We help ODs at every stage of their career….

If you are a Cold Start Optometrist and you…

  • You are funding your new cold start practice through the use of a bank loan (or other) and need guidance in understanding what factors contribute to how much you can borrow. Not only that but you have unique issues such as reaching profitability, paying yourself, starting a retirement plan and more.

  • We work to form a plan and give suggestions such as:

    • Going 12-24 months without taking any money out of your new business (and how to pay your personal bills during this time.

    • Reviewing Disability Insurance

    • Tax planning items such as learning how to read your P&L to determine the health of the business.

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