serving nurses across a wide range of specializations
GOLD STANDARD TREATMENT
Whether you are an RN, NP, CRNA, travel nurse, or midwife, you have unique financial planning needs that may include student loan repayment, taxes, retirement planning, and so much more. At Impact Wealth Management, We have carefully crafted specialized "plans of care" for different stages of your career. Each tier of our financial planning process was specifically created to help you eliminate debt, build real wealth, leave an impactful legacy, and focus on what matters most to you.
Learn more about each "plan of care" below.
foundation for success
This plan of care was designed for newly graduated nurses and those whose main concerns include managing their student loans and cashflow.
One of the most common conversations we have with nurses that recently graduated is how all of the different student loan repayment options can be overwhelming. Think of us as your student loan advocates who can help by providing a custom loan repayment plan based on your unique circumstances. This includes considering potential future student loan forgiveness opportunities, your current budget, your goals, your personal circumstances (are you married, do you have children, etc), and more.
We have the knowledge, experience, and capacity to help you create a healthy financial foundation. While you are caring for your patients' health, let us help you take care of your financial health.
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discovery call
from debt to wealth
This plan of care was designed for nurses that are early to mid-way through your careers whose main concerns include reducing your liabilities and increasing and protecting your wealth.
While you may still be focused on managing student loan debt, you are also concerned about other areas of your financial health. We not only create a plan for you to manage and eventually eliminate the financial burden of student loans, but also begin the process of building wealth, protecting your assets, and proactively planning for retirement.
At this stage, you may also be planning for your children's future education and potentially looking to advance your career through promotion, continued education, or other new opportunities.
We'll assess how you are currently utilizing your workplace retirement plan, as well as discuss other ways to build wealth, protect your assets, and help mitigate your tax burdens. Think of this planning as preventative care for your wealth.
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discovery call
impactful legacy
This plan of care was designed for the more seasoned nurses with years of experience. At this stage in your career, your finances have gotten even more complicated. By now, you likely have all of your student loans paid off and you are focused more on accumulating and protecting your wealth.
You have an established career and may have children attending or already graduated college. While you may not be retiring tomorrow, you are still looking forward to eventually slowing down or retiring. Planning ahead helps you answer questions like "Will I have enough to retire when I want?" and "Am I doing everything I should be now?"
As you face all of the changes and challenges during this time, consider working with us on a holistic approach to financial planning. We have the knowledge, experience, and capacity to help guide you through each of these transitions.
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discovery call