SDT Resource Library

Ready to expand your financial knowledge? Our experts have developed free resources, including eBooks, guides, checklists, and quizzes, to help those interested in learning more.

Financial Planning Resources

A Doctor’s Financial Checklist Before Adding a Child to the Family

Congratulations on the new (or future) addition to your family! While this is an exciting time, it can be overwhelming. That's why we've put together this checklist. Download today to set the stage for financial wellness throughout parenthood and beyond!


Personal Cash Flow

Learning where your cash flow is going is essential to creating an actionable plan to achieve your financial goals. Take control of your finances by downloading the “Personal Cash Flow” Worksheet.


Navigating Fellowship Finances

You’ve landed your dream fellowship and are one step closer to the beginning of your career and a higher income. But how is your cash flow looking right now? Avoid stress down the line by making a financial plan with our free guide.


10 Financial Moves to Make Before You Start Practicing Medicine or Dentistry

You’ve worked hard to get where you are, but don’t let up just yet! If you take the time to financially plan now, it will make your career - and your lifestyle - less stressful and more enjoyable. We’ve created this guide to help you start down the right path to a successful and fulfilling career.


Budgeting Guide for Mid-Career Physicians & Dentists

Uncertain what to do with your leftover money? Have your finances become a source of worry and angst? This guide will help you better understand how much you should spend, save, invest, and pay down debt.


Residents and Fellows Financial Survival Guide

You hold in your hands a valuable tool on your pathway to a sound and satisfying financial future. While financial planning may not seem necessary while you’re still in training, training is actually the most crucial time to start making wise decisions about your income and expenses.


How to Use a Net Worth Statement

Figuring out your net worth can help you understand the status of your financial health. Once you know your net worth, you can make a financial plan that fits your lifestyle and goals!


5 Steps to Organize Your Finances

Having a financial plan leads to better money making decisions, financial stability, and peace of mind. We have compiled a list of key questions to help get you started organizing your finances.


Student Loan Resources

Student Loan Repayment Guide

Understand: What type of loans do I have? How do I qualify for Public Service Loan Forgiveness? What other options do I have? Who can help me when I have questions?


Insurance Resources

Disability Insurance Guide for Physicians and Dentists

Protect your family from the consequences of life’s events by protecting your income if you are ever sick or injured and cannot work.


Retirement Resources

Retirement Guide for Physicians

Retiring from any profession brings up a lot of unanswered questions, especially when retiring as a physician. Download this guide to help start your plan for a comfortable retirement.


Retirement Guide for Dentists

Retiring from any profession brings up a lot of unanswered questions, especially when retiring as a dentist. Download this guide to help start your plan for a comfortable retirement.


Planning for Retirement: 5 Things to Consider

There are many factors that you need to consider before retiring. Download the Retirement Checklist to find out the 5 things you need to consider before you retire and retirement planning next steps!


Retirement Readiness Quiz

It is never too early to start planning for retirement! Take the Retirement Readiness Quiz to see just how ready you are for life after practice!


Practice Planning Resources

A Guide for Selling
Your Dental Practice

Selling your dental practice is much more complicated than simply finding a buyer. We’ve created this comprehensive guide to help you on your journey.


5 Ways to Improve Your Practice's Financial Health

Is your practice in good financial health? There are five financial areas that are often overlooked in a medical practice but can make a big impact on efficiency and growth.


5 Things to Consider Before Entering into a Partnership

Understand all sides of a new partnership to ensure it is mutually rewarding for all involved.


5 Places Where Your Practice is Losing Profitability

Understanding where your practice may be falling short will help you make the most of your practice financials moving forward.


5 Insurance Mistakes for Practice Owners to Avoid

Prepare your practice by understanding the common mistakes surrounding insurance for practices and their owners.


5 Steps to Organize Your Practice's Retirement Plan

Planning for retirement within your practice can become overwhelming. Our checklist can help detail what you need to consider and plan for, ensuring your practice and staff are taken care of.


Let’s Talk

There’s no time like the present to start planning your financial future while learning how we can help.

Contact us to schedule your 15-minute consultation and start to improve your financial health.