360° Planning® is about you. Your practice.
Your goals. Your future.

360° Planning combines precise planning, expert consultation and progressive technology to create direct financial results for your practice and your personal financial goals. As part of 360° Planning, you are also partnered with an experienced practice management consultant who meets with you regularly to ensure all productivity and your financial goals are on track.

Included with 360° Planning and developed to help you run the most efficient practice possible, Mercer Advisors created OnTrack®, a proprietary software that measures progress towards your practice goals. Data entry takes only 15 seconds per patient, and integration with existing management and accounting software is seamless.  With a glance at the screen, OnTrack provides daily analysis of each team member’s efficiency, productivity and accountability. OnTrack also sends daily data feeds to your 360° Planning team of experts and practice management consultant who can offer live, face-to-face coaching, advice and support via video conferencing.

No other dental practice and financial management company offers such a complete service like this.

Complete the form below or call us toll-free at (877) 289-5172 to speak directly to one of our Advisors and guarantee the success of your personal and professional financial goals.

I am interested in:

Free Financial Planning Guide
A complimentary DVD to learn more about 360º Planning®
An online demonstration of the OnTrack® software
A complimentary practice and portfolio analysis

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Unprecedented 3-time Consecutive Townie Choice Award Winner - Prqactice Management Consultants of the Year
Watch this video to learn how 360º Planning and OnTrack can revolutionize your dental practice.
Did you know? Forbes.com ranked Mercer Advisors #10 on the list of the country’s Top 50 Fee-Only Advisory Firms. Learn more here.

Testimonials

"Thanks for taking a difficult subject and creating a clear and objective way to understand all the factors that one needs to evaluate when considering 'retirement.'"

-Dr. August (Jim) Durso, Jr.
 Mt. Prospect, Illinois


"Mercer (Advisors) is a great company to usher us through this big change and to coach us through running our practice. Thank you for sharing your knowledge, skills and heart."

-Dr. Jeff Dillingham
 Birmingham, Michigan