Financial Planning for Dentists & Dental Specialists
If you have a DDS or DMD, we're the financial planners for you
Do you give yourself the same attention you give to your patients? In the same way you drill down into the details of your practice or those in your chair, your finances deserve the same level of consideration. At SLP Wealth, we understand the unique financial terrain dentists navigate. We're here to tailor strategies to ensure that your financial plan is as robust as your patient care.
Our approach to financial planning for dentists isn't just about the numbers; it's about getting to know you, your dreams, and the nitty-gritty of dental life. Wondering how to make the most out of your paycheck as an associate or if you want to run the show as an owner? Thinking about bringing in some cool new tech or treatments but worried about the cash flow? Not sure what an S-Corp is and if you should file as one?
We've got you covered. Let’s mold complexity into clarity.
Conor graduated from the University of Arkansas after studying agricultural economics and originally began a career as a commodity trader before realizing his passion lay in financial advice.
He enjoys helping those early in their careers find the right path to their goals through comprehensive financial planning. Seeing the confidence manifest in clients who know they are on track and making the right decisions is what drives him day in and day out. His prior work as a planner and investment adviser allowed him to help many families through countless different complex situations.
Outside of work, he can either be found spending time with his wife Isabella and their black lab Lucy or off skiing through trees somewhere.
Jake Courtney is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and a Certified Student Loan Professional (CSLP®). He is passionate about helping people put meaning behind their money decisions.
His passion for student loan planning stemmed from personal experience, helping his mother, who is an educator, qualify for public service loan forgiveness. He also realized how much stress, anxiety and confusion came along with discussing student loans with financial planning clients. He realized that developing a deep understanding of student loans could genuinely improve the lives of countless borrowers that are balancing so many other priorities for their families.
Jake joined Student Loan Planner in 2023 as a consultant, and later that year joined SLP Wealth as a Financial Planner.
When he’s not nerding out on financial planning topics, Jake enjoys working out, playing golf, watching football and spending as much time as possible with his wife, Melanie, and two labrador retrievers, Otis and Rosie.
Ben Lacomis is a Certified Student Loan Professional (CSLP®), consultant to Student Loan Planner since 2022, and financial planner at SLP Wealth since 2023. His niche specialty is working with physician-households to design student loan repayment and financial plans that align with their lives during career and family transitions. With a deep respect for the medical community and other impact careers like teaching, Ben found that student loan planning has been the best path to help people who help others! It’s his way of giving back.
When he isn’t working with someone to crush their student loan debt, Ben enjoys his time outdoors in Pittsburgh with his Australian shepherd Pippin and golden retriever, Piper.
Kathleen Boyd is a financial planner who holds the CERTIFIED FINANCIAL PLANNER Professional™ (CFP®), Certified in Blockchain & Digital Assets (CBDA), and Certified Student Loan Professional (CSLP®) designations. Kathleen has worked in the financial services industry for over 10 years, having started her career in private wealth managing investment portfolios for institutional clients and working in boutique advisory firms providing comprehensive financial planning services for individuals. She is a proud first-generation college graduate and understands first-hand what it feels like to be saddled with education debt, having financed her own college education with student loans.
Kathleen lives in Southern California and loves to spend her free time enjoying everything the city has to offer, from the beautiful sandy beaches to weekend festivals and the occasional California burrito. Kathleen is also a faculty member in the Graduate Department of Family Financial Planning at Oklahoma State University.
Financial Planning
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
Add Additional Services:
At SLP Wealth, we offer a comprehensive investment management service designed to streamline and enhance your financial services experience.
Tax planning, filing*, and services for:
- Individual W-2, K-1
- Single member LLC or Sole Proprietorship
- Amendments for student loan strategies
- Married filing separately included!
One-time enrollment fee schedule:
Between April 15th and November 15th, clients may sign up with no enrollment fee. Between November 16 and February 15, a $495 enrollment fee will apply. Between February 16 and April 1, a $995 enrollment fee will apply. Between April 2 and Tax Day, SLP Wealth will not be able to accommodate filing services for the prior tax year. Any client who signs up for tax services during this date range will be signed up for tax services for the current calendar year tax year.
*Individuals with more complex returns that include more than 1 rental property, more than 2 state filings, or additional factors may be subject to a higher fee and/or an additional $199/hr fee for filing. Visit https://slpwealth.com/tax-agreement/ for the complete list.
1For a limited time, just $99/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 67% off your first year financial planning fee. Those fees are not locked in forever (thanks inflation), but once you sign up, we’ll keep you locked into that monthly rate as long as we can!
If you have a large student loan balance, you will have to complete a student loan consultation with Student Loan Planner to qualify for the discount above. Otherwise you will be subject to normal pricing of $199/month and $1000 enrollment fee.
Testimonials
David
Dental Specialist“I like that it integrates tax, student loans, financial planning, planning for my kids college and investing all into one.”
Victoria
Dentist“Love connecting with fellow young badass go getters”
Keith
Dentist“I like that my advisor has student loan expertise in addition to financial planning. Loans are such a large part of my financial landscape so I am happy they are considered when planning what to do with my income and savings.”
Doris
Dentist“Specialized to my high income/high student debt situation”
Disclaimer:
These testimonial statements were provided by current clients in response to client satisfaction surveys. Clients who completed surveys were eligible to participate in a drawing for a gift card awarded to a survey participant chosen at random, not based on survey responses.
