We Do Your Budget. You Make the Big Decisions!
Stop drowning in financial paperwork – we’ll do the heavy lifting.
The Brutal Truth About Your Money
You’re making great money as a dentist, but you’re flying blind financially. Sound familiar?
Those spreadsheets sit untouched for months (who has 5+ hours to spare?)
Your bank statements pile up like patient notes on a Friday afternoon.
You start budgeting apps with good intentions… then abandon them by week two.
Deep down, you wonder if budgeting will actually change anything anyway.
Meanwhile, your money keeps flowing out faster than you can track it. Student loans. Everyday expenses. Retirement savings. Future practice funds. Personal spending.
It’s all a blur of numbers that makes your head spin after a 10-hour day treating patients.
Finally, Budgeting That Fits Your Schedule
Your Time Investment: 5 Minutes Per Month
- Upload statements (or forward emails)
- Review your Report Card
- Decide what changes to make
Time We Save You: 5–10 Hours Per Month
- No more spreadsheet battles
- No more statement sorting
- No more financial guesswork
Bimonthly Accountability: Your Budget Trainer
Just like a fitness trainer doesn’t teach you a brand-new workout every session... They make sure you:
- Show up
- Do the work
- Maintain proper form
Why We Can Guarantee YOUR Success
You already know you should:
- Track your expenses
- Stick to a budget
Why Bimonthly Meetings Change Everything
- Regular check-ins prevent small spending from becoming big problems
- Make course corrections early – not after months of drifting
- Get dentist-specific insights – not just generic budgeting advice
- Regular check-ins prevent small spending from becoming big problems
- Regular check-ins prevent small spending from becoming big problems
Apps vs. Accountability
Tools
What They Do
YNAB, Rocket Money, Mint
The Educated Associate
What They Do
Track your spending ✓
Track your spending + make sure you actually stick to it ✓✓
Risk-Free Trial – Because We’re Confident You’ll Love It
Option 1:
- $19.99/month (or save with annual billing: $200/year)
- First month completely FREE
- Cancel anytime in first 60 days for full refund
- No contracts, no commitments
What If Someone Else Did All the Grunt Work?
Imagine opening your email on the 1st of every month to find a crystal-clear Budget Report Card waiting for you.
- No spreadsheet wrestling.
- No statement sorting.
- No calculator confusion.
Just pure clarity on where every dollar went.
You send us your statements (bank, credit cards, investments, loans, crypto, real estate – everything)
We do ALL the spreadsheet work (categorizing, calculating, analyzing)
You get your personalized Budget Report Card (delivered by the 5th of each month)
You make informed decisions (finally knowing exactly where your money flows)
Your Budget Report Card Reveals:
- Income breakdown (personal income, investments, side income)
- Expense categories (fixed vs. variable, necessary vs. discretionary)
- Debt snapshot (student loans, credit cards, future home or practice financing)
- Savings rate (are you on track for your goals?)
- Red flag alerts (unusual spending patterns, missed opportunities)
- Quick wins (immediate changes that could save you hundreds)