Financial Advice and education for busy professionals business owners retirees
Managing Finances Is Not In Your Job Description.
With a focus on Healthcare providers and Caregivers, we help the helpers.
Associated with
You're Navigating Changes And Ready For Financial Clarity
Life is busy and you're determined to get the most from every opportunity.
But You Have Questions...
How can I enjoy today while also maximizing my resources?
My schedule is packed, how do I simplify my financial decisions?
Am I truly making the most of my investments?
How can I reduce my lifetime taxes and make the maximum amount possible?
...And We Have Answers!
Why HealthyFP?
We understand that balancing career goals, family responsibilities, and life's demands can feel overwhelming. At HealthyFP, we streamline your financial decisions, so you can confidently enjoy today knowing your future is secure. Clear, stress-free, and completely tailored to you.
We are not your typical financial advisor
Picture a "typical" financial advisor, now flip it on it's head. That's the HealthyWay.
Typical Advisor
- Numbers-focused
- Annual check-ins
- Generic plans
- Outdated tools
- Wealth = money
- Unclear fees
- No tax advice
- May not be fiduciary
- Little debt management insight
- Not always CFP®
- High minimums
- Profit Motivated
The Healthy Way
- People-focused
- Frequent, proactive meetings
- Personalized strategy
- Advanced technology
- Wealth = freedom and experiences
- Transparent pricing
- Expert tax planning & preparation
- Fiduciary commitment
- Debt Specialists
- Always CFP® professionals
- No asset minimum
- Charitable Impact
We don't charge based on how much investments you have.
We are legally obligated to make recommendations that benefit you, not us.
We stand behind our work. If you are not satisfied with our services we will provide a partial refund. Details disclosed in our ADV.
No Hidden Commissions, Just clear pricing for real results.
Financial Planning Case Studies
Families
Money should bring your family closer—not cause stress.
Healthcare Providers
You spend long shifts caring for patients, who’s caring for you?
Retiree
You’ve saved wisely, now let’s make it last. You want peace of mind...
Business Owner
You run the business. Let us help you run your financial life.
Working Professional
Build your wealth as you build your career.
Caregiver
You take care of others—who’s taking care of you?
Here’s What People are asking
- Potential Clients
- Philosophy & Pricing
- Services
- Other
Who do you work with?
We love working with people who are ready to make life feel a little lighter and their money work a whole lot harder! You don't need a fancy job title or be at a certain career stage – we're here for you wherever you are. That said, many of our clients are mid-to-late-career professionals, healthcare heroes, business owners, family caregivers, and folks stepping into retirement who are juggling busy lives, growing wealth, and those bigger tax questions that keep you up at night.
Do I need a lot of money to work with you?
Not at all! We intentionally designed our firm to welcome people at every stage of their financial journey. Whether you're just getting started or you've been building wealth for years, we're here to help you make the most of what you have.
Do you only work with a certain type of client?
We've built our practice around one simple principle: supporting good people doing good work. While we're flexible and work with all kinds of wonderful humans, we do have a special soft spot (and expertise) for healthcare providers, family caregivers, and business owners who often have unique financial challenges.
Do you work with clients in my state?
Yes! We work virtually with amazing people from all 50 states. No matter where you're located in the U.S., you're welcome to join our conversations from the comfort of your own home – pajamas optional, but we won't judge!
Who do you serve?
We're proud to serve individuals, families, business owners, and professionals across the entire United States, all through our virtual platform. Our client family ranges from those just starting their financial journey to folks with wonderfully complex financial lives.
Is there a minimum investment required to become a client?
Nope! We don't believe in strict minimums because we're in this for the long haul. We'd rather build lasting relationships with people who are committed to their financial growth, regardless of where they're starting from.
What information do I need to provide to get started?
We'll have a friendly conversation about where you are financially right now, what you're hoping to achieve (both soon and down the road), what keeps you up at night financially, and who else depends on you. This helps us create a plan that's uniquely yours.
Can I work with you if I only want tax preparation and not investment management?
Absolutely! Tax prep is one of our standalone services, and we're happy to quote it separately. Sometimes that's exactly what you need, and we're here for it.
How do you work with clients remotely?
Everything happens online through secure video calls, email, and good old-fashioned phone conversations. It's convenient, comfortable, and honestly, most of our clients love being able to meet with us without changing out of their comfortable clothes!
Who is not a good fit for HealthyFP?
Honestly? If you're looking for someone to just manage your investments and never talk to you again, we're probably not your people. We're also not great for folks who want a completely hands-off approach – we believe in staying connected and involved in your financial journey. Oh, and mean people (we're half-kidding, but only half!).
Who do you work with?
We serve go-getters who want a clear plan for their money: busy pros, families, business owners and anyone with moving parts such as stock options, large paychecks, or an inheritance. Most of our clients are in their 30s and 40s and either have more than one million dollars saved, earn over three hundred thousand dollars a year, or face tricky money puzzles. If you care about building real wealth and a life you love, you are our kind of person.
How do you ensure objectivity in your advice?
Simple: we don't take money from anyone except you. No commissions, no kickbacks, no third-party incentives. This means our advice is always clean, clear, and completely in your corner.
How are your fees structured?
We keep it straightforward – fees are based on exactly which services you choose. Investment management is typically a percentage of what we're managing for you, while financial planning and tax prep are quoted separately and transparently. No surprises, ever.
Are you a fiduciary?
Yes, and we take that seriously! As fiduciaries, we're legally and ethically bound to always put your interests first. That means we'll always recommend what we genuinely believe is best for you.
How are you compensated?
We're a fee-only firm, which means we don't accept commissions from anyone else. Our transparent pricing limits surprises and conflicting advice, tieing our success directly to yours and that's exactly how we like it.
What is your value money-back pledge?
If you are not satisfied with our advisory services, we will make it right with our money-back pledge. Details disclosed in our Form ADV. Your satisfaction and financial progress aren't just priorities, we stand behind our work.
What if I want to manage my own investments?
That's totally fine! We're here to support you however you need us most, and we're always happy to be that second set of eyes keeping watch. Funny thing though – over time, many families end up consolidating everything with us since there's no additional fee and it makes life so much simpler.
What services do you offer?
Think of us as your financial family doctor – we're your go-to for almost everything money-related! While we'll guide you on estate and insurance matters, we don't practice law or sell insurance policies (we leave that to the experts).
Here's what we love helping with:
- Comprehensive financial planning
- Investment management
- Tax preparation (on its own or as part of your bigger picture)
- Retirement planning
- Estate planning guidance
- Business owner strategies (tax planning, succession planning, you name it)
- Cash flow and budgeting support
Do you provide ongoing advice or one-time consultations?
Both! Some clients love having us as their ongoing financial partners, while others just need us for a specific question or project. We're flexible and happy to work however makes the most sense for you.
What types of accounts do you manage?
We handle all the usual suspects: individual accounts, joint accounts, retirement accounts (IRAs, 401(k)s), trust accounts, business accounts, and more. If you've got it, we can probably help manage it.
Where are my assets held?
Your money stays safe with independent, rock-solid custodians – currently Altruist or Charles Schwab. We never take custody of your funds because, frankly, that's not our job and it's safer this way.
Can you help with tax planning and filing?
You bet! Tax planning is baked into our financial planning process, and we offer tax preparation as part of our Silver & Gold packages. If you're only interested in tax services, let's chat – we handle those on a case-by-case basis.
What is included in your tax preparation service?
We handle the whole shebang: gathering your information, preparing and filing your returns, hunting down every deduction and credit you deserve, plus we offer audit protection and support for those trickier tax situations.
Are you a dog person or a cat person?
I'm totally team cat! My sweet Tabby, Bella, has completely won me over, so I'm definitely partial to our feline friends. But don't worry – we love all pet parents equally!
Do you provide advice on all types of investments?
Yes! We work with mutual funds, stocks, bonds, annuities, retirement plans, and more. Everything we recommend is tailored specifically to your goals and how much risk makes you comfortable (or keeps you up at night).
How do you customize financial plans?
Every plan is built around your unique goals, situation, and stage of life. As your life changes, we update your plan right along with you – because life rarely goes according to the original script!
Can I engage you for a second opinion or a specific financial question?
Absolutely! We love being the fresh pair of eyes on your situation, whether you need a second opinion or help with one specific financial puzzle.
What happens if I'm not satisfied with your service?
We stand behind our value money-back pledge. If you're not satisfied, we'll refund a portion of your fee as outlined in our ADV. Your happiness matters to us.
How does the referral program work?
When someone you refer becomes a client, we'll ask you to pick your favorite charity, and we'll donate a month's worth of fees in your honor. to help make a positive impact period.
Financial Health Check – The wHealthy Way
The First Step to wHealthy Living Starts with a Check-Up.
Take control of your financial future with our complimentary Financial Health Check. We'll assess your finances and identify savings opportunities. Our guarantee ensures meaningful results—or your last fee back.
Ready to Make Financial Freedom Inevitable?
Schedule your complimentary Financial Health Check today and start your journey to clarity and peace of mind.
- Clarify your financial goals
- Maximize your investment potential
- Take control of your tax strategy for good
- Put every dollar to its highest use
- Replace financial stress with clarity
- Reclaim your time and peace of mind