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The Optometry Wealth Process

  • 1. Getting Started Call

     

    30 mins

    A short call to give ourselves a chance to get to know each other, learn about what’s on your mind, and discover whether we’re a match for what you’re looking for. 

  • 2. Discovery & Feedback

     

    1 - 1.5 hr

    We take more time to learn about your financial health, take a look at your key financial vital signs, and provide feedback. After all, it’s impossible to prescribe without appropriate diagnosis! After talking through any questions you have, we all agree on appropriate next steps. This may be to move forward as a client or to provide you with other resources.

  • 3. Plan Review and Strategy

     

    Several Meetings

    From Discovery, we then tackle the most pressing financial topics in individual strategy meetings. The goal is to take smaller bites, tackling one topic at a time.

  • 4. Ongoing Planning

     

    We monitor your progress and financial health over time, meeting and making decisions and adjustments as we go.

A Modern Approach to Financial Planning

Meet Elements® — a comprehensive financial planning system for optometrists.

Your financial vitals at your fingertips.

What if you could monitor your patient’s eye pressure or acuity throughout the year with live data? What proactive conversations could they lead to as they change?

That proactive approach is how we serve our clients.

Elements is a system we use to easily measure and assess your financial health. It’s a proactive treatment plan, giving us a complete and accurate view of your financial situation and a data-driven way to make smarter financial decisions.

Each month and quarter we monitor the financial “vital signs”, prompting regular conversations about your goals and progress, and use objective data to make the best decisions for your finances.

Meet Elements® — putting your financial vitals at your fingertips.

What if you could monitor your patient’s eye pressure or acuity throughout the year with live data? What proactive conversations could they lead to as they change?

That proactive approach is how we serve our clients.

Elements is a system we use to easily measure and assess your financial health. It’s a proactive treatment plan, giving us a complete and accurate view of your financial situation and a data-driven way to make smarter financial decisions.

Each month and quarter we monitor the financial “vital signs”, prompting regular conversations about your goals and progress, and use objective data to make the best decisions for your finances.

Questions Our Process Helps us Explore

Click each tile to learn more

Ready to get started?

Schedule a complimentary, introductory meeting today!

Schedule

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