If your practice has been using the same retirement plan for years simply because “it works,” you may be leaving…
Your next patient may already be looking for an optometrist—and choosing someone else before you ever know they existed. On…
What if the pressure to add specialty services is distracting you from the value already sitting inside your practice? In…
A profitable practice can create tremendous cash flow—but it does not automatically create personal wealth. In this episode of 20/20 Money:…
A practice sale that should have been the easiest transition imaginable ended before negotiations even began—and the lessons could save…
What if the next level of your practice requires less time in the lane — not more? In this episode…
AI can feel overwhelming, overhyped, and impossible to keep up with — especially when every conversation seems to swing between…
What if the biggest reason patients aren’t buying glasses from your practice… is the experience you’ve unintentionally created around optical?…
What if the biggest mistake practice owners make with dry eye isn’t buying the wrong technology… but building their entire…

We’ve prepared your Ultimate Practice Owner’s Financial Planning Toolkit for you…
…Just tell us where to send it
You are now leaving the Integrated Planning & Wealth Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer and is not affiliated with Integrated Planning & Wealth Management or any advisor(s) whose name(s) appears on this Website. Integrated Planning & Wealth Management is/are independently owned and operated. Schwab neither endorses nor recommends Integrated Planning & Wealth Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Integrated Planning & Wealth Management
The Planning Life, On Purpose newsletter delivers essential tips, timely updates, and exclusive invites to our expert-led webinars directly to your inbox. Subscribe and start planning life, on purpose today!

We’ve prepared your Optometrist Buyer’s Dashboard for you…
…Just tell us where to send it