Latest / The Millionaire Dentist™
The Blueprint for a $15M Retirement Trajectory
What actually happens after you sign on with a financial advisory firm? For most dental practice owners, the reality is a fragmented mess of disconnected CPAs, brokers, and advisors who never speak to one another.
In this episode of The Millionaire Dentist, Casey Hiers and Jarrod Bridgeman sit down with Stacy Phillips, CFP, and Director of Financial Planning at Four Quadrants Advisory, to pull back the curtain on a completely different model. We walk through the exact journey a practice owner takes from their very first day as a client, moving from initial apprehension to total financial…
The skinny
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