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.

Testimonials

Meaghan

“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.“

Sarah

“Conor has helped us feel confident that we’re on the right track for reaching our financial goals. He’s helped us feel comfortable investing money that we otherwise would have let keep sitting in savings that will now help us work toward building wealth!“

Jane

“We had our second meeting today and it tremendously helped clarify our spending. It was also determined that switching from the PAYE to the SAVE repayment plan at my next recertification was going to save me a good deal of money that can be invested otherwise.“

Disclaimer:


Testimonials are from real customers who may have been compensated for reviews.