Are You Building Wealth Like a Technician or an Investor?
Most dentists master the technical side of their career, but never get taught how to think like a wealth builder.
This 3-minute quiz helps you assess your current approach, uncover blind spots, and evaluate how strategically you’re building wealth beyond your practice.
Built specifically for practice-owning dentists
Helps you see what’s working and what’s missing
Reveals your current profile and what to focus on next
100% private and free. Just clarity, not complexity
A Strategic Approach to Building Wealth Designed for Dentists
This isn’t practice management.
It’s not financial advice.
And it’s not a cookie-cutter investment plan.
It’s a structured approach to building wealth, guided by someone who’s done it, with insights drawn from over 25 years of private investing and working with dentists like you.
Whether you're just starting to think about wealth beyond your practice, or you’re already investing and want sharper guidance, the Practice-to-Portfolio™ framework meets you where you are.
START HERE
Two Starting Points — Choose Yours
The Dentist Wealth Quiz
What’s Missing May Not Be What You Think.
This short quiz reveals the most common blind spots that hold dentists back financially and how to address them.
The Dentist Wealth Code Series
Short. Clear. Practical.
12 concise videos that reveal how dentists are approaching wealth-building differently, without needing to sell or retire early.
I’m a Chartered Accountant and private investor with 25+ years of experience. I help dentists and professionals shift from high income to real wealth.
I’ve worked with dentists earning well, but still unsure when they can stop, how much is enough, or what path leads to real independence.
I built the Dentist Wealth Quiz to help you assess how strategically you’re building wealth, beyond net worth or a future practice sale.
It’s the starting point I wish more practice owners had 10 years earlier.
I’m a Chartered Accountant and private investor with 25+ years of experience. I help dentists and professionals shift from high income to real wealth.
I’ve worked with dentists earning well, but still unsure when they can stop, how much is enough, or what path leads to real independence.
I built the Dentist Wealth Quiz to help you assess how strategically you’re building wealth, beyond net worth or a future practice sale.
It’s the starting point I wish more practice owners had 10 years earlier.
FINAL INVITE
You’ve Built a Great Practice.
Now Let’s Build Your Freedom.
You don’t need to exit, overextend, or start over.
You just need a better framework and a few smart moves.
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