Financial Planning for Veterinarians

At Steady Gait Planning our main focus is on providing financial advice, guidance, and recommendations to veterinary professionals at each stage of your practice as you work to build a secure financial future.

Stages of Financial Planning

Debt Management

It’s not uncommon for veterinary professionals to accumulate debt to enable schooling and/or the financing of the start-up or buy-in of a practice. We help you manage your productive debt to get it paid off as quickly and with minimal interest as possible.

Insurance Planning

The ultimate goal of a financial plan is to secure your desired financial future as a veterinary professional. To ensure nothing unexpected interrupts or derails that plan, we help protect you from risk by ensuring that you have the right protections in place.

Wealth Planning

Once debt is optimized and insurance is in place, we can begin charting a course for your financial future. This is where we forecast your current and future earnings and work to ensure that they are maximized such that all of your future financial goals are achievable.

Meet Jillian Carr

About five years ago, an old friend approached Jillian Carr asked her to come speak to some of her classmates at the veterinarian college where she was going to school. Carr, who grew up show jumping horses competitively, leapt at the chance, knowing she could merge her animal background with financial planning. That first chat launched her career in a new direction: working primarily with vets. Today she continues to work with DVM’s, RVT’s or specialists in the Veterinarian Industry to create a financial journey that is just as unique as a dog’s nose print. She offers well rounded advice that is unique to each of her individual client’s situations and assists them in finding solutions that support them through all transitions of their career.

What Clients Have to Say

In the day and age of customer reviews, the best way to evaluate what you are likely to get (especially in a service dominated industry) is via referrals that come unsolicited from actual customers who have experienced the remarkable difference that a planner, intimately familiar with their industry and area of practice, can bring to the table. We are grateful when our clients experience insightful advice and great value in planning for their financial future.

Amelia Whitelaw, Class of 2018

“… Jillian and her co-workers were an excellent source of information regarding the different types of insurance that we need as professionals in fourth year and beyond. It was great to chat with her and understand how the process of purchasing insurance works and what I needed to be prepared and covered if anything bad were to happen. I would highly recommend Jillian, even if all you want is more information. At no time did I feel pressured to buy insurance from Jillian. She made the process of buying insurance easy and understandable – and she was always just an email away if I needed more info!”

Shawn McCoy and Marcella St Louis, Class of 2018

“… Jillian is very knowledgeable about what she does. Jillian always presents the facts, discussing both positives and negatives of each decision. We trust Jillian; we have dealt with two other financial advisors in the past and Jillian’s dedication, availability, understanding and attentiveness far exceeds either of our past experiences. Jillian is familiar with the veterinary industry, making her suitable to help guide Veterinarians through school and into their career. Jillian is willing to refer you to alternate resources when necessary to create a comprehensive financial and personal profile. Most notably, when you feel like you may have gotten yourself into trouble or into a financial dead-end, Jillian will have suggestions for you to get through those tough situations.”

Expert Advice and News from Jillian

Avoiding Financial Hardship Requires In-Depth Planning

Jillian Carr was interviewed by the Globe and Mail to talk about the planning involved in avoiding financial hardship resulting from a serious illness. The article entitled "Avoiding financial hardship resulting from a serious illness requires in-depth planning " provides [...]

Financial Implications of a Horse Hobby

Jillian Carr was interviewed by the Globe and Mail to talk about the financial implications of a horse hobby. The article entitled "A horse hobby can gallop away with your savings" provides insight into how Jillian landed on her passion [...]

Jillian Carr Featured in Advocis

Jillian Carr was featured in the Nov/Dec 2018 issue of Advocis, seeking advice from advisors on Learning About Finance. An interview with five advisors who are dedicated to teaching financial literacy today so children, youth, and adults will experience [...]

Contact Us

Unit 110, 4310 – 33 St. Stony Plain, AB T7Z 0A8
Telephone: 587 557 4248 (GAIT)
[email protected]

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