About Us
Simplicity
Ambitious Financial Planning
Ambitious Financial Planning
Our lives are complicated enough. Your financial plan should be easy to understand and easier to stick with. We will build a plan that focuses on your ambitions and that you understand and are comfortable executing. Your financial life is complex and can be stressful. We will break down the complexities and take away that stress.
Ambitious Financial Planning
Ambitious Financial Planning
Ambitious Financial Planning
What is ambitious financial planning? Much of financial planning focuses on what you must sacrifice today in order to retire. It is framed as a life of doing without. Healthcare workers sacrifice so much of themselves everyday mentally, physically, and emotionally. Ambitious financial planning takes the opposite approach. We want to
What is ambitious financial planning? Much of financial planning focuses on what you must sacrifice today in order to retire. It is framed as a life of doing without. Healthcare workers sacrifice so much of themselves everyday mentally, physically, and emotionally. Ambitious financial planning takes the opposite approach. We want to drive for the ambitions you can achieve that fit into that lifelong financial plan. Ambitious financial planning is focused on a life of doing.
Partners for the Long-Term
Ambitious Financial Planning
Partners for the Long-Term
Financial plans are not set in stone. They cannot be. There are too many things that can change from your income, ambitions, family dynamics, health, time horizon, etc. We want to be with you to tackle all of those changes. As life happens, we adjust your plan to meet new challenges to keep you on track to reach your ambitions.
Empowering Healthcare Workers' Financial Futures
Matt Payne, BSN, Founder
Matt is not a finance major. He has not spent the last 20 years selling commissioned products at a broker-dealer. His degrees are in nursing. He has spent most of his adult life caring for critically ill children. He spent a year and a half at an insurance company getting licensed and training to be a financial advisor. It was a great experience with a wonderful team, but it was not how he saw himself helping people. Enter, Plan of Care Advising.
About the Practice
Matt founded Plan of Care in 2023 to work with healthcare professionals to understand their finances and live the life they want. We have no account minimums and seek to keep operating costs low so we can price our services to be available to those often priced out of working with a financial planner. We operate virtually, we can meet face to face with those that live in or around the Birmingham, Alabama area, and work with vendors that emphasize technology and a fully digital experience so we can operate efficiently, quickly, and nationally.
Plan of Care is currently registered in Alabama and Louisiana.