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Financial Planning, driven by Life-Design, for Medical & Dental Professionals and their families throughout California


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Financial Planning to Help You Live the Life You Design


We know our clients have busy lives, personal preferences and unique goals. Our belief is to align investments and technical topics with life-design. Sound financial planning is key. Our ultimate vision is to guide you throughout your life of fulfillment and significance. 

With every decision we make, we are either moving closer to or further away from living our values.

- Michael F. Kay

About Us

We care for those who provide care for others.


 Physicians Face Unique Financial Issues

Nurture Financial Planning was created with a simple premise: Practicing medical professionals need professional financial advice. Whether you’re just starting out, or you’re established in your career, our mission is to help those who help others. We target medical professionals ranging from military, private, and public personnel to doctors at university settings and private practice owners.


Our Holistic Financial Planning Approach Was Created Specifically For Doctors

We opened our doors after years of researching pain-points that residents, fellows, medical students and practicing physicians experience. We studied the financial milestones that new physicians run into (paying off loans, starting a family) and reviewed the goals that established physicians focused on (career trajectory, retirement planning). 

We developed a philosophy, regardless of how much money you have, your financial plan must be life-integrated – a holistic approach that’s reflective of your life’s purpose. 

Our team works hard to serve clients throughout California.

Brandon Rivera Photo

Brandon Rivera

Brandon has been in the financial planning world for as long as he can remember. His mother was an administrator with a long-standing financial services company and inspired him to attain his first professional license at the age of 18. As his career progressed, he acquired practice knowledge from industry leading colleagues and went on to complete a rigorous financial planning program at UCLA.  

Brandon’s forte focuses on developing his clients’ life purpose. Once he understands their life goals, he develops the numbers around the client. Brandon enjoys seeing his clients thrive throughout their years of collaboration and his dream is to envision his family, friends, colleagues and clients move from success to significance.  

Brandon is involved with children’s hospital research support, military pro-bono, children’s medical research projects, and church development. 

The future belongs to those who believe in the beauty of their dreams.

- Eleanor Roosevelt

Our Approach

Helping you embrace your life’s journey, starting at the finish line.


Step 1
Discover

The first meeting is more of a qualitative meeting where we want to find out what your goals are and to see if you are the right fit for our financial planning approach. We will walk you through a series of questions to help you discover the path you want to take. In our meeting, we will have an honest conversation where we can begin to align your values to your goals.

Once our meeting concludes, you will take home a two page worksheet that will help you think about what you want your long-term goals to be and how they align with your life.

Step 2
Action

Our second appointment will be an in-person meeting where we will transition from the first meeting to a more in-depth discussion.

We will utilize “mind-maps” and talk about how to design life with your money. The mind map process will help you narrow down how to be more responsible with your money, alter your perspective on how to best invest your funds, and identify your bucket list.

Step 3
Implementation

The final step of our process is all about you. Once we pass on the knowledge and tools to build a better financial future, we will implement.

We will have regular check-ins to ensure that the plan we develop together continues to align towards your life design.

Together we can face any challenge as deep as the ocean and as high as the sky.

- Sonia Gandhi

Services

Your life design and precious time are the center of our purpose.


Holistic Financial Planning

Our primary service is financial planning; however, based on the client’s need, could include areas of student loans, evaluation contract review, asset protection, estate planning, and investment planning. Everything is based upon your unique situation. It brings us joy to know that our clients embrace challenges, overcome obstacles, and thrive after meeting with us.

Wisdom begins in wonder.

- Socrates

Determining our true values is a process of thoughts, discovery, conversation and finally an agreed-upon strategy.

- Michael F. Kay

Contact Us

Happiness comes from happenings.


Please schedule an initial meeting with us today. Additionally, we are available for speaking engagements at hospitals, universities, and medical groups. We look forward to working with you to build you a better financial future.

Schedule a Consultation


Location

Nurture Financial Planning - CA


333 City Boulevard West
Suite 1700
Orange, California 92868