Foresight Financial Planning specializes in serving optometrists because we recognize the unique financial challenges and opportunities faced by professionals in this field.

Our founder's direct connections to the optometry community, through family and friends, have equipped us with a deep understanding of your specific needs, from managing student loans to planning for practice ownership.

This specialization allows us to offer tailored advice and strategies that directly address the financial complexities of optometrists, ensuring our clients receive the most relevant and impactful guidance.

Despite our specialty in serving ODs, we proudly offer our financial planning and investing expertise and services to other medical professionals and Georgia natives.

Our pricing is different from how most financial advisors charge. We pride ourselves on offering a flat-fee-only structure. This means our fees are the same for everyone and are without any hidden costs, percentages, or commissions from selling financial products.

For details on our pricing, check out our Services & Pricing page. We encourage a preliminary consultation to discuss your needs and provide a clear outline of the fees associated with our services.

Our fee-only structure aligns our interests with yours. It means we are compensated solely through the fees you pay for our advice and management, not from commissions on selling financial products.

This model ensures that our recommendations are based on what's best for you, not on generating additional income for us. It fosters a relationship built on trust, transparency, and a commitment to achieving your financial goals.

Our service starts with the creation of a detailed financial plan tailored to your unique situation and goals. This plan covers everything from debt management to retirement planning, investment strategies, and more.

Clients can choose to engage with us on an ongoing basis for continuous financial planning and investment management, ensuring that their financial strategies adapt and grow with their changing needs.

The process begins with a comprehensive review of your current financial situation, goals, and concerns. This involves gathering detailed financial information and discussing your aspirations and life plans.

We then craft a personalized financial plan that addresses your specific needs and objectives. The initial planning phase typically takes three months, after which we present your plan and discuss the next steps for implementation.

Engaging us for our ongoing comprehensive financial planning service means that you will get our help with nearly every aspect of your financial life. We will actively help you implement your financial plan and invest your money according to your personalized investment management strategy.

If you choose our ongoing financial planning service, we will completely review and revise your financial plan every two years. Because we actively work with our ongoing financial planning clients to implement their plan, more frequent revisions become unnecessary.

We offer a free initial consultation without any fee. This meeting is designed to help both of us determine if Foresight Financial Planning is the right fit for your financial planning needs. It's an opportunity for you to ask questions, understand our approach, and decide how we can best serve you without any financial commitment.

The first step is to schedule an initial consultation with us. This no-obligation meeting allows us to understand your financial situation and goals, and it gives you the opportunity to learn more about our services and how we can help.

You can schedule this consultation by contacting us through our website, and you can get familiar with what to expect at your first financial planning meeting by reading our article, The First Steps in Working With a Financial Planner.