『071: Financial Planning Parallels Every Vet Will Recognize』のカバーアート

071: Financial Planning Parallels Every Vet Will Recognize

071: Financial Planning Parallels Every Vet Will Recognize

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Veterinary medicine and financial planning share a common framework: history-taking, diagnostics, treatment or action plans, and progress exams. Recognizing these parallels can help make money conversations less intimidating and much more familiar for veterinarians.

Key Topics:

  • How financial planning and veterinary medicine share the same step-by-step process
  • Working up a case in vet med mirrors working up a case in financial planning
  • The role of history-taking and information gathering in both fields
  • How treatment plans compare to financial action plans
  • Why progress exams and financial check-ins serve the same purpose
  • How my clinical background shapes my financial advice


Interested in vet-specific financial planning?

Schedule a free intro call or email meredith@allvetfinancial.com


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