Financial Planning for Veterinarians
Veterinarian-specific financial planning services
You've poured your heart and soul into your career, bringing expertise and compassion to every patient you encounter. Your dedication makes the world a better place. But let's talk about something else important – your finances.
We know being a vet isn't just about patient care and working with clients; it comes with its own set of financial challenges. Whether it's dealing with the ups and downs of income due to seasonal changes in caseloads or figuring out how to tackle those hefty student loans from your years of education, we get it. And we're here to help.
Our team understands your unique financial journey. Meredith, our team leader, is a veterinarian herself! From planning for retirement in a field without traditional pension plans to exploring the idea of owning your own practice or switching roles, we're ready to be your partner every step of the way.
So, why stress about financial decisions when you could be spending more time doing what you love? Let's start crafting a financial plan that's as tailored to your dreams as your treatment plans are to your patients. Because you deserve financial peace of mind as much as any furry (or scaly) patient deserves belly rubs.
Let's work together to ensure your financial journey aligns with your career aspirations and personal goals.
Meet the Veterinary financial planning team
Meredith Jones is a Certified Student Loan Professional (CSLP®) and an Accredited Financial Counselor (AFC®). She holds a FINRA Series 65 license and is working toward the Certified Financial Planner designation. Prior to becoming a student loan consultant and financial planner, Meredith worked as an emergency veterinarian for over 12 years. She became a “money nerd” while making a plan for her own student debt. She is the co-founder of Veterinary Financial Summit and the admin for the Debt-Free Vets Facebook group. She also hosts the Veterinary Financial Podcast. Meredith has a passion for helping professionals navigate their student debt and incorporate their repayment strategy into their overall financial plan. At SLP Wealth, she focuses on financial planning for veterinarians.
Outside of work, Meredith loves traveling, hiking, and spending time with her husband, silly pit bull mix, and spicy senior cat.
David Aizuss is a seasoned financial professional dedicated to helping individuals navigate the intricacies of student loans. With a background as a commercial real estate appraiser from 2017 through 2020, David developed a sharp eye for financial nuances and honed his analytical skills.
Since 2021, David has been making a significant impact as a Mortgage Loan Officer. His journey in the mortgage industry showcases his commitment to guiding clients through the complexities of financial decisions, solidifying his reputation as a trusted advisor.
As a student loan advisor, David brings a wealth of knowledge to the table. His experience in both commercial real estate and mortgage lending uniquely positions him to offer comprehensive insights into financial planning.
What sets David apart is not just his technical proficiency but also his ability to communicate complex financial concepts in a clear and concise manner. Clients can trust him to demystify the student loan process and provide a roadmap to financial success.
Our pricing
Financial Planning
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
Add Additional Services:
At SLP Wealth, we offer a comprehensive investment management service designed to streamline and enhance your financial services experience.
Tax planning, filing*, and services for:
- Individual W-2, K-1
- Single member LLC or Sole Proprietorship
- Amendments for student loan strategies
- Married filing separately included!
*Please visit slpwealth.com/tax-agreement for complete details
Tax planning, filing*, and services for:
- All services and filing from Personal tier above
- S-Corp return filing
- Tax planning
*Please visit slpwealth.com/tax-agreement for complete details
1For a limited time, just $149/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 50% off your first year financial planning fee. Those fees are not locked in forever (thanks inflation), but once you sign up, we’ll keep you locked into that monthly rate as long as we can!
$149/month pricing goes into effect on January 1, 2025. November and December 2024 billed at introductory $99//month rate.
If you have a large student loan balance, you will have to complete a student loan consultation with Student Loan Planner to qualify for the discount above. Otherwise you will be subject to normal pricing of $199/month and $1000 enrollment fee.
Testimonials
Stephanie
Veterinarian“Meredith is very kind and patient with me. I know next to nothing about financials and she has helped a lot!”
Claire
Veterinarian“I find finances, banking, student loans, and investing all overwhelming. I do not feel literate in these areas and having a professional who understands my profession tell me I'm on the right track here, but take these steps here (with specific helpful instructions!) is really really helpful and makes me feel much more secure in my savings and financial plan. It really is quite a mental load off.”
Samantha
Veterinarian“Meredith has been super helpful and easy to talk with. We only just started working with her but I feel hopeful she will really help us. And I like that she is also a veterinarian and knows the ins and outs of the profession and what we usually deal with financially.”
Keri
Veterinarian“I like SLP Wealth’s personal approach, everyone there seems to really understand the individual concerns of those of us with high student debt and work to help ease my mind and help me work towards financial freedom without giving up the things that are truly important to me.”
Meghan
Veterinarian“I look forward to professional knowledge specifically about planning as veterinary family with loans.”
Disclaimer:
Testimonials are from real clients of SLP Wealth who had a chance of receiving a gift card from us for participating in our client satisfaction survey where this testimonial was received.
