Financial Wellness, One Session at a Time
OT-specific financial planning services
You've dedicated years to your practice as an occupational therapist, offering compassionate care and expertise in every session. Your profession demands meticulous attention, empathy, and an unwavering commitment to improving the lives of your clients. Just as you tailor therapeutic interventions to suit individual needs, managing your finances requires a personalized approach, especially considering the unique challenges occupational therapists often face.
As a trusted partner in your professional journey, we understand the specific financial hurdles occupational therapists may encounter. From navigating fluctuating income due to variable caseloads or insurance reimbursement rates to managing student loan debt accrued from extensive education and training, we recognize the complexities of your financial landscape.
Are you grappling with retirement planning in the absence of traditional pension plans? Considering the leap to private practice ownership or transitioning to a different specialty? Let's delve into your aspirations together and craft a financial strategy tailored to your vision for the future.
Meet the Occupational Therapist financial planning team
Connor Pierce is a Doctor of Physical Therapy and Certified Student Loan Planner (CSLP®). He is a student loan consultant for Student Loan Planner, a financial planner for SLP Wealth, and also the founder of After the DPT, where he partners with Universities and Businesses to educate their students and employees on student loans.
Connor’s expertise in student loans began with figuring out his own situation when he married his wife, who is also a DPT. As married DPTs, they get to enjoy double the debt, which is not exactly double the fun. Connor has taught at physical therapy and occupational therapy graduate schools around the country on handling student debt after graduation.
Most of his spare time is spent enjoying life with his wife and two kids. He loves working out, reading (or listening on Audible), and playing pretty much any sport (in college he played NCAA Division III basketball and football).
Financial Planning
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
Add Additional Services:
At SLP Wealth, we offer a comprehensive investment management service designed to streamline and enhance your financial services experience.
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!
One-time enrollment fee schedule:
Between April 15th and November 15th, clients may sign up with no enrollment fee. Between November 16 and February 15, a $495 enrollment fee will apply. Between February 16 and April 1, a $995 enrollment fee will apply. Between April 2 and Tax Day, SLP Wealth will not be able to accommodate filing services for the prior tax year. Any client who signs up for tax services during this date range will be signed up for tax services for the current calendar year tax year.
*Individuals with more complex returns that include more than 1 rental property, more than 2 state filings, or additional factors may be subject to a higher fee and/or an additional $199/hr fee for filing. Visit https://slpwealth.com/tax-agreement/ for the complete list.
1For a limited time, just $99/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 67% off your first year financial planning fee. 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!
If you have a large student loan balance, you will have to complete a student loan consultation with Student Loan Planner to qualify for the discount above. Otherwise you will be subject to normal pricing of $199/month and $1000 enrollment fee.
Testimonial
Meaghan
Occupational Therapist“Dan is a breath of fresh air. I was leary about getting a financial advisor because I pictured an old man out of touch with the realities of what the modern post-college millennial faces in this economy. SLP wealth & Dan specifically, have far exceeded mine & my partners' expectations when it comes to financial planning. Dan is a real human, who understands what it's like to navigate massive debt, alongside big dreams. He's helped us advance our financial goals & feel more confident making huge financial decisions. From helping us refinance 250k+ in student loan debt, to finally being able to purchase a home in this crazy market, we trust that Dan has our back. He's gone above & beyond time and time again. We are forever grateful for SLP wealth & plan to be lifelong partners. Thank you for reimagining the financial planning industry, so everyday people like us can thrive.“
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.
