About us

Our Purpose, Our Mission, and Our Core Values.

All tailor-made to help you succeed.

Our Purpose

To help white coat business owners succeed financially, both today and forever.

Our Mission

To create life-changing impact for our business owners.

“Provider Planning is empowering doctors to make life changing decisions that can help them change the trajectory of their personal life and dental practice.”

Chris Sands, Founder / Financial Freedom Consultant

Open positions

  • Financial Advisor

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  • Client Service Representative

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  • Investment Analyst

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