Free Consult

Get a FREE financial plan with tailored recommendations to get you on track today!

Are you tired of not knowing where to put your money? Do you need a plan to get you on the right track to build wealth and retire sooner? I can help you establish a plan to pay down debt, save more money, and invest for your future. In your FREE consultation, you will learn:

  • To establish your financial goals

  • Where to allocate your hard-earned dollars

  • How to pay down debt and save more

  • How to get the most value out of your money

  • If your investment portfolio is set up for success

  • If your loved ones will be taken care of financially

  • How early you can retire

Fill out the following information to take the next step in being financially independent and worry free!

I help professionals simplify their financial life. This is done by creating an actionable plan to achieve financial freedom and solve money problems along the way 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, learn more about one another, and decide if we are a good fit.

READY TO TALK?
Schedule a FREE CONSULT or get a second opinion:
Direct: 615-800-6963
Email: [email protected]
Website: www.appliedcapital.com