Financial Planning for CRNAs
CRNA-specific financial planning services
You've mastered the rigorous demands of CRNA training and gained invaluable experience through your profession. Your dedication, acumen, and resilience are evident as you deliver expert anesthesia care to your patients. Managing your finances, much like ensuring optimal patient outcomes, requires a nuanced, informed strategy.
Just as effective anesthesia practice often involves collaboration within a healthcare team, achieving financial well-being can also benefit from a team approach. At SLP Wealth, we understand the distinctive challenges and opportunities that CRNAs face. Our team consists of fiduciary financial experts who specialize in addressing the financial needs of healthcare professionals like you.
Wondering if you can retire comfortably? Dreaming of buying a home or planning for other major life goals? Concerned you might be missing out on tax-saving strategies? Stop second-guessing yourself. Let's work together to explore what's possible for your financial future.
Schedule a call with our CRNA financial planning team today and take the first step toward financial empowerment.
Scotty McDonald is a CERTIFIED FINANCIAL PLANNER®, a Certified Student Loan Professional (CSLP®), and holds a FINRA Series 65 license. Scotty has a great passion for helping others realize the peace of mind that financial clarity can provide. He has a deep empathy and curiosity for each individual’s circumstances derived from his wide range of life experiences as a small business owner (commercial photographer) and Environmental Scientist in the public sector. Scotty has firsthand student loan expertise from community colleges, private and public universities, and specializes in helping public servants achieve Public Service Student Loan Forgiveness.
When not helping folks with student loans achieve financial freedom, Scotty is very likely going on long trail runs near his home in Santa Cruz, California.
Financial Planning
- First Month 50% Off ($99)
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
- Try for 30 Days Risk-Free
Add Additional Services:
We manage your portfolio so you don't have to. Tax-loss harvesting, diversified investments, and low fees, with your goals driving every decision. See our brochure for additional pricing info.
Tax planning, filing*, and services for:
- Individual W-2, K-1
- Single member LLC or Sole Proprietorship
- Amendments for student loan strategies
- Married filing separately included!
*Please visit slpwealth.com/tax-agreement for complete details
1For a limited time, just $199/month for financial planning and we’ll waive your set up fee ($0 instead of $1,000). Those fees are not locked in forever (thanks inflation), but once you sign up, we’ll keep you locked into that monthly rate as long as we can!
Testimonials / Endorsements
Kaylie
CRNA“[My planner] has helped me gain confidence in my financial management and given me a sense of security by helping me come up with a reasonable plan to pay off loans and manage wealth.“
Disclaimer:
These testimonial/endorsement statements were provided by current and former clients in response to client satisfaction surveys. Clients who completed surveys were eligible to participate in a drawing for a gift card awarded to a survey participant chosen at random, not based on survey responses. No compensation was given, and no conflict of interest exists between the client and SLP Wealth.
