Financial Planning Designed with the Optometrists in Mind
Dear Optometrist,
This financial planning firm, Optometry Wealth Advisors, exists to serve you and your practices.
I’m fascinated by your profession and your businesses. Think of the work you put in to be the professional you are. While your non-OD peers joined the workforce, earn their paychecks, and got started on building their financial lives, you worked through another 4 years of school – 5 if you took a residency!
You put in the time and work to become an OD. To fund that investment in yourself, you’ve likely taken out $100,000+ in student loans.
So here you are – on the one hand, a member of a great, helping profession with all the income and opportunity that comes with that.
On the other hand, a step behind many of your peers in laying your financial foundation. And now, you’re on your way to building wealth, buying homes, starting families, and living out what’s important to you. You have quite a world of financial decisions to navigate and habits to build!
And you, practice owner. With all of those decisions already on your plate, you took on the incredible journey of business ownership. You challenged yourself with all the risks, reward, freedom, and opportunity that come with it.
From my own experience, I know how hard it is to just be an excellent practitioner. And now you wear the hat of a business owner. You now hold the responsibility to allocate resources, build and lead teams, and create an awesome patient experience.
With the freedom and reward that comes with this, the decisions are heavier and demands are greater. Between your practice, family, and personal goals, you have to be more careful with your time than ever before.
I’ve designed this business to provide financial planning and advice tailored to your lives.
Over the last several years of working in this profession, I’ve seen the gaps that exist for ODs that want high-quality financial advice. I’ve worked in the world of financial product sales. In my experience, when financial services companies say they work with optometrists, they often mean they have a product lineup for you.
I had the pleasure of working many years with a fantastic fee-only financial planning firm. But even in this better business model, I’ve seen the gaps that exist for ODs.
Optometry Wealth Advisors isn’t just for retirees or those who’ve already built their wealth. It’s built to work with ODs at every stage of your career – to guide you on your way to building toward financial independence. It’s for the private practice owners whose business is the biggest driver of your financial security – funding both your financial security today and in the future.
I built this firm to understand your careers and practices in a way generalized financial planning firms simply can’t. I’ll be your guide at that critical intersection of personal and business finances.
Thank you for taking the time to read this. Stick around for the free educational content. Please reach out if you have any questions or you’d like to see something researched and written about. And, finally, let’s start planning!
Evon Mendrin
Founder / Lead Advisor
Optometry Wealth Advisors LLC
