Welcome to The Optometrist's Ultimate Financial Success MasterClass:
A 9-module journey to financial mastery specifically for optometry students, early-career ODs, and those dreaming of practice ownership. Dive into decades of insights to elevate your financial game, cut through tax jargon, and design a life you love through smarter financial decisions.
This course is precision-designed for…
Optometry Students
Transition seamlessly into your career equipped with a financial blueprint that untangles student loans and charts a course for early success.
Early-Career ODs
Elevate your early career with strategic financial planning and investment wisdom. Master your finances to fuel the journey toward your professional aspirations.
Aspiring Practice Owners
Dive deep into the essentials of practice ownership while also mastering the basics of your money. Gain expert insights on buying, starting, or scaling your practice for maximum profitability and satisfaction.
Why "20/20 Financial Clarity"?
Navigating financial hurdles in optometry can feel overwhelming, from tackling student loans to making investments or considering practice ownership. Embracing financial literacy is essential for thriving in today’s optometry landscape. Ignoring financial education risks missed opportunities, financial stress, and delayed professional dreams.
Introducing "The Optometrist's Ultimate Financial Success MasterClass" and our signature "20/20 Money Membership™" program. This isn't just another financial course—it's a membership filled with guides, resources, and education to maximize your wealth-building potential. Transform financial uncertainty into unstoppable confidence and begin your journey towards financial freedom.
Are you ready to change the way you view and handle your finances?
Pave the way for a brighter, more secure future.
In addition to the course, you’ll gain access to the 20/20 Money Membership, which includes:
- Monthly calls & webinars with various subject matter experts to keep you on track & motivated
- The Elements® financial monitoring app to effortlessly manage and monitor your finances.
- Various financial checklists to ensure you cover all bases in your financial planning.
The Optometrist's Ultimate Financial Success MasterClass
As you begin working on your financial future, completing this program will provide you with an actionable foundation guaranteed to maximize your potential for success in both personal wealth and practice management.
Sample Lesson:
The Overview and Importance of Financial Planning
Why should you attend this MasterClass?
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Learn the financial basics with clear, direct applications to your optometry career.
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Discover key strategies for debt, investments, and taxes, tailored for optometrists.
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Understand practice ownership essentials, from buying to thriving.
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Be Empowered to make confident financial decisions for your future.
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Leave with a step-by-step plan that turns financial goals into realities.
My educational resources
What will you Learn?
- Get a solid grip on financial fundamentals, vital for any optometrist's success.
- Learn how to navigate student loans, investments, and tax strategies with ease.
- Examine the pathway to practice ownership, understanding the pitfalls and opportunities.
- Adopt financial habits that secure your professional and personal future.
- Know how to plan for long-term wealth and retirement from day one.
- Apply practical financial management techniques in your daily practice life.
- Determine the best approaches to insurance, estate planning, and legacy building.
With these targeted lessons, you're set to build upon them throughout your career, ensuring long-term success and financial independence in the field of optometry.
Meet your Instructor
Adam Cmejla, CFP
I’m the voice behind the 20/20 Money Podcast and the founder of Integrated Planning & Wealth Management. My journey into the world of finance was carved out early, growing up in a family where business and financial acumen were part of our daily bread. This ignited a passion for finance and a commitment to demystifying it for others, especially those in the optometry field where I've found my niche.
Throughout my career, I’ve been privileged to guide hundreds of optometrists— from eager students to established practice owners—on their paths to financial clarity and success. My approach is personal, drawing from my own experiences and the collective wisdom of the many professionals I've advised.
I'm proud to say that my work has not only helped individual ODs achieve their financial goals but has also contributed to a broader understanding of finance within the optometry community. My expertise is built on a foundation of real-world experience, backed by professional qualifications, and solidified by the trust and success stories of those I've worked with.
Through the 20/20 Money Podcast and our financial planning services, we've turned financial confusion into confidence for countless optometrists, helping them to build wealth, secure their futures, and realize their dreams of practice ownership and beyond.
This course is for you if...
- You understand the importance of financial planning but need guidance on how to apply it specifically to the optometry profession.
- You're ready to tackle student loans intelligently, aiming for financial freedom sooner rather than later.
- You're considering practice ownership, whether buying, starting from scratch, or taking your existing practice to the next level.
This course is NOT for you if...
- You're looking for quick fixes or overnight financial success without the commitment to learning and applying sound financial principles.
- You're not in the field of optometry, as the course material is tailored specifically to the unique financial challenges and opportunities faced by optometrists.
- You're looking for specific, 1:1 advice. This membership is a "guided independence" approach to personal finance.
- You're not ready to actively participate in shaping your financial future, expecting passive listening to lead to transformation.
Program Breakdown
Module 1: Overview & Importance of Financial Planning in the Optometry Profession
Module 2: Student Loan Types and Terms
Module 3: Introduction to Practice Ownership
Module 4: Overview of Taxation for Optometrists
Module 5: The Principles of Investing
Module 6: Understanding Asset Allocation & Investment Strategies
Module 7: Understanding Your Savings Vehicle Options
Module 8: Estate Planning & Practice Succession
Module 9: Insurance Planning
Module 10: Overcoming Cognitive Biases in Financial Decision-Making
BONUS Module: In-depth Student Loan Planning & Scenario-based repayment plans
Here's Everything Included in The 20/20 Money Membership
The Optometrist’s Ultimate Financial Success Masterclass
Master optometry-specific financial planning with a step-by-step guide from basics to advanced strategies through our detailed, comprehensive course.
Multiple Tools, Resources, Exercises
Access to the Elements Financial Planning System™ to start tracking your key financial metrics & progress, timely financial checklists, and templates for practical application.
Continuous Community Access
Engage with an active community of optometrists and experts for support and networking as you work towards your financial and professional goals
Exclusive Bonuses
Gain insights through real-case studies, access monthly live Q&As with Adam Cmejla and experts, and utilize financial planning templates for your success.
Nathan Hayes
Director of Financial Services, Books & Benchmarks/IDOC
"There are few people as passionate about entrepreneurship and small business ownership in the private optometry space as Adam Cmejla. Even fewer have the curiosity and perspective he’s gained by interacting with seemingly every expert within our community and a bunch more perspectives from the outside. If anyone can put together a program to help any OD from a brand new grad to the most seasoned practice owner get a handle of their personal finances and create a great plan to meet their long-term savings goal, it’s Adam."
Dr. Christopher Wolfe, OD, FAAO, Dipl. ABO
EyeCode Education - Founder
"Adam is uniquely qualified to launch the 20/20 Money Membership™ program, offering comprehensive financial education tailored for optometrists. His deep understanding of the profession, coupled with his innovative approach to financial literacy, makes him the ideal leader to guide ODs towards financial confidence and independence."
Dr. Jennifer Stewart, OD
Founder, OD Perspectives & Founder/Practice Owner of Look New Cannan
"Adam is my "go-to" for advice on building a strong financial future and developing a practice that supports my personal and professional goals. He continues to provide an incredible wealth of knowledge and different viewpoints through his podcast, and I can't wait for his 20/20 Membership!"
Dr. Steve Vargo, OD, MBA
Optometric Practice Management Consultant - IDOC
"Adam has consistently demonstrated deep expertise and passion for helping optometrists improve their financial literacy. His dedication and comprehensive approach makes him uniquely qualified to lead the 20/20 Money Membership™ program."
Dr. Kyle Klute, OD, FAAO
Founder/Practice Owner of Good Life EyeCare
"I'm grateful for Adam Cmejla and his contributions to the optometric profession. He is incredibly insightful and practical with his financial guidance to optometrists for their practices and their personal lives."
Jackson Pace, CPA
Founder - Refractional CFO
“Adam’s expertise in financial planning for optometrists is unparalleled, and his passion for helping others achieve financial clarity is evident in everything he does. His innovative approach and comprehensive resources make him the perfect person to guide this MasterClass.”
Ali Oromchian, J.D., LL.M.
Dental & Medical Counsel, PC
"Adam is a trusted colleague that I've known for years, dedicated to providing optometrists with top-notch wealth planning solutions. I personally know many optometrists he has helped achieve profitability and reach their practice goals. I've been honored to be a guest on his amazing 20/20 Money Podcast, where he gives back to the community through knowledge and actionable steps."
Dr. Ted McElroy, OD
Practice Owner - Tifton Family Eyecare
"We all THINK we need to be an expert in everything. Doing that with my finances can get me into more trouble than it is worth. The financial knowledge and expertise Adam Cmejla brings to his community is unparalleled and lets you focus on the things you SHOULD be an expert in and lets Adam be the trusted advisor you need and deserve to help you take care of your financial future."
Dr. Mick Kling, OD
President & CEO - Invision Optometry San Diego & Founder of Impact Leadership - Leadership, Culture, and Business Coaching for ODs
"As optometrists, we receive little to no financial education in school. Whether you want to own a practice one day or simply achieve financial independence, developing basic business acumen and financial knowledge is essential. I can think of no better resource than Adam Cmejla and 20/20 Money to put together a program to increase financial literacy in both your business and personal life."
Drs. Eric Baas, OD & Robert Steinmetz, OD
Co-founders, iCare Advisors: Optometry Practice Consulting for successful cold-starts
"Adam has been an invaluable resource for our cold start clients. He helps them establish a solid foundation and implements strategies early on that position them well for long term financial success. He is a wealth of knowledge that we can always count on to act in the best interest of our clients."
Invest in Your Financial Mastery Today
Plan Your Life, Master Your Finances.
The Optometrist's Ultimate Financial Success Annual Membership
$997.00
✔ Exclusive Membership to The 20/20 Money Platform
Embark on a journey from financial fundamentals to mastery, with content specially crafted for the optometry professional.
✔ 12-Month Community Access
Become part of an elite community of optometrists and finance experts. Collaborate, ask questions, and share insights to foster growth.
✔ Monthly Live Q&A Sessions
Gain unparalleled access to select financial experts in our monthly "ask me anything" sessions, offering deep dives into your most pressing financial concerns. All sessions are recorded so you can always go back and watch previous Membership monthly calls.
✔ Access to the Elements Financial Planning System™
Elements is a set of financial indicators that provide a clear view of your financial health. These measurements help answer questions like:
- Are you taking the right amount of risk?
- Do you have the right mix of assets?
- How much wealth do you need to make work optional?
- Are you using your income wisely?
✔ Comprehensive Financial Tools and Resources
In addition to the Elements® system, leverage our library of checklists, templates, and guildes, empowering you to craft and follow a personalized financial strategy confidently.
The Optometrist's Ultimate Financial Success Monthly Membership
$97/month
✔ Exclusive Membership to The 20/20 Money Platform
Embark on a journey from financial fundamentals to mastery, with content specially crafted for the optometry professional.
✔ 12-Month Community Access
Become part of an elite community of optometrists and finance experts. Collaborate, ask questions, and share insights to foster growth.
✔ Monthly Live Q&A Sessions
Gain unparalleled access to select financial experts in our monthly "ask me anything" sessions, offering deep dives into your most pressing financial concerns. All sessions are recorded so you can always go back and watch previous Membership monthly calls.
✔ Access to the Elements Financial Planning System™
Elements is a set of financial indicators that provide a clear view of your financial health. These measurements help answer questions like:
- Are you taking the right amount of risk?
- Do you have the right mix of assets?
- How much wealth do you need to make work optional?
- Are you using your income wisely?
✔ Comprehensive Financial Tools and Resources
In addition to the Elements® system, leverage our library of checklists, templates, and guildes, empowering you to craft and follow a personalized financial strategy confidently.
Annual subscriptions
The annual subscription comes with a 30-day money-back guarantee.
Simply submit your request via email to [email protected] within the first 30 days of placing an annual subscription order to receive a full refund. Once we process the refund the course, community, and Elements® app access will be immediately terminated.
To cancel your annual auto-renewal, email [email protected]. You will maintain access to the course and community until the end of your current subscription period. There are no prorated refunds of any portion of the subscription fee.
Monthly subscriptions
There are no refunds for monthly subscriptions.
To cancel your monthly recurring subscription, email [email protected]. You will maintain access to the course and community until the end of your current subscription period.
Student Memberships
Use the Student Code provided to you to get your first year of membership on us! After that year, you’ll be asked to convert your membership to either the monthly or annual subscription model. You'll receive notices from us before your 1st year expires asking if you want to continue your membership. We hope you'll continue to join us.
It’s time to go from feeling overwhelmed by financial planning to now MASTERING YOUR FINANCIAL FUTURE.
This is the path to simplify financial concepts, apply strategic planning, and unlock growth opportunities in your optometry career. Get everything you need to take your financial acumen to the next level.
If you have any questions, or you would like to learn more, we’re always here to help. You can reach out to the Optometrist's Ultimate Financial Success MasterClass team by sending an email to here
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