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Academic Affairs

Personal Financial Services for
DVM Students

The purpose of the NC State College of Veterinary Medicine Personal Financial Services office is to equip College of Veterinary Medicine students with the tools they need to be successful in their professional lives during and after veterinary school.

To this end, the Personal Financial Services office is pleased to offer students:

  • Budgeting preparation and modification
  • Investment and Insurance Education
  • Debt and Student Loan Repayment Education
  • Holistic Financial Planning
  • Individualized financial wellness appointments
  • Finance-related small groups, presentations, and events

Resources for Students


Individual financial wellness appointments:

We believe Personal Finance is a lifelong endeavor that is influenced by many factors including; interests, abilities, values, personality, background, market conditions, and circumstances. Financial advisors help students and their families know and understand their needs, wishes, wants and the world that influences them in order to make intentional financial and life decisions. We encourage those interested to bring all “decision stakeholders” in to talk, please do not hesitate to ask. We look forward to working with you and your family!
Personal Finance Toolkit

Small Group Sessions:

By offering different mediums through which personal financial material is delivered and absorbed, we believe we can help our students to feel more comfortable with making important financial decisions. These decisions impact the rest of their lives and, while individual appointments are the best method of building and maintaining a personalized plan, small group sessions are a great way to share ideas and learn different perspectives.

If you have a group of 2 to 10 people who are interested in a certain topic, let’s schedule some time to have that conversation together! If you are individually interested in a topic and would like to meet in a small group, let us know so that we can gauge the interest of others!

Scheduling some time:

The NC State College of Veterinary Medicine is excited to partner with Johnathan Williams and Joshua Powell to continue to provide excellent no-cost financial guidance to veterinary students, CVM graduate students and house officers while Andrew Rotz is deployed. Johnathan is a Certified Financial Planner, and their team acts as fiduciary advisors.

To set up a meeting, please contact Sarah Morales at sarah.morales@nm.com or 919-891-9566. Please do NOT try to set up a meeting through the main Northwest Mutual website or you may be routed to a different advisor. If contacting by email, include a brief description of the topic you want to discuss and times/dates you are available in the next few weeks. You should expect a response in the following 48 business hours. You are welcome to bring spouses, parents, friends or significant others to any meetings you wish, and all meetings are held in strict confidentiality.

The following is a list of common topics that come up, but their knowledge and background is not limited to this list:

  • Student loan management and education
  • Credit score/credit reports
  • Budgeting
  • Business planning
  • Life insurance, disability insurance, AVMA coverage, PLIT
  • Home loans, auto loans
  • Car and homeowners’ insurance
  • Estate planning (will and trust)
  • Credit cards
  • Investments, retirement planning, financial planning
  • Taxes

Contact information is listed for Johnathan and Josh is listed below:

Johnathan Williams- johnathan.williams@nm.com  – 919-899-3767

Josh Powell – joshua.c.powell@nm.com – 919-621-2470

 

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