Unleash Your Wealth Potential
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 the unique financial journey you're on. 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.
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.
Testimonial
Samantha
Veterinarian“Meredith has made financial planning structured and organized thus far, helping to prevent me from becoming overwhelmed, which is what typically happens whenever I think about finances.“
Disclaimer:
Testimonials are from real customers who may have been compensated for reviews.
