The Help You've Been Looking For

A team of experts leveraging cutting edge technology and personal service to coordinate your tax, estate, investment, and retirement income planning needs.

Learn More Book a Free Consultation

The Help You've Been Looking For

A team of experts leveraging cutting edge technology and personal service to coordinate your tax, estate, investment, and retirement income planning needs..

Learn More Book a Free Consultation

The Help You've Been Looking For

A team of experts leveraging cutting edge technology and personal service to coordinate your tax, estate, investment, and retirement income planning needs.

Learn More Book a Free Consultation

The Help You've Been Looking For

A team of experts leveraging cutting edge technology and personal service to coordinate your tax, estate, investment, and retirement income planning needs.

Learn More
Book a Free Consultation

The Help You've Been Looking For

A team of experts specializing in the financial, practice, and tax needs of dental professionals.

Between seeing patients, running a practice and raising a family, your free time is at a premium.

At Catalyze Dental Advisors, our team of experts apply a holistic approach to your finances, helping you leverage your time, manage a more efficient, profitable business and catalyze financial freedom. 

Watch our video to learn more.

Learn More Book a Free Consultation

How Can We Help You Today?

We believe that financial security is less about earning a high income and more about confidently answering difficult money-related questions.  

Here are a few that you might be able to relate to:

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Optimize My Retirement Income

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Plan for My Future

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Reduce My Taxes

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Maximize My Social Security

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Estate Planning

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Save and Invest

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Audit My Risks

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Evaluate Roth Conversions

How Can We Help You Today?

We believe that financial security is less about earning a high income and more about confidently answering difficult money-related questions.  

Here are a few that you might be able to relate to:

Image

Optimize My Retirement Income

Image

Plan for My Future

Image

Reduce My Taxes

Image

Maximize My Social Security

Image

Estate Planning

Image

Save and Invest

Image

Audit My Risks

Image

Establish Roth Conversions

Learn about our

Atomic Planning Process

Atomic Planning is our proprietary process that measures the most important financial indicators of your financial health. Each particle in your Atomic Plan provides at-a-glance insights into your finances and progress towards your goals.


Learn More

CASH FLOW

You can’t improve what you don’t measure.

We provide you with the tools, insights and expertise to ensure you’re not paying more than necessary in taxes or debt payments so that you can optimize your cashflow to achieve your spending and savings goals - and confidently catalyze financial freedom.

 

RISKS

Taking risks can often represent taking advantage of opportunities. Still, you need to ensure that you’re taking promising risks, and NOT unnecessary and potentially devastating risks.

The right amount of risk for you and your practice will be based on a number of factors including your tolerance for risk, financial capacity for risk, age, and goals for financial freedom.


NET WORTH

Your net worth, and the allocation of your net worth, is a key indicator of your overall financial health.

Tracking your progress over time helps provides the motivation and clarity you need to make successful financial decisions and confidently catalyze financial freedom.

Learn about our

Atomic Planning Process

Atomic Planning is our proprietary process that measures the most important financial indicators of your personal and practice health. Each particle in your Atomic Plan provides at-a-glance insights into your financial health and progress towards your goals.


Learn More

CASH FLOW

You can’t improve what you don’t measure.

We provide you with the tools, insights and expertise to ensure you’re not paying more than necessary in taxes or debt payments so that you can optimize your cashflow to achieve your spending and savings goals - and confidently catalyze financial freedom.

 

RISKS

Taking risks can often represent taking advantage of opportunities. Still, you need to ensure that you’re taking promising risks, and NOT unnecessary and potentially devastating risks.

The right amount of risk for you and your practice will be based on a number of factors including your tolerance for risk, financial capacity for risk, age, and goals for financial freedom.


NET WORTH

Your net worth, and the allocation of your net worth, is a key indicator of your overall financial health.

Tracking your progress over time helps provides the motivation and clarity you need to make successful financial decisions and confidently catalyze financial freedom.

LEARN ABOUT OUR

ATOMIC PLANNING PROCESS

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  • Your files in one place.

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  • Track your work progress.

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  • Import and export data easily.

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  • Full internal messaging system.

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  • Connect with clients quickly.

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  • Print documents from the app.

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Are you on track to confidently catalyze financial freedom?

Take the Atomic Planning Survey to find out.

Are you on track to confidently catalyze financial freedom?

Take the Atomic Planning Survey to find out.

Your Dashboard

Your collaborative dashboard puts you in control of your finances by tracking your investments, bank accounts, loans, and assets all in the palm of your hand. You can also track projects we’re working on for you and receive notifications when tasks are assigned to you.