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?

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