Are We Right For You?

If you haven’t visited our site before or are reading our blog for the first time, you might be wondering if our services are right for you. We want to provide you some more information on who we are, what we offer, and who we serve, to help you determine if CRNA Financial Planning® is the right firm for you!

Who We Are

CRNA Financial Planning® is one of the nation’s premier financial planning and consulting firms exclusively for CRNAs. For over two decades, we have guided CRNAs through the complicated world of financial and tax planning and provided the strategies and tools to help them pursue their financial goals. With combined experience of over 80 years, our team aims to help CRNAs look forward to a secure and comfortable retirement.

By partnering with top CRNA organizations and staying active in the CRNA community, we are able to offer our clients more insight and opportunity than your average advisor. We provide a wide array of services beyond financial planning and asset management, including assistance with personal and business financial advice to CRNAs considering freelance options, insight into small business incorporation, strategies to minimize taxes, and coordination with your team of advisors or referrals to our specialist partners.

Rather than sell products, our goal is to build relationships with our clients, and we provide frequent communication and updates. We are available for client meetings in-person or via telephone or web conference. We also host client events, webinars, and workshops around the country on a variety of topics, from the business of freelancing as a CRNA, to Social Security, to healthcare in retirement and more. Firm founder Jeremy Stanley, CFP®, AIF® is a sought after speaker who frequently presents at CRNA meetings nationwide.

Who We Serve

There are hundreds of thousands of financial advisors out there, but does yours understand and appreciate what you do? You deserve an advisor who recognizes the specific opportunities and challenges that accompany your profession. At CRNA Financial Planning®, our focus is on serving a specific clientele so that we can provide you the highest level of service and personalized attention.

Our clients include:

CRNAs in Retirement or Approaching Retirement

After a long and fruitful career as a CRNA, your future retirement is both an exciting and challenging milestone. You may worry about having enough money to last, maintaining your desired standard of living, and navigating the complex world of healthcare.

We are here to guide you through the myriad decisions you face, from planning for a consistent income stream to reviewing healthcare options and more.

CRNA Freelancers and Business Owners

As a CRNA freelancer or business owner, you face a different set of challenges and needs than a CRNA employee, such as reviewing your business structure options, understanding insurance policies, and implementing a retirement plan.

We work with your tax and legal professionals to help you manage and grow your business with confidence while saving for retirement.

Early and Mid-Career CRNA Professionals

Whatever your individual goals may be; creating a strategy for future retirement, planning your insurance needs, saving for your child’s educational expenses or something else entirely, we can help you plan for and balance your financial priorities.

What We Offer

Just as attaining a high level of education, training, and skill as a CRNA requires significant preparation and planning, so does building wealth and achieving a comfortable retirement. Rather than navigate the complex, overwhelming, and time-consuming world of wealth management on your own, CRNA Financial Planning® can serve as your trusted partner and guide.

Wherever you are in your career and in life, we offer a wide variety of services tailored to your individual needs:

• Personal and business financial planning

• Tax minimization analysis

• Asset management and investment strategies

• Retirement planning

• Insurance and risk management

• Freelance strategies

• Estate planning

• Debt reduction strategies

• Insight into small business structuring and incorporation

• Coordination with your team of accountants and attorneys, or referrals to our trusted specialist partners

Get Started Now

We only take on clients we believe we can help. If you’re a CRNA and are looking to work with an advisor who understands your industry and needs, contact us. Just as you would visit a doctor for a second opinion, we offer the same for your financial strategies with our second opinion service. We’ll review your current plan and offer advice on how you can improve your strategies and work toward your goals. This service is free of charge and without any obligation.