We help ODs at every stage of their career….

If you are a Practice Owner looking to….

  • Reviewing monthly Profit and Loss statements to gauge and track various income and expenses such as COGS, payroll expense, and more with the goal of increasing net income.

    • Maximizing the value of your practice for an eventual sale to Private Equity (PE) or to an Associate Optometrist. This may involve working with a professional who is certified in business valuations.

    • The goal might be to build a practice that you can sell for $1M or more in the future. This is a large factor in your retirement planning.

  • You might be looking to start a retirement plan such as a 401(k) to attract and retain employees as well as super charge your own retirement savings.

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