Ambitious Planning for Healthcare Workers

Plan of Care works with healthcare professionals (RNs, RTs, OTs, PTs, CRNAs, NPs, MDs, DOs, pharmacists, perfusionists and more) in the accumulation stage of wealth building.  Whether you are starting out your career in healthcare or are in your peak earning years, Plan of Care is your partner for ambitious financial planning.  We work with people looking to establish a years to decades long relationship working together to win financially: individuals, families, and private offices with ambitious financial goals that want a partner to help advise them along the way.  

Anyone who spends five minutes researching financial advisors or financial planners are bombarded with talk of "financial goals and retirement planning."  Most of the information centers around how to save and plan for retirement with a little talk of college savings or insurance sprinkled in.  While those are important, the focus tends to be on sacrificing today for your distant future.  It is all, "how much can you save and what can you do without?"

We think planning can be done differently.  We focus on "what can you do today and not derail your future."  One of the leading causes of straying from any financial plan is feeling like you are sacrificing any form of lifestyle just so you can retire one day.  We believe a plan is much easier to follow if we are still able to enjoy life today, while maintaining a focus on tomorrow.

We include that travel fund, planning for that concert, building or buying that dream home, planning to start a family or whatever your ambitions are into your financial plan.  These things are not an afterthought once we hit our 20% savings rate.  They are given the same measure of importance as your other financial goals in building and maintaining your financial plan.