Flat-fee financial planner specializing in early retirement planning/F.I.R.E.
I provide advice only financial planning with no ongoing investment management fees We partner virtually with young professionals and pre-retirees all across the country. For a simple, flat dollar fee you'll work with an independent CFP® to create a detailed roadmap for your financial future. Unlike most financial advisors, we don't require you to have us manage your investment portfolios. Visit www.hcpwealth.com to learn more and schedule a complimentary video meeting or phone call.
12/02/2023
I've put together a free guide to show you the most common mistakes folks make when planning for retirement.
1. Handling Inactive 401(k)s and 403(b)s
2. Missing Out on Roth Conversions
3. Mismanaging Account Types and Contributions
Download your free copy to see all ten mistakes and how you can plan better.
flatfeefinancialplanner.hcpwealth.com
11/25/2022
https://hcpwealth.com//8-mistakes-young-professionals-make-when-planning-to-retire-early
8 Mistakes Young Professionals Make When Planning To Retire Early These are the top 8 mistakes young professionals make when planning to make work optional before 65
02/09/2021
With so many eligibility rules for PSLF, it can be easy to mistakenly believe you have been making qualifying payments towards forgiveness when you have not. This guide, which has been updated to include the impact that the CARES Act has had on PSLF, will teach you everything you need to know so that you can be 100% sure if you qualify.
How To Qualify For Public Service Loan Forgiveness (PSLF) For some medical professionals, having a thorough understanding of how to qualify for PSLF could mean the difference between saving tens of thousands of dollars or experiencing a lot of heartache. To qualify, you must meet ALL 5 of the following requirements:
02/04/2021
Do you wonder if you are making the smartest decisions when it comes to:
➡️Budgeting
➡️Investing
➡️Student Loan Debt
➡️Maximizing Your Credit Scores
➡️Insurance
➡️Estate Planning
✳️You can read these free, on-demand modules in under 10 minutes each to help make sure you are avoiding costly mistakes.
Nurse Your Wealth: Free On-Demand Personal Finance Tips The Nurse Your Wealth on-demand personal finance modules are designed to increase the financial literacy of healthcare professionals. They will teach you the basics of cash flow optimization, investing, student loan debt, use of credit, life and disability insurance, and estate planning