As a Doctor of Optometry, your wealth advisory needs are unique. That’s why we focus on providing you with the solutions only a truly independent advisory office can offer. It’s not just financial planning—it’s life planning.
As a practicing optometrist for 17 years, our founder Roxanne Arnal, has lived your fears and learned what only life experience can bring. We believe you deserve to have the best life you can, preserve and grow your wealth, ensure your income is protected, and decrease the stresses caused by financial worries. You deserve to not only live, but thrive!
Financial planning and wealth management ensure your family and business are taken care of. C3 Wealth Advisors provides straightforward, honest financial advice tailored to you and designed to help you achieve your goals.
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Business Transitions: Setting Your Optometry Business Marriage up for Success
Whether your optometry practice is brand new or has been established for a while, we can help. One key activity is to ensure that the partners in your practice are on the same page.
Optometrist business partnerships are common and there are many versions – cost sharing, shareholders, partnerships — as many variations as there are doctors. These relationships are as important as marriages, but we usually don’t love our business partners in the same way as we love our marriage partners. Rarely do we see the complete and open communication between business partners that we have with our marital partners.
Our job is to ensure that we review all expectations and assumptions that every partner brings into the ‘business marriage.’ We discuss numerous factors around “what if?” and “when?”
What are the rules of the game? What if one partner gets disabled? What if that’s you? What happens in the event of a premature death? What happens when you have different management styles and desires? Or, what if one of you retires or transitions out of the business – especially if it’s sooner than you thought?
By having these tough conversations in the honeymoon phase, we tend to answer in a more rational and fair way than if we have waited to address the issue during crisis – when emotions are far less regulated. Regardless of where you are in the business cycle, these discussions help to ensure that you enjoy where you spend most of your waking hours!
Tough conversations. Deep thoughts. Mediation. Rules set. Let’s ensure your business marriage is built on a solid footing so that you can reap the fruits of success – together.
Learn More About Your Optometry Business Transition
Wherever your optometry practice is in the business lifecycle, we can help. Discover how:
Starting a Practice
Starting an optometry practice is scary and exhilarating! Here’s how Clarity Wealth Advisory can help you set yourself and your business up for success in a way that benefits everyone.
Buying a Practice
Many things can go wrong when buying an optometry practice. Learn how our experts can help you avoid the pitfalls and ensure you and your partners are on the same page.
Selling your Practice
Selling your optometry practice is a major step in your life and it has to fund your new dreams. We can help create a transition that will see your practice continue to thrive.
We have enjoyed and trusted Roxanne since we started doing business with her some five years ago. Over that period of time, Roxanne has expanded her knowledge and association with some great investment minds. Confidence is required in any relationship, and we are confident with Roxanne and her team even in these volatile times. We are looking forward to a great future.
Estate planning to me was a daunting and stressful task. I knew it had to be done but where do I begin? How do I divide my estate? To whom? How much? The list goes on. However, lucky for me my estate planner, Roxanne Arnal has my back. What an enormous relief to have a person who knows the right questions to ask and delves into areas you had no idea existed. In the end, having an estate planner and having a plan in place is the best move you can make for your own piece of mind!
Roxanne has provided me with peace of mind financially and a clear path to retirement.
Business Transition Consulting Services
Contact us today. We’d love to help you, whether you’re starting, buying, or selling an optometry practice.