it’s likely you’re looking to keep your relatively young practice running efficiently, profitably, and at full capacity, while also trying to build wealth to ensure a secure financial future for you and your family. As a Wealth Dimensions client, expect a relationship with us where we will

  • Help maximize your personal cash flow
  • Provide guidance on practice management
  • Create a financial plan that charts a path for you to aggressively save for your future
  • Invest your assets in a manner that aligns with the goals established in your financial plan

If you’re considering a transition into retirement, we will work closely with you to

  • Position your practice for maximum sale value
  • Determine when and how to exit your practice so that you and your family enjoy long-term financial security
  • Create a financial plan that aligns with your goals, values, and priorities for the next phase of your life
  • Manage the proceeds from the liquidity event in a manner that aligns with your financial goals and supports the plans for your legacy

We welcome an opportunity to begin a confidential discussion about your situation.