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
- 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
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/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.
