As veterinarians, the guidance you provide about health and wellness care is crucial to the wellbeing of the animals in your practice. But shouldn’t you also have a guide to help you navigate the financial challenges that come with practice ownership?
Fetch Financial specializes in strategies designed specifically for the DVM community. We understand the unique challenges you face, from debt management and business development to employee retention and business transition strategies. Our priority is to work with you to create a glide path for each stage of your career as a veterinarian, ensuring the highest probability for success.
We assist DVMs through every stage of their career, from graduation to practice transition. We offer personalized financial planning specific to the DVM field, with a consultative process. We leverage our experience with other DVMs to assess your needs and guide you towards an appropriate strategy. Our focus is on goals-based planning and mitigating risks. We make communication and monitoring easy with the latest technology. Our annual updates ensure your plan remains on track for success.
At Fetch Financial, we prioritize your success and offer a range of services tailored to your needs. From day-to-day financial guidance to buying or selling a practice, we are here to support you on your journey. Our three-step process ensures that we understand your specific situation and provide personalized recommendations:
We believe in the importance of finding the right fit. Schedule a 15-minute phone call with us, and together, we’ll ensure that our expertise aligns with your unique needs. Just as you wouldn’t refer a patient in need of knee surgery to an ophthalmologist, we want to make sure we’re the right fit for you.
Just like a veterinarian diagnoses before prescribing, our next step is to have a comprehensive meeting with our team. During this 1-hour meeting, we will gain a crystal-clear understanding of your retirement goals, needs, and concerns. This diagnosis will guide us in providing tailored recommendations.
After completing our Readiness Assessment, we will meet with you for another 1-hour session to review our findings and recommendations. We will explain exactly how you can improve your retirement plan, lower taxes, and optimize your investments. Our goal is to equip you with the knowledge and strategies you need to secure a successful financial future.