Financial Planning for Physical Therapists
PT-specific financial planning services
You've dedicated years to honing your skills and expertise as a physical therapist, embodying resilience and compassion in every patient interaction. Your profession demands meticulous care, empathy, and a dedication to improving lives. Just as you tailor treatment plans to meet individual needs, managing your finances requires a personalized approach.
As a trusted partner in your journey, we understand the unique challenges and opportunities that come with being a physical therapist. We're here to collaborate with you, leveraging our expertise to navigate the financial landscape while aligning with your professional aspirations and personal goals.
Curious about the feasibility of early retirement? Contemplating practice expansion or diversification? Let's delve into your ambitions and craft a financial strategy tailored to your vision for the future.
Don't navigate financial decisions alone. Schedule a consultation with one of our financial planners today and take the first step toward securing your financial well-being and peace of mind.
Meet the Physical 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!
*Please visit slpwealth.com/tax-agreement for complete details
Tax planning, filing*, and services for:
- All services and filing from Personal tier above
- S-Corp return filing
- Tax planning
*Please visit slpwealth.com/tax-agreement for complete details
1For a limited time, just $149/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 50% 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!
$149/month pricing goes into effect on January 1, 2025. November and December 2024 billed at introductory $99//month rate.
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
Kelly
Physical Therapist“Financial planning that takes a personalized student loan strategy into account. Loans are a huge factor in my financial landscape as a career-changer with high debt to income, and without the student loan plan, I would have been lead down the path of repayment (vs forgiveness), and wasted a hell of a lot of money. I feel like I am treated as a whole person vs just someone with an investment account.”
Breanna
Physical Therapist“Having a financial planner through SLP wealth has been incredibly helpful with prioritizing our financial goals, setting realistic plans to meet those goals, and finally feeling financial freedom. “
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.
