Fees
Veterinarians
Associate, Emergency, Relief, and Specialty Veterinarians
Associate, Emergency, Relief, and Specialty Veterinarians
Fees
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem.
Ongoing Financial Planning covers each of the following topics, with a separate meeting devoted to each during the initial year:
- Cash Flow Optimization, including a student loan analysis with a Student Loan Planner® consultant.
- Complete Tax Planning Review including income tax and estimated payments projections
- Proactive Estate Planning
- College Planning Analysis
- Insurance Review (personal & business)
- Investment Strategy & Portfolio Analysis
- Goals Visualization
Renewal years will consist of a minimum of 3 meetings to address timely areas of concern and proactively plan ahead.
With our open door policy, you can feel comfortable reaching out with any questions you have about your money. We’re here to help!
Pricing Examples:
Example 1:
Julie completed her residency last year and is currently employed as an internal medicine specialist making $175,000/year. Julie still has high student debt and a net worth below $100,000. Julie is primarily looking for guidance on student loan repayment, allocating savings, properly insuring her income and assets, and establishing a strong financial foundation. Julie's fee would most likely be our firm minimum of $3,000/year ($250/month).
Example 2:
Mark and Katie are married with 2 kids. Mark is a consultant and Katie is an emergency vet making a combined $325,000. They have saved well, reduced debt, and accumulated a net worth of $750,000. They are primarily looking for guidance with college planning, preparing for retirement, investment management, and tax reduction strategies. Their annual fee would be around $6,900 ($575/month).
Example 3:
Ryan is a self-employed contractor and Anna is a self-employed relief vet. They have combined income of $225,000 and a net worth of $400,000. As they are self-employed, their primary needs consist of solidifying cash reserves, navigating life/health/disability insurance needs, establishing retirement plans, and calculating/paying estimated taxes. They may also need assistance with business valuations and filing multiple state tax returns. Based on increased complexity, their annual fee would be around $5,250/year ($354/month).
VetWorth works with clients on a fixed-fee basis, providing straightforward and transparent fees that are paid monthly or quarterly.
*Typical fees are $3300/yr ($275/mo) for individuals and $4500/yr ($375/mo) for couples & families.

Ready to Get Started?
When you work with us, you can expect a collaborative relationship where we'll work together to prepare and organize your personal finances, develop your vision and business plans, and assemble your support team to set you up for success!
You are passionate about providing the best care possible for your patients, and could not imagine working in another profession. But between being burdened by student loans, high debt-to-income ratios, and burnout, you wonder what the future holds for you in veterinary medicine.
You may be asking yourself:
At FivePoints, our specialization in working with veterinarians provides us with unique insights into the veterinary profession and equips us with the resources necessary to deliver expert advice customized to your individual circumstances. We welcome you to schedule an Introductory Call to see how we can work together to help you succeed.

Services
Associate, Emergency, Relief, and Specialty Veterinarians
If you are exploring practice ownership, we'll also provide:
Veterinary Practice Owners/Managers
What can you expect when working with FivePoints?
Fees
Have a Question?
You can contact us with any questions you have or help that you may need.