The Dentist’s Financial Playbook: Always Know Where Your Money Should Go

As a dentist and a business owner, if you constantly feel like ‘I don’t know where my money goes’, then it might be time to take a step back and determine where your money should be going. In this video, Practice Integration Advisor Katie Collins, shares benchmarks and techniques that can help put you in control of your finances.

If you have questions or would like to talk to our Practice-Integrated Wealth Management team, please contact Katie at kcollins@bamadvisor.com or 888.470.9064.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2018, The BAM ALLIANCE

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Katie Collins, CFP®

As a practice integration advisor, Katie works directly with clients to develop a financial plan personalized for their specific situation and goals. She quarterbacks the entire financial picture, often for clients who have never put all the pieces together with one advisor. Katie joined Buckingham Strategic Wealth through the 2014 merger with Indiana-based Hufford Advisors, where she spent more than 10 years working in various financial planning roles, most recently as a senior planning consultant.

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