Jonathan Moffat Email & Phone Number

Founder of Aligned Advisors where our #1 goal is to help Dental Practice Owners scale and eventually step away from the chair.We oversee your current advisors (your financial planners, insurance agents, CPAs) -- making sure they are working together delivering you the best value. We ensure all of your advisors work together with YOUR goals at the forefront of every planning decision. If this resonates, we may be an ideal fit, acting as your trusted advisors. We don't replace your team, we just make sure they are all held accountable, and working together to your interests. In 2016 I purchased my first dental practice, and in 3 years I scaled to 8 practices. This gives me a vast experience of how to succeed in this industry. As Founder of Aligned Advisors, I lead a team of subject-matter experts who review the work of your advisors in the following areas: financial planning, investment management, insurance, taxes, asset protection and estate planning. We leverage our experience to deliver a three-pronged promise: 1) Align your financial choices with your most important goals and deeply held values;2) Get your entire financial life in order and keep it that way; 3) Give you a 10/10 level of confidence that no matter what happens, you will achieve your goals. What sets us apart from a financial planner? > We do not sell any financial products, services or insurance.> We are paid a flat-fee – not based on commissions or percentage of your assets. > Our process reviews your current situation with 143 checkpoints to gauge your satisfaction with the state of your financial house. At Aligned Advisors, we help financially successful people achieve their most important goals. Our clients are open to speaking with you regarding the difference we have made in their lives. Our service is truly unique, and I would like the opportunity to discuss how it can benefit you.

Listed skills include Finance, Retirement Planning, Investments, Strategic Financial Planning, and 22 others.