Chart Your Path to Financial Success
PA-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 PA. 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 toward 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.
Samantha (Sam) Silberstein, CFP®, CSLP®, EA is an experienced financial consultant. She joined the Student Loan Planner team to be able to combine her financial planning background and experience of working with clients burdened by student debt in education, research, medical and government related fields. She works one-on-one with clients to provide guidance and a path forward on navigating the complexity of student loan debt, while balancing other long-term financial goals. She is passionate about working with individuals and organizations that come from communities who may have been historically underrepresented and may have had limited access to competent and ethical financial guidance. Sam is an advocate for building a financial life that is both sustainable and compatible with one's own values and desires.
Testimonial
Lawrence
PA“Sam has been great getting us set up with multiple online accounts that help organize and better visualize Not only what our net net worth is but what is outgoing vs. incoming income. We also go over relatively frequently at meetings how we are hitting our goals to stay on track for short term and long-term goals. She is always quick to respond to a nudge message since I’ve been having car troubles lately and that could be a hiccup in plans. It feels really good to have someone on your side that you know will be able to help me through uncertain times in a world that can be quite complex.“
Disclaimer:
Testimonials are from real customers who may have been compensated for reviews.
