Feel confident on your own, but need help creating a plan?
This is a great option for you.
Services
One-Time Map
FEE-ONLY FINANCIAL PLANNING FOR VETERINARIANS
One-Time Map
The Process
1
Discovery
We will ask questions about your relationship with money, your family, career, and background. Guide you through discovery exercises to facilitate your own discovery of your aspirations. We'll begin discussing short- and long-term goals.
Your role: to be honest with us and yourself in your answers. Ask questions and stay engaged.
2
Organize
We will prove you with an organized list of items to prepare for the meeting, then get you setup to import your accounts to our financial planning software to begin reviewing and categorizing transactions so we can see your entire financial life in one picture.
Establish your risk tolerance and capacity, start to review your student loans, and insurance coverages.
One-Time Map
3
Goals
We now have a preliminary chart of where you sit and can provide a snapshot of your net worth, spending and savings, and recommendations for any immediate problems.
Linking the above with your ideal course, we will summarize your goals and make adjustments where needed and anchor them back to measurable financial milestones.
4
Plan
With your goals outlined it's time to align your spending/money with your ideal direction so you can achieve your goals on or ahead of schedule.
We will create a spending plan with this all in mind, begin implementing short and medium term action items and make any professional introductions when necessary (CPA, Attorney, Insurance)
One-Time Map
Is This Right For Me?
Our One-Time Map is best for:
Single or Married Veterinarian
Combined Household Income Under $200,000
If Life is Fairly Steady, Without Much Change Ahead
If Your Student Loans and Other Debts Are Paid Down
Do you want a kick-start to your own planning?
Are you confident in your finances, but just want an expert set of eyes to avoid mistakes?
Read on to see how the Map works
One-Time Map
What You'll Get
With Our One-Time Map
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Clarity on the best path to take
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Organization of your accounts
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Well-defined goals
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A customized spending plan that puts you on course
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A financial plan made just for you
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Access to the tools we used together for the first year
This is where our journey together ends.
You will then be responsible for implementing, monitoring and adjusting as your course changes
Interested in a One-Time Map?
Schedule a free, no commitment call so we can learn more about your goals and see if we're a good fit to create the future you want.
$5000 Investment
One-Time Map
Fees