Optometrists
deserve expert
financial planning
and investment management
with flat, fee-only pricing
With deep insights into the optometry profession, we build and optimize financial plans for optometrists that can turn your professional success into personal wealth and security.
Plan & invest
fee-only pricing
education-focused
Financial planning for optometrists
Financial planning for optometrists
Does your financial plan need clarity?
Between patient care, managing a practice, and personal commitments, finding the time and energy to manage your own finances can feel next to impossible.
At Foresight Financial Planning, we believe every optometrist deserves financial planning that's as precise and personalized as the care they provide their patients.
I’m Tyler Day, CFP®, CSLP® and I give ODs and their families financial clarity
Navigating personal finances can be particularly daunting for optometrists, who often find themselves too caught up in the day-to-day of patient care to give their finances the attention they deserve.
I’ve seen the stress and uncertainty this can cause, not just on a professional level but personally as well. It’s why I've dedicated myself to serving the optometry community.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Student Loan Professional (CSLP®), I empower optometrists with the knowledge and tools they need to make informed financial decisions.
Earning the CFP® certification means I have met rigorous national requirements for education, examination, and experience. More importantly, it binds me to a strict fiduciary standard—meaning I am ethically and legally obligated to always put your financial best interests first
From understanding complex investment options to developing effective tax strategies, my expertise helps clients achieve both their immediate and long-term financial objectives.
And I'm excited to offer the same expertise to you.
Get the financial peace of mind you deserve
Get the financial peace of mind you deserve
Foresight Financial Planning specializes in serving the financial planning needs of optometrists, leveraging deep industry insights to craft personalized strategies that work.
Invest in Your Family’s Future
Our financial services include:
✓ Financial plan creation
✓ Investment management
✓ Ongoing financial support
Focused on Financial Education
When you work with us, we:
✓ Demystify personal finance
✓ Cultivate informed decision-making
✓ Secure your family’s financial future
No Percentages or Commissions
Our flat-fee-only pricing means:
✓ No hidden or confusing fees
✓ Objective and conflict-free advice
✓ No stressful product sales
Transform your financial future in three easy steps
Transform your financial future in three easy steps
Step 1:
Schedule Your Consultation
Schedule your initial financial consultation to discuss your vision for the future and identify any financial impairments hindering your progress.
Step 2:
Comprehensive Financial Diagnostics
Undergo a thorough assessment of your financial health, where we use our expertise to diagnose areas of improvement, crafting a personalized plan for your financial well-being.
Step 3:
Enjoy Clarity and Peace of Mind
With a clear financial plan in place, enjoy a new level of clarity and focus on your path to achieving your financial goals, ensuring a bright future ahead.
Empowering optometrists with tailored financial strategies
Empowering optometrists with tailored financial strategies
At Foresight Financial Planning, we understand the unique financial challenges of optometrists in the early to mid-stages of their careers, from managing student loans to planning for practice ownership.
Budgeting
Debt Reduction
Savings Strategies
Investment Management
Practice Ownership
Business Planning
Retirement
Tax Planning
Estate Planning
Insurance Analysis
Education Funding
OUR SERVICES
With our optometrist-focused financial planning expertise, you can focus on what you do best—caring for your patients—knowing that your financial health is in expert hands, poised for growth, security, and success.
What it’s like to work with an optometry-focused financial planner
What it’s like to work with an optometry-focused financial planner
Recent grads
A recent graduate begins her optometry career.
Retire Early
An optometrist plans for career flexibility.
OD Partners
Seasoned optometrists look at practice ownership.
Frequently asked questions
Frequently asked questions
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Foresight Financial Planning specializes in serving optometrists because we recognize the unique financial challenges and opportunities faced by professionals in this field.
Our founder's direct connections to the optometry community, through family and friends, have equipped us with a deep understanding of your specific needs, from managing student loans to planning for practice ownership.
This specialization allows us to offer tailored advice and strategies that directly address the financial complexities of optometrists, ensuring our clients receive the most relevant and impactful guidance.
Despite our specialty in serving ODs, we proudly offer our financial planning and investing expertise and services to other medical professionals and Georgia natives.
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Not all financial advisors are held to the same standards. A CERTIFIED FINANCIAL PLANNER™ professional has completed extensive coursework in comprehensive financial planning, passed a rigorous board exam, and met stringent experience requirements. Furthermore, CFP® professionals are sworn to a strict code of ethics and must act as fiduciaries. Because the financial life of an optometrist can be complex—from managing student loans to practice ownership—working with a CFP® professional ensures you are receiving objective, highly educated advice tailored entirely to your best interests.
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Our pricing is different from how most financial advisors charge. We pride ourselves on offering a flat-fee-only structure. This means our fees are the same for everyone and are without any hidden costs, percentages, or commissions from selling financial products.
For details on our pricing, check out our Services & Pricing page. We encourage a preliminary consultation to discuss your needs and provide a clear outline of the fees associated with our services.
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Our fee-only structure aligns our interests with yours. It means we are compensated solely through the fees you pay for our advice and management, not from commissions on selling financial products.
This model ensures that our recommendations are based on what's best for you, not on generating additional income for us. It fosters a relationship built on trust, transparency, and a commitment to achieving your financial goals.
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Our service starts with the creation of a detailed financial plan tailored to your unique situation and goals. This plan covers everything from debt management to retirement planning, investment strategies, and more.
Clients can choose to engage with us on an ongoing basis for continuous financial planning and investment management, ensuring that their financial strategies adapt and grow with their changing needs.
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The process begins with a comprehensive review of your current financial situation, goals, and concerns. This involves gathering detailed financial information and discussing your aspirations and life plans.
We then craft a personalized financial plan that addresses your specific needs and objectives. The initial planning phase typically takes three months, after which we present your plan and discuss the next steps for implementation.
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Engaging us for our ongoing comprehensive financial planning service means that you will get our help with nearly every aspect of your financial life. We will actively help you implement your financial plan and invest your money according to your personalized investment management strategy.
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If you choose our ongoing financial planning service, we will completely review and revise your financial plan every two years. Because we actively work with our ongoing financial planning clients to implement their plan, more frequent revisions become unnecessary.
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We offer a free initial consultation without any fee. This meeting is designed to help both of us determine if Foresight Financial Planning is the right fit for your financial planning needs. It's an opportunity for you to ask questions, understand our approach, and decide how we can best serve you without any financial commitment.
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The first step is to schedule an initial consultation with us. This no-obligation meeting allows us to understand your financial situation and goals, and it gives you the opportunity to learn more about our services and how we can help.
You can schedule this consultation by contacting us through our website, and you can get familiar with what to expect at your first financial planning meeting by reading our article, The First Steps in Working With a Financial Planner.
Foresight Financial Planning vs. The Rest
Foresight Financial Planning vs. The Rest
Rather than offering generic advice with confusing or unfair fees, we specialize in helping the financial needs of optometrists at a clear flat price for both planning and investing.
Factors
Helps ODs
Specializes in ODs
CFP® Professional on Staff
Fee-Only
Flat Fee Planning
Flat Fee Investing
Us
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Them
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help
help
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Not sure how to pick a financial planner? Start here
Not sure how to pick a financial planner? Start here.
Let’s build your financial health together.
✓ Feel confident about your finances so you can achieve your professional and personal goals.
✓ Become inspired by your own progress towards financial independence.
✓ Be thrilled by the possibilities that come with a well-managed financial portfolio.