Have a single project or an idea that needs financial guidance?
This is a great option for you.
Services
Special Projects
FEE-ONLY FINANCIAL PLANNING FOR VETERINARIANS
Is This For Me?
Sample Projects
Is This Right For Me?
Special Projects are best for:
Business Owners with 401k plan interested in a better option
If You Want To Sell Your Business and Get a Valuation
Finding Sources For Better-cost Goods
If You Have a Project or Idea And Aren't Sure Where To Start
If you have a single project or an issue that needs expert attention, we can help.
Standalone Investment Advisory Services for Veterinarians
Read About Some of Our Recent Projects
Special Projects
Need Help With a Project?
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.
Special Projects
Samples
1
Less Taxes,
More Retirement
We can work together to help you reduce your tax burden and invest more money for retirement, up to $58,000 per year.
Let's talk about the various ways, as a business owner, you can accomplish this.
2
Selling Your Practice
Thinking about selling your practice and curious what it could be worth?
Would you like to help from an insider who was sitting at the table, making the decisions about which practices to buy and for how much?
We can help with this!
Special Projects
3
401K Plan
Your 401K plan should be benchmarked on an annual basis, as just one of your responsibilities as a plan fiduciary.
If you haven't done this in the last 12 months or are unsure of your responsibilities, we can help!
4
Get a Handle On Your Books
Are you struggling with your practice profit and loss statement, cost of goods, money is coming in and going out, you are not sure where?
Let's take a look and get to the bottom of it together.
Special Projects