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Schedule your Triage Call
One 45-min conversation to get clarity on your finances & see if we’re a good fit
We work best with…
Optometric Practice Owners
We use proven concepts and processes directly tailored to your business model.
Practice Revenue of 850k+
Your practice’s trailing 12-month revenue is $850k or more.
Ongoing “Personal CFO” Partnership
You want the help of a “personal CFO” who specializes in optometrists instead of doing it alone.
How it Works
Book a Triage Call
This 45-minute phone call will help us get a vision of your goals and financial concerns, and make sure we’re right for each other.
If we’re a good fit, we will explain exactly what you need to do to achieve your financial goals and build the wealth to support the life you desire.
You’ll see, at a high level, how our firm can improve your finances and help you build, grow, and preserve your wealth.
At the end of this meeting, there’s no hard sell – we’ll ask you to take a step back and reflect on whether our expertise will benefit you and your family.
