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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.

Schedule a 45-Minute Triage Call