Long-term financial planning and advisory services
Services
Navigator
FEE-ONLY FINANCIAL PLANNING FOR VETERINARIANS
Is This For Me?
Is This Right For Me?
Our Navigator is best for:
Single or Married Veterinarian
Combined Household Income Over $200,000
If You're Planning for Major Life Transitions
If You Have Student Loans or Other Debts
Do you enjoy monitoring your finances but want to spend your free time doing other things?
Looking for a CPA, estate attorney, or other professional you can trust?
Read on to see how the Navigator works
Navigator
Navigator
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.
Navigator
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)
Navigator
5
Maintain
We will assess the progress we have made and review your individualized financial plan for the coming year. The To-do list will be updated to reflect completed and outstanding items, road blocks, addressed and next steps identified.
Your plan is not moored in place, it can be easily adjusted as life takes new tacks or the unexpected comes up. This is just the beginning of the voyage, and our support continues until you reach your goals.
Once your initial plan is established we will meet at least three times per year to ensure you are on course. We will check that you are completing any items you have agreed to and are making the necessary adjustments to reach your goals.
What You'll Get
With Navigator
-
Clarity on the best path to take
-
Organization of your accounts
-
Well-defined goals
-
A customized spending plan that puts you on course
-
A financial plan made just for you
-
Access to the tools we used together for the first year
We'll meet at least three times per year to check on your progress and answer questions you might have. We'll always be here to help you navigate!
Interested in our Navigator?
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.
$400/month
Navigator Fees
Payable monthly or quarterly, including up to $500K of managed assets