Financial Success for Optometrists

Experience the Econologics Financial Advisors Difference

When it comes to your financial success, you can’t afford to follow cookie cutter financial advice. Plans that don’t incorporate your practice into the financial planning conversation fall short and generally miss the mark when it comes to maximizing practice value, building personal wealth and preparing for retirement. You don’t want to discover too late that your planning efforts were inadequate, leaving you with a less than optimum retirement experience. EFA knows the pitfalls optometry practice owners fall into when they do not have a financial plan built specifically for their needs.

Our system takes the guess work out of planning

Experience the difference of an exclusive financial planning process and an advisor who understands your practice and is with you every step of the way.

Our approach is different because that is what you need.

Our Process

As a Practice Owner You Need a Financial Plan

Built Specifically for You

Step One: Get Your Plan

Start with a financial plan that is tailored to your needs as an owner. The trap is thinking that traditional financial planning will suffice. Don’t fall for it! You are not like everyone else. Get a plan built for you!

Step Two: Implement Your Plan

Now it’s time to put your plan to work! Your advisor will help you implement your plan and keep you on track toward your financial goals by providing continual expert guidance throughout the year and renovating your plan annually to keep it up to date.

What Our Clients have to Say

Schedule a Call

We’ve been working with Econologics for nearly a year now and have had an entirely positive outcome so far. Liam and his team have put my family in a place to not only prosper financially, but to do so much quicker than we thought possible. I was tentative to get started as it is a significant investment initially. After ten months, both my optometry practice and peace of mind are in a much better place. I wish I had started ten years ago.

Dr. Blake Bush Optometrist

Value of the FSG for Optometrists

This all-in-one reference guide for a Private Practice Owner includes vital information regarding reorganizing practice AND household finances to achieve ultimate financial success.

Here's what You'll Learn:

The BARRIERS to achieving your practice and personal goals and how to remove them
How to measure the viability of your practice with the TOP 7 metrics that can dramatically affect your bottom line
The major reason why you feel like a slave to your business and how to take back CONTROL
Why traditional financial plans for practice owners FAIL and what is actually missing
How to EXIT your business with ease and come out on top when you are ready
Access to an exclusive TOOL to help owners check their current financial health in 9 areas of their financial life
And so much MORE…