Financial Planning for Nurses and Nurse Practitioners
Nurse-specific financial planning services
You've navigated the rigorous journey of nursing school and gained invaluable experience through your profession. Your dedication, intelligence, and resilience shine through in your everyday work.
Just as effective patient care 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 triumphs that come with being a nurse. Our team comprises 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 nurse planning team today and take the first step towards financial empowerment.
Scotty McDonald is a Certified Student Loan Professional (CSLP®), holds a FINRA Series 65 license and is a Candidate for CFP® certification. 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.
Testimonial
Jennifer
Nurse Practitioner“From the first few minutes of our video appointment with Scottie, we felt extremely confident of his ability to help us in managing our money and planning for our specific goals in the future. As a couple who have never had a financial planner before, we didn’t know how much we needed one until that first meeting. Thanks so much for sharing your knowledge and helping us to accomplish our goal, Scottie!“
Kerry
Nurse“We love Scotty – he is realistic and so helpful.”
Disclaimer:
These testimonial statements were provided by current 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.
