FLCI: Financial Security Begins with Financial Literacy

• 30% for Wants:

Experiences and luxuries that are nice to have such as eating out, travel, brand name clothing, technology, etc.

• 20% for Financial Goals:

Long-term goals such as repaying debt, buying a home, achieving a work-optional lifestyle, saving for retirement etc.

Step 3: Speak to a Financial Planner Who Und-

erstands Your Journey—Contact BCDO to access your financial coaching benefits

“Plans fail for lack of counsel, but with many advisors, they succeed,” is a timeless proverb that applies to doctors who are focused on their practice and understand their limits when it comes to financial, tax, and legal planning.

Now is a good time to start interviewing financial professionals who understand your unique journey as an Optometrist or get a second opinion on your current financial plan.

As part of your BCDO member benefits, you have support when it comes to managing your finances and building a solid financial house. BCDO partners with FLC to provide you with 2 financial coaching sessions to address your top financial concerns. Within these sessions, you’ll receive a financial ‘prescription’ with recommendations that will detail which next steps to consider as you embark on your career.