Case Studies: Medical Professionals

Financial Planning for Healthcare Heroes

Age: 29

Profession: Certified Registered Nurse Anesthetist


Client began working with Barrister after graduating from a graduate CRNA program. Goals included paying off student loans, maximizing employee benefits, saving for a home, planning for retirement, and eventually working as a contract CRNA.


As part of creating a comprehensive financial plan, we assisted in consolidating students loans under a fixed 3% rate. We reviewed all employee benefits and found our client needed to purchase an individual disability policy outside of their group coverage because the group plan only covered their own occupation for 24 months. Because the employer offered a non-elective contribution, we were able to model how much contribution to the retirement plan was needed to save for retirement while still allowing the client to save for a down payment on a home.
Finally, after a few years of experience working as a CRNA, we assisted the client in setting up their own entity where they could contract out their services. This included significant work with their CPA to ensure they had created the proper legal structure, payroll services, and retirement plan for the new entity.

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FAQs for Medical Professionals

Have a question? Please read our top FAQs below. Contact us today if you can’t find what you’re looking for. We’re always happy to help.

What is financial planning?

Financial planning is assessing your entire financial picture and advising you on how to achieve your short- and long-term financial goals.

How do you help medical professionals?

We can assist medical professionals with retirement planning, college planning, wealth management, taxes, business succession, risk management, and more.

Why is financial planning important for physicians?

Many physicians need more financial knowledge. While you’re an ace in the operating room, you may have trouble navigating your retirement plans. Financial planning can help your practice grow, set you up for retirement, build wealth, and mitigate potential risks.

How do you get paid?

We offer one-time, monthly, and annual fee structures.