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 & New 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." This isn't just another financial course—it's a lifetime 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.
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?
-
Learn the financial basics with clear, direct applications to your optometry career.
-
Discover key strategies for debt, investments, and taxes, tailored for optometrists.
-
Understand practice ownership essentials, from buying to thriving.
-
Be Empowered to make confident financial decisions for your future.
-
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
Timely financial checklists and templates for practical application support the lessons within each module.
Continuous Community Access
As the course and resources are periodically updated, your lifetime membership ensures you'll be able to access the most up-to-date information.
Invest in Your Financial Mastery Today
Plan Your Life, Master Your Finances.
The Optometrist's Ultimate Financial Success Annual Membership
$397.00
✔ Exclusive Access to the Ultimate Financial Success Masterclass
Embark on a journey from financial fundamentals to mastery, with content specially crafted for the optometry professional.
✔ Lifetime Access
One purchase, a lifetime of access. Have the peace of mind to know that you're not up against the clock to finish the course in a finite amount of time. Go at your own pace and come back to it as needed.
✔ Comprehensive Financial Tools and Resources
Leverage our library of checklists, templates, and guides, empowering you to craft and follow a personalized financial strategy confidently.
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 and all supporting templates and resources will be immediately terminated.
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
I HAVE NO QUESTIONS, I WANT TO ENROLL