Our Process
Virtus Financial Partners take pride in our knowledge and experience in the Dental Profession Industry. From preparing for graduation to building your career and into retirement, allow us to help you with your financial journey.
Learn
We feel it is equally important for you to learn about us as it is for us to learn about you before we start the planning process.
Diagnose
Identify where you are in your career path, the status of your current plan and to develop immediate and future needs of your financial plan.
Plan
Creating a plan that addresses the diagnosis and allows for flexibility throughout life's journey.
Implement
We utilize best in-class technology to create efficiencies, stay organized, and execute the actionable items in your financial plan.
Dynamic Coaching
Ongoing engagement that adjusts to your evolving life developments to maximize your plan.
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