About
As a Practice Owner, your Financial Challenges are Unique
So, when our clients find us, they come with a lot of questions:
We’ve seen what can happen when you do (and don’t) plan for the implications of being a business owner.
But we’ve also seen that if you have a clear plan, and an accountability partner to hold you to it…
You can’t help but be successful.
However, for many practice owners, their income depends on how much time they can put into their business.
And between the time and energy your responsibilities demand, trying to figure out a plan on your own can seem impossible.
Plan Business, Finance and Life on your Own Terms
We help you turn your practice into an asset that frees your time.
Then, whether you want to grow your business further, optimize it for selling someday, or just have the time to take your kids to the waterpark on a Wednesday afternoon…
You know you have the option.
It’s never too soon — and never too late — to have a plan.
Whether you want to work for another year or the next twenty, we’ll help you bring out your practice’s full potential so that the choice is yours… and on your terms.
As Adam, our founder (who’s married to an optometrist by the way) likes to say:
“The juice is worth the squeeze.”
Ready to get started?
The first step is a short, casual conversation to see if we can help.
Our calls are always relaxed and pressure-free. Guaranteed.
About Adam Cmejla
We’re married to optometry. Literally.
As the husband of a practicing optometrist, Adam knows the practice and business landscape of optometry has changed significantly in the recent past. So, too, have the financial implications of being an optometrist.
About the Team
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Adam F. Cmejla
Founder & CFP® Wealth Advisor
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John Bohnsack
CFP® Wealth Advisor
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Cathy Sutter
Practice Manager
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Kate Skowronek
CFP® Wealth Advisor
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Lexis Buckles
Executive Assistant & Integrator to Adam Cmejla
Who We Are
Vision
To become a lifelong partner in our clients’ financial journey by providing clarity that lasts, connection that matters, and guidance they can trust—we’re the only advisory team they’ll need through all chapters of life
Mission
To move our clients from a place of confusion and intimidation to calm, clarity, and confidence around their money, empowering them to plan life on purpose.
Our Core Values
Each section reveals more when you hover or tap—take a look
Client-First, Always
Every decision, conversation, and strategy starts with one question: what’s best for the client?
Empowered Team = Empowered Clients
When our team grows, our clients benefit. We support each team member’s development—as long as it aligns with our top priority: putting clients first.
Authority Through Service
We earn our expertise by solving real problems for real practice owners. True expertise is earned through trust, not titles. What matters is delivering results that help optometrists leverage their practices to achieve their goals.
Work Should Feel Good
We work to live, not live to work. Fulfillment, fun, and flexibility matter. Burnout doesn’t belong here.
Respect Our Clients’ Time
Financial planning should make life simpler, not more complicated. We streamline, anticipate, and cut through complexity—because value isn’t measured in hours.
Exceed Expectations
Underpromise. Overdeliver. Communicate clearly and strive to surprise with excellence. When we say “the juice is worth the squeeze,” we mean it—and we’ll prove it.
Earn Trust Daily
We honor our clients’ trust by showing up with genuine care, radical transparency, and unwavering integrity in every interaction.
