We understand our clients, often busy lives, have 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.
Nurture Financial Planning was created with a simple premise: Practicing medical & dental 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.
We opened our doors after years of researching pain-points that residents, fellows, medical/dental 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 at center, financial plans must be life-integrated – a driven approach that’s reflective of your life’s purpose.
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.
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.
The third 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.
Our specialty is financial planning. Each clients' vision, could include areas of: cash-flow efficiency strategies, estate planning, investment/retirement account management, planned giving, corporate talent retention and business management. Strategies are based upon your unique situation. It brings us joy to know that our clients embrace challenges, overcome obstacles, and thrive after meeting with us.
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.
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4050 W. Metropolitan Dr. #150 Orange, CA 92868
Available by appointment - throughout California