071: Financial Planning Parallels Every Vet Will Recognize
Update: 2025-09-11
Description
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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