Over the years, the 20/20 Money podcast has continued to grow. We're so grateful to our audience!
But there's been something missing.
We love sharing information and insights on the show that help you, as an optometrist, make educated and informed decisions with your money.
But there's more that we can do to empower and equip optometrists nationwide with tools and resources to be intentional with their money.
That's why we're creating the 20/20 Money Membership.
It will combine sharing the knowledge we've learned in serving ODs nationwide alongside some amazing tools and resources to help you proactively monitor your own personal financial progress, allowing you to "plan life, on purpose."
Whether you're a student in optometry school wanting to build a solid foundation to an experienced practice owner planning up to and through retirement, this Community will provide the tools, education, and support you need to help you monitor your progress and be intentional with your money.
We're so excited about creating an opportunity to deliver not only the knowledge to make sound financial decisions, but also do it in a community where we can all grow together.
Income, investments, savings and checking accounts, loans, mortgages, insurance policies, real estate, businesses...the list goes on! Wouldn't it be great if there was an app that not only allowed you to organize everything but also give you a scorecard to tell you if you were on track and help you answer your financial questions?
We're excited to roll out a mobile-first, app-based financial monitoring tool that will help you see everything you own in one place, measure your financial health and progress in easy-to-understand ratios, and receive proactive updates and action items through quarterly reports.
You have financial questions about the basics of financial planning. Questions such as "What kind of retirement accounts should I be saving in?" "How much should I have in emergency reserves?" "How should I attack my student loan debt?" "How much should I put down on a house?" "Should I buy or lease a car?" "How much should I be saving?"
In this course offering, we're going to walk you through the ABCs and 123s of financial planning for early-career optometrists.
This course offering combined with access to Elements® will give you an incredible amount of clarity around your next best steps financially.
No judgement. No minimum experience needed. No expertise required.
No matter what stage of life you're in or what path you've been on, our Community will be here to help and guide and empower you.
We'll provide you a list of financial checklists and flowcharts to help you evaluate a variety of financial planning topics.
You have questions. And if you have questions, there's a good chance that other members might have the same questions. We have answers, and will share them with you our "Office Hours" membership sessions.
We'll also bring in other experts and resources to help you make the most out of your career as an optometrist, allowing you to live you best life, with intention.
You're an optometrist that loves personal finance and all that comes with it. You also enjoy sharing and teaching others what you've learned along the way and sharing your success to help them be successful.
As a member of the community, you'll be able to harvest the knowledge and use the tools we provide for your benefit.
You're an optometrist that takes an interest in financial planning, but would love the idea of having periodic access to an advisor that knows optometry.
In addition to all of the community content that we'll be sharing, you'll have the ability to engage in 1:1 calls with a CFP® professional that knows optometry.
You know all of this financial planning stuff is important, but you'd rather have someone help plan with you.
In addition to having access to all of the resources offered in the Community, you can engage with our firm in our Integrated Income Wealth Planning™ service offering, which is our traditional 1:1 client advisory relationship
Adam Cmejla is a CERTIFIED FINANCIAL PLANNER(TM) and founder of Integrated Planning & Wealth Management in Carmel, IN and the creator of the "20/20 Money" podcast. As a third-generation business owner and husband of a practicing optometrist, he has a unique perspective and sees the profession of optometry through a lens unlike any other planner in the country. He focuses his time and efforts on helping ODs nationwide “plan life, on purpose” by helping them proactively manage cash flow, reduce taxes, and invest prudently.