Here is what you'll learn...

  • Components of a Financial Plan

    A financial plan is not just about making and saving money. In this session, you will learn about all of the components of a financial plan, from gaining assets to protecting them.

  • What Type of Investor Are You?

    Everyone's investing journey will look different. In this session, you will look more closely at your own reasons for investing to determine what makes sense for you using real world examples of allocations.

  • Alternative Investing

    Even if you're new to investing, you've likely heard of stocks, bonds, and mutual funds. But, there are more investment opportunities out there that could take your portfolio to the next level. Learn about them and how you can add them to your strategy in this session.

Course curriculum

    1. Intro / Components of a Financial Plan

    2. What Type of Investor Are You?

    3. Alternative Investing

    4. Financial Goal-Setting

    5. Let Us Know Your Thoughts!

About this course

  • $47.00
  • 5 lessons
  • 3.5 hours of video content
  • Includes 1 year of access

Speakers

Meredith Jones

Co-Founder of Veterinary Financial Summit

Meredith Jones is a veterinarian and financial planner. After paying off her school debt in under four years, she founded the Debt-Free Vets Facebook group and completed training to become a financial coach. She is passionate about empowering veterinarians and vet students with the knowledge and understanding to achieve their financial goals.

Isaiah Douglass

Financial Planner

Isaiah Douglass is a Certified Financial Planner, Certified Exit Planner, and Fee-Only advisor. He also hosts The Veterinarian Success Podcast, interviewing guests and discussing topics related to clinical, business, financial, and personal lives of veterinarians.

Ryan Koopmans

Financial Planner

Ryan is a veterinarian and financial planner at Vincere Wealth Management. After 10 years in clinical practice, Ryan decided to make the switch to focus on financial planning. He is passionate about the different ways finances can be used to accomplish goals.

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