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|About||Applied Capital | www.appliedcapital.com|
WHAT I DO: I help healthcare professionals simplify their financial life by:
Figuring out how to consolidate, refinance, and quickly pay off student loan debt.
Understand the pros and cons of travel employment.
Gain more free-time in your life by developing a plan to support a true work/life balance lifestyle.
Plan a sabbatical or time off from your current career.
How to invest in a new business venture or deal with the sale of a business.
How to save outside of your retirement accounts and build liquidity in your investment portfolio.
Are you appropriately insured - Health, life, and disability.
Portfolio analysis and repositioning of assets to potentially save 15% to 40% in taxes.
Rollover old retirement plans.
Retirement planning for 1099 income.
WHO I WORK WITH: I partner with healthcare professionals including:
RNs - Registered Nurses
NPs - Nurse Practitioners
DNPs - Doctor of Nursing Nursing Practice
CRNAs - Certified Registered Nurse Anesthetists
MDs - Doctor of Medicine
DDS - Doctor of Dental Surgery
WHY IT WORKS: When you partner with me you get on-going, transparent, and simple advice. This includes access to efficient, low-cost investment portfolios, and an easy to follow plan to keep you on track to build financial freedom.
WHAT MAKES ME DIFFERENT: I am a CERTIFIED FINANCIAL PLANNER™ and I engage with you on a 1 to 1 consulting basis, to establish trust, and a deep understanding of your needs. I offer fee-based financial planning advice in all areas of personal finance. I work as an accountability and implementation partner helping you finish what you start and see things through to the end.
HOW IT WORKS: We begin with a FREE CONSULTATION via phone, video conference, or in person. We review and discuss your current situation, I obtain information, and create a tailored plan for you.
Schedule a FREE CONSULT or second opinion: