Comprehensive Financial Services for Optometrists
Get the financial peace of mind you deserve
Get the financial peace of mind you deserve
Foresight Financial Planning specializes in serving the financial planning needs of optometrists, leveraging deep industry insights to craft personalized strategies that work.
Invest in Your Family’s Future
Our financial services include:
✓ Financial plan creation
✓ Investment management
✓ Ongoing financial support
Focus on Financial Education
When you work with us, we:
✓ Demystify personal finance
✓ Cultivate informed decision-making
✓ Secure your family’s financial future
No Percentages or Commissions
Our flat-fee-only pricing means:
✓ No hidden or confusing fees
✓ Objective and conflict-free advice
✓ No stressful product sales
Financial planning strategies for every stage of your optometry career
Financial planning strategies for every stage of your optometry career
What’s included in our comprehensive financial planning and ongoing management services:
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Navigate your path out of student loan debt with personalized strategies from a Certified Student Loan Professional® (CSLP®) that not only free up your financial resources but also grant you the peace of mind to focus on your career and life's pleasures without the shadow of debt looming over you.
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Tailor your investment portfolio to align with your personal and professional goals, ensuring your financial growth is not just a matter of chance but a carefully curated journey towards financial freedom and the ability to make choices based on what matters most to you.
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Secure your future with early and strategic retirement planning, empowering you to envision a retirement that is as rewarding and fulfilling as your career, knowing you have the means to enjoy it to the fullest.
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Step confidently into practice ownership with expert financial guidance that not only paves the way for professional success but also enhances your personal satisfaction and sense of achievement in building something truly your own.
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Maximize your earnings through strategic tax planning, providing you not just with more resources to invest in your future but also the satisfaction of knowing you're managing your finances as wisely as your patient care.
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Master your cash flow with intelligent budgeting help from a Certified Student Loan Professional® (CSLP®) that ensures your financial stability today, laying the groundwork for a prosperous tomorrow, and allowing you to live your life with confidence and generosity.
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Protect yourself, your family, and your practice with comprehensive insurance planning, giving you not just security in the face of uncertainty but also the peace of mind that comes from knowing you're prepared for life's twists and turns.
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Build resilience into your financial plan with a robust emergency fund and savings strategy, ensuring you're not just surviving life's financial surprises but thriving despite them, with the freedom to pursue your dreams unimpeded.
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Secure your legacy with thoughtful estate planning, ensuring that your hard-earned success brings not just security to your loved ones but also reflects your life's values and commitments.
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Investing in your children's education is investing in their future — and there's no greater legacy you can leave. Get a comprehensive strategy to save for your children's college expenses, leveraging tax-advantaged savings plans and investment options tailored to your financial situation and goals.
Clear & straightforward prices
Clear & straightforward prices
We believe in upfront and transparent prices, rather than hidden commissions or fees based on how much money you have.
START WITH A PLAN
Build your financial plan for $3,500
The journey towards financial clarity begins with our comprehensive financial plan creation service. Over the course of three months, we will:
Assess Your Current Financial Health: A thorough review of your assets, liabilities, income, expenses, and insurance coverage.
Define Your Financial Goals: Whether it's retirement, practice ownership, or both, we help articulate and prioritize your objectives.
Craft Your Personalized Financial Plan: Includes detailed strategies for debt management, investment, retirement planning, tax optimization, and more.
Provide a Roadmap for Implementation: Guidance on how to put your plan into action, with practical steps to achieve your financial objectives.
INVESTING & PLANNING SUPPORT
Investing & planning support for $350/month
For optometrists looking for investment management and continuous support beyond the creation of a financial plan, our ongoing service includes:
Investment Management: Personalized investment advice and done-for-you portfolio management, aligned with your financial plan and risk tolerance.
Ongoing Financial Planning Support: Regular check-ins and updates to ensure your plan evolves with your changing financial situation and career goals.
Assistance with Plan Implementation: Hands-on help to put your financial plan into action, from setting up investment accounts to adjusting your budget.
Biennial Plan Review and Revision: Every two years, we comprehensively review and revise your financial plan to reflect any new goals or life changes.
Foresight Financial Planning vs. The Rest
Foresight Financial Planning vs. The Rest
Rather than offering generic advice with confusing or unfair fees, we specialize in helping the financial needs of optometrists at a clear flat price for both planning and investing.
Factors
Helps ODs
Specializes in ODs
CFP® Professional on Staff
Fee-Only
Flat Fee Planning
Flat Fee Investing
Us
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Them
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help
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What it’s like to work with an optometry-focused financial planner
What it’s like to work with an optometry-focused financial planner
Recent grads
A recent graduate begins her optometry career.
Retire Early
An optometrist plans for career flexibility.
OD Partners
Seasoned optometrists look at practice ownership.
Transform your financial future in three easy steps
Transform your financial future in three easy steps
Step 1:
Schedule Your Consultation
Schedule your initial financial consultation to discuss your vision for the future and identify any financial impairments hindering your progress.
Step 2:
Comprehensive Financial Diagnostics
Undergo a thorough assessment of your financial health, where we use our expertise to diagnose areas of improvement, crafting a personalized plan for your financial well-being.
Step 3:
Enjoy Clarity and Peace of Mind
With a clear financial plan in place, enjoy a new level of clarity and focus on your path to achieving your financial goals, ensuring a bright future ahead.
Not sure how to pick a financial planner? Start here
Not sure how to pick a financial planner? Start here.
Frequently asked questions
Frequently asked questions
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Not all financial advisors are held to the same standards. A CERTIFIED FINANCIAL PLANNER™ professional has completed extensive coursework in comprehensive financial planning, passed a rigorous board exam, and met stringent experience requirements. Furthermore, CFP® professionals are sworn to a strict code of ethics and must act as fiduciaries. Because the financial life of an optometrist can be complex—from managing student loans to practice ownership—working with a CFP® professional ensures you are receiving objective, highly educated advice tailored entirely to your best interests.
Let’s build your financial health together.
✓ Feel confident about your finances so you can achieve your professional and personal goals.
✓ Become inspired by your own progress towards financial independence.
✓ Be thrilled by the possibilities that come with a well-managed financial portfolio.