What will be included...

Access to Elements® financial monitoring app

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.

Access to our "Becoming Brilliant at the Basics" financial planning course.

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.

A safe community to learn and share

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.

Access to flowcharts and checklists

We'll provide you a list of financial checklists and flowcharts to help you evaluate a variety of financial planning topics.

Periodic membership calls and group ask-me-anything sessions with financial and optometric-specific subject matter experts.

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.

Sign up below to learn more about the 20/20 Money MEMBERSHIP!

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Who should be a member??

The DIY OD

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.

The Collaborative OD

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.

The Delegator OD

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

Sign up below to learn more about the 20/20 Money Membership!

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About the founder

Adam Cmejla, CFP®

        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.

      

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