At Prudent Financial Planning, we specialize in advising elite professionals to achieve their financial goals, tackle debt, and build to maintain their wealth. Explore our solutions below!
Welcome ODs on Finance Members!
Receive a 10
% ODs on Finance discount
on the upfront fee for
any
plans below
Each plan is tailored to fit your financial needs! In need of Student Loan Planning? Check out the 10% discount there as well!
The Accumulator ($500k Or Less)
Designed for individuals and couples looking to take the first step and lay the framework for their financial lives
Services include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Basics of Estate Planning
Annual review meeting
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $700 | Ongoing Retainer Fee $275
*Monthly subscription fees adjusted annually.
The Strategist ($1-$2M)
Designed for individuals and families with more complex financial planning needs.
Services include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Estate Plan Creation Meeting
In-Depth Business Planning
Stock Options and Equity Compensation
Tax Planning
Semi-annual review meetings | Option for a 3rd ‘working’ meeting if needed
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $1,000 | Ongoing Retainer Fee $550
*Monthly subscription fees adjusted annually
The Entrepreneur ($500k - $1M)
Designed for individuals & couples looking to take the first step and lay the framework for their financial lives with small business needs.
Services Include
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Basics of Estate Planning
Basic Small Business Planning
Annual review meeting
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $850 | Ongoing Retainer Fee $400
*Monthly subscription fees adjusted annually
The Accelerator ($2mil+)
Designed for individuals and families with more complex financial planning needs.
Services include:
Cash Flow Planning and Budgeting
Investment Management
Life Insurance Evaluation
Property and Casualty Insurance Assessment
Employer Benefits Review
Full access to planning platform, Right Capital
Estate Plan Creation Meeting
Small Business Planning
Stock Options and Equity Compensation
Tax Planning
Semi-annual review meetings | Option for a 3rd ‘working’ meeting if needed
Unlimited Support (Check-ins/Emails/Calls)
Fee Structure: Upfront Fee $1,250 | Ongoing Retainer Fee $750
*Auto-enrolled into AUM model once total fees from assets surpass $5,000/year
*Monthly subscription fees adjusted annually
Receive a 10% discount for Student Loan Planning.
Student Loan Planning covers topics such as: a complete review of federal and private student loans, recommendations on payment plans that might be the best for your situation, 90-minute meeting to discuss results and recommendations, and 6-months of follow up support.
Fees: Combined Loan Balance <$200,000: $395
Combined Loan Balance >$200,000: $495
“While we are big advocates of DIY investing, we realize that not everyone has the time or interest to manage their own finances so we are excited to partner with Patrick Logue CFP who is a fee-only financial planner with massive experience in Optometry-specific student loans. We cannot ask for a better financial advisor on our team!”
About ODs on Finance
Founded by Dr Dat Bui + Aaron Neufeld ODs (est 2017), our mission ODsonFinance is to provide the necessary tools and resources for all optometrists to achieve financial freedom both at a personal level and at the practice level (if they are practice owners). We help our members navigate toward wealth-building and financial independence by providing resources on eliminating student loan debt, budgeting, investing in stocks/bonds/real estate, insurance, taxes and building successful private practices.