Students & Residents

We focus on your finances so you can focus on your patients.

Dental School Is Four Years Of Intense Study.

Add in a potential residency (or two), and you’ve gone years with zero professional earnings while amassing a seemingly impossible mountain of student loan debt. We get it, it’s no fun to be stressed AND broke!

Your educational path is an honest, calculated strategy to becoming a great dentist. Becoming a dentist is one of the best long-term financial and lifestyle decisions you could have made. Our financial advisors help you make sense of what you can do with your personal financial situation today to create a better tomorrow. We’ll discuss the many repayment strategies for dental school loans, such as forgiveness programs and private refinance options. We can also provide guidance on the types of loans to take out, evaluate loans from parents, or find the most advantageous way for family members to pay for school. Yes, there are significant tax saving opportunities by paying for dental school.

Then, our financial advisors can demonstrate and model specific outcomes of different residency options and career paths in the dental field, so you can truly understand what’s ahead whether you decide to specialize, take an unpaid residency, or own a practice. We start working together early to determine purposeful financial goals, set accountability objectives, and evaluate your future before any potential costly mistakes can be made. Our process is tailormade to help you achieve your financial goals faster than you realized.

Here's How We Can Help

Debt Management

Let’s look at the debt you have currently and find the most efficient way to pay it off. We’ll help evaluate student loan repayment plans, refinance private loans, claim interest subsidies from the government, and consolidate any credit card debt. You’ll have more financial freedom as a practicing dentist, but right now let’s find the best way to make it to that point.

Fiduciary. legally responsible. no exceptions.

Our Promise To You

Like you, we give competent, objective advice that’s always in the best interest of those we serve. We’re skilled listeners who offer financial advice tailored specifically for dentists. And just as we do with every client, our financial advisors promise to abide by the fiduciary standard.


Contact Us.