2293: Transforming Dental Chaos into Financial Clarity

On today's episode, Dr. Mark Costes sits down with Jonathan Moffat, founder of Aligned Advisors, live from the Thrive Live conference in Las Vegas. With a background in scaling dental practices and advising dentists across the country, Jonathan shares his approach to turning overwhelmed dental professionals into confident business owners with a clear financial plan.  He breaks down the concept of a family office—traditionally reserved for ultra-high-net-worth individuals—and how he's made it accessible to dentists through a flat-fee model that includes 200 annual checkpoints, customized financial flowcharts, and a collaborative team of dental-specific experts. Whether you're looking to scale, sell, or simply get your financial life in order, this episode is packed with game-changing strategies for dentists at any stage of their journey. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://alignedadvisors.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast