1-on-1 sessions built by a DPT for PT students, new grads and experienced clinicians across healthcare.
Choosing the wrong repayment path can quietly cost a PT tens of thousands of dollars across the life of the loan. Most credentialed consults run several hundred dollars for an hour, and they're built for physicians and dentists whose income curves look nothing like ours. These are built for us.
For PTs who want clarity on their money and a clear direction for their student loans. You'll walk away with a Financial Eval & Treat "SOAP" Note.
For PTs who want their student loan direction AND an in-depth breakdown of how to build wealth beyond the loans. You'll walk away with a Financial Eval & Treat Action Plan.
Pick a time and answer a few questions about your loans, income, expenses and PT setting so I can prep before we meet.
We walk through your situation together, and you can ask anything that's on your mind.
Your SOAP Note or Action Plan lays out your options and the reasoning behind them, mapped to your numbers.
A 12-week, 1-on-1 program for PTs who want a guided approach to managing their money well and building wealth, with a plan built around your short and long term goals.
We gather your numbers and run your Financial Vital Signs to see where you stand today.
Your Vision & Goals Summary turns what matters to you into short and long term goals.
Your written prescription compares your student loan routes so you can see which one your numbers point towards.
We get the right accounts open and automate your transfers so the plan runs without you thinking about it.
We re-test your vital signs and map out your next 90 days and 12 months in your Roadmap.
Every Plan of Care starts with a free 15-minute Strategy Call. We'll talk through your goals and make sure the program is the right fit before you commit to anything.
What PTs say after getting their finances evaluated and treated.
No. I'm a physical therapist (DPT), not a licensed financial planner, attorney, CPA, or investment advisor. Sessions are educational and informational only. When something needs a CPA, CFP or attorney, I'll tell you which one and why.
PT students, new grads and experienced clinicians across healthcare. If you're a student who isn't earning an income while in school, the 30-minute SOAP Note is the better value.
If you mainly want clarity on your student loans, start with the SOAP Note. If you want your loan options plus a step-by-step plan for building wealth beyond them, go with the Action Plan. Still unsure? Book a free Strategy Call and we'll figure it out together!
Every session is 1-on-1 over Zoom, so you can join from anywhere.
The 60-minute Action Plan session audio is recorded and transcribed so I can build your personalized plan afterward. The recording and transcript are only used to prepare your deliverable and are stored securely. If you'd prefer not to be recorded, reply before your session and we'll proceed without it.
