We help ODs at every stage of their career….

If you are an Associate Optometrist looking to….

  • Tackling debt can look like:

    • Student loan repayment strategies

    • Saving to buy a house, getting married (and paying for a wedding)

    • Building your Emergency Fund (EF)

    • Paying off credit card debt or improving credit score

    • Purchasing life insurance for the first time

    Or you might be looking for guidance with tax planning, especially if you tend to run into issues with 1099 income, starting a new job mid-year, or getting married during the year.

  • You may need help forming the proper business entity such as an LLC, or PLLC and then comparing the pros and cons of the S-Corp designation.

  • You need guidance with retirement planning concepts such as:

    • How much to contribute to a retirement plan

    • The difference between Traditional and Roth contributions

    • Understanding how interconnected student loan planning is with tax planning, retirement planning, and more.

At Prudent Financial Planning,

We specialize in advising optometry practice owners and build out financial recommendations that actually make sense for your business and your life.

Our Philosophy

At Prudent Financial Planning, we understand that financial planning is not a one-size-fits-all service. We place you at the center of all we do. Our approach begins with a deep understanding of your financial needs, expectations, and aspirations. This involves a detailed discussion about your current financial situation, your short and long-term goals, your lifestyle needs, your risk tolerance, and your future aspirations.

Tailor-Made Plans

We formulate a comprehensive financial plan tailor-made for you. This serves as your roadmap to achieving your financial goals while ensuring you have the freedom to enjoy the lifestyle you desire. Whether you’re looking to build wealth for future financial security, save for your children’s education, plan for a comfortable retirement, or manage your tax liabilities, we are here to guide you at every step.

Ready to get started?

It’s never too late to have a plan. We are making a difference by bringing ODs’ practices to their full potential.

Contact Us Today