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Plan your future today.
Reducing stress for Veterinarians by giving the next step in their financial plan.
Florida Veterinary Advisors can help bring you financial freedom through strategic planning.
Florida Veterinary Advisors can help you plan for your future. We work with veterinary professionals at all stages of their careers to help them make the right decisions. It’s that simple.
Current and Aspiring Practice Owners
Challenges that we see most Practice Owners experience:
- Not sure how to start planning to protect, grow, and eventually sell the practice on their terms.
- Reacting each day to different financial decisions
- Relying on the future sale of the veterinary practice for retirement with no clarity on what income they can expect throughout retirement
- Making decisions in the veterinary practice without knowing how that impacts them personally
- Professionals giving opinions and expertise without seeing the bigger picture
Associate and Corporate Veterinarians
- Reacting to life where everything seems urgent and important
- They don’t write down their Reasons for Planning (RFPs) and review them often
- Financial lives look like the junk drawer in the kitchen
- No strategy to pay off debt or save money for emergencies and opportunities
- No structure on how to save money for their future
- Not aware of the risks and impact those risks can have in their life
- No plan on how to get income from all the money they saved for retirement
Relief Veterinarians
- Not sure how to pay themselves with a fluctuating income
- Struggle with knowing how to prioritize financial decisions
- Reacting to life where everything seems urgent and important
- They don’t write down their Reasons for Planning (RFPs) and review them often
- Financial lives look like the junk drawer in the kitchen
- No strategy to pay off debt or save money for emergencies and opportunities
- No structure on how to save money for their future
- Not aware of the risks and impact those risks can have in their life
- No plan on how to get income from all the money they saved for retirement
Ready to embark on financial freedom? Take the next step in your journey today!
Step 1: Schedule a Virtual Meeting
Join us for a 1-hour complimentary consultation where we can listen and get to know you.
Step 2: Review the Health of Your Financial Plan
Let’s discuss how you’ve planned up to now, help you dream about why you want to plan, and get a thumbnail snapshot of your overall finances.
Step 3: Discuss Expectations and Next Steps
After discussing your finances, we will talk about what is needed from you to get started and the fees to work together.
Are you a SmarterVet?
(noun) A veterinarian who desires to achieve balance and take control of their finances with confidence.
We’ve been helping business owners plan their financial future since 2014. It started in Tampa, FL, when CJ Burnett and Tom Seeko created a company dedicated to changing how an entire community viewed financial planning.