GET STARTED

Schedule a complimentary, introductory meeting today!

GET STARTED

Schedule a complimentary,
introductory meeting today!

Our Process – What to expect?

Welcome! We’re excited to meet you and learn about what you’d like to accomplish.

Before we get a time on the calendar, here’s a quick rundown of what to expect.

  • 1. Getting Started Call

     

    30 mins

    A short call to give ourselves a chance to get to know each other, learn about what’s on your mind, and discover whether we’re a match for what you’re looking for. 

  • 2. Feedback Meeting

     

    1 hr

    We take more time to learn about your financial health, take a look at your key financial vital signs, and provide feedback. It’s also important that you have time to ask more questions before moving forward. 

  • 3. Deep Dive Health Review

     

    Complete Health Assessment

    We tackle the most pressing financial topics in individual strategy meetings – reviewing each part of your finances and taking action to improve one topic at a time. 

  • 4. Ongoing Planning

     

    Monitor Financial Health

    We monitor your progress and financial health over time, meeting and making decisions and adjustments as we go. 

Let’s Schedule a Time to Chat!

Reach Out Directly

evon@optometrywealth.com
559-345-5059
Fresno, CA

FAQs – Frequently Asked Questions

We’re dedicated to working only with optometrists. Many of our clients are ODs in the first half of their careers, or especially in the first half of their practice ownership journey.

This helps us to focus our time, energy, and expertise to learning about the financial issues specific to optometrists and your practices and provide a tailored experience.

Absolutely! We’re located in Central Valley, CA, but we work primarily virtually with optometrists all over the US. We’re a virtual and tech-focused firm from the ground up.

Great question. We’re a fee-only financial planning firm for optometrists, meaning we are paid directly by our clients for our services. There are no product sales or commissions.

Is there an asset under management fee (AUM)? Nope, our fee is a flat monthly fee. We feel this makes the most sense, has been what many optometrists prefer, and helps eliminate conflicts of interest. Check out our Services and Pricing page for more details!

Nope! We have no asset minimum. A big part of our work is to help ODs in the first half of your career build wealth and make smart financial decisions. Especially practice owners – your practice is the biggest and most important asset you have!

Nope! The first two conversations are free of cost or commitment. The goal is to get to know you, learn about what you’re looking for and what’s on your mind, and see if we’d be a good fit.

In our second call, we provide some direct feedback on your financial situation. After that conversation, if we both agree it makes sense, we move forward together and get to work!

Yep! If you’re not quite ready for ongoing services, we have a Quickstart Financial Planning option. We tackle a few specific topics on your mind over the course of two meetings, and I’ll give you clear action items to work on once we’re done. Check out our Services and Pricing page for more details.

In very specific situations, we may provide hourly financial planning work.

Not Quite Ready to Schedule?

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