Roots Financial Planning provides financial planning and investment management services exclusively for dentists. We help dentists align their money with their values by looking at all aspects of their financial life. This includes making plans for student loans, insurance, taxes, investments, and more. Roots Financial Planning is a fee-only financial planning firm based in Texas, though we use virtual meetings to serve dentists anywhere in the United States.

Why dentists?

I married into dentistry. I have been dating my wife since before she was accepted into dental school. If you’re facing a difficult decision in your life related to your career or finances, I am likely living or already have lived that same situation. I’ve had to make the tough decisions in my own family, so I know what emotions you’re probably feeling. I will share my personal experiences and show you exactly how we treated that scenario. I’ll tell you how I might undertake it differently if I had to do it again.