Tailored to the unique needs we uncover during our 15-minute introductory call, our approach involves engaging with nurses through two distinct pathways.
One avenue encompasses our Comprehensive NURSING Plan, coupled with ongoing investment management. This comprehensive option is thoughtfully crafted to cultivate a lasting, mutually beneficial relationship, addressing every facet of financial planning and investment management.
For nurses seeking a more streamlined solution, we present our Financial Focus Meeting, designed to provide targeted support to those requiring less extensive assistance.
Our CERTIFIED FINANCIAL PLANNERS™, Will create a wholistic financial plan.
Based on our NURSING Process designed specifically for Nurses.
N - Assessing your Needs: Begin by evaluating your current financial situation, including income, expenses, debts, and future financial goals.
U - Understanding Your Objectives: Clarify your short-term and long-term financial goals, such as saving for retirement, funding education, buying a home, or starting a business.
R - Reducing Stress and Managing Risks: Identify and implement strategies to reduce financial stress and manage risks effectively. This includes creating an emergency fund, managing debt, and obtaining appropriate insurance coverage.
S - Setting a Strategy: Establish a formal strategy that considers all your needs and objectives.
I - Investment Planning: Develop an investment plan aligned with your risk tolerance, time horizon, and goals. Consider diversifying your portfolio to manage risk.
N - Navigating Taxes: Understand the tax implications of your financial decisions and seek tax-efficient strategies to minimize your tax burden.
G - Grow and Review: Continuously monitor and adjust your financial plan as needed. Stay informed about market trends and seek opportunities for growth through education and professional advice.
Your personal NURSING Pan is delivered in person or via video call and usually takes 2-3 hours.
One of our CERTIFIED FINANCIAL PLANNERS™, will go over the plan in detail ensuring all your questions are answered and walk you through implementation step by step.
Ongoing Advice and Investment Management
$0-$250/Month + 0.6%-1.15% Of Assets Under Management
We understand that the NURSING profession is dynamic, and that individual circumstances and goals may change over time. The NURSING Plan was designed to provide flexibility and adaptability.
What is included with ongoing advice and investment management?
Two annual review meetings per year
Unlimited access to a CERTIFIED FINANCIAL PLANNER™
Personal website to keep you organized
Proactive communication when things look scary and when they are going well
For nurses looking for advice on 1-2 specific areas we offer a 90 minute in person or video call with a CERTIFIED FINANCIAL PLANNER™ designed to address your most pressing questions.
90 Minute meeting to address 1-2 of your biggest financial concerns.
Follow up including recap of our discussion, options to address your concerns, our recommendations, and proposed course of action
All the benefits of the NURSING Plan just limited to 1-2 planning areas
