Financial Check-Up™ Discovery Meeting
Sit back and tell us your story. How did you get started in dentistry? What matters most you? What are your personal and professional goals? Where do you see yourself in 5, 10, 15, and even 20 years?
We ask, you talk, we listen. Our Financial Check-Up™ starts with an in-depth review of your goals and the resources available to get you there.
What to Bring
- Last two years’ tax returns.
- Current bank, mutual fund, brokerage and retirement plan statements.
- Current life insurance policies.
- Any wills or trusts.
- Any other documents that would help us fully understand your financial situation.