Nurse Anesthetists and Nurse Practitioners
Planning for CRNAs and nurse practitioners, starting with your contract.
We help Certified Registered Nurse Anesthetists (CRNAs) and nurse practitioners plan around contracts, income and the years ahead. Advanced Practice Providers (APPs) include nurse practitioners and Physician Associates (PA-Cs).
The only financial planning company working with MSU's Nurse Practitioners
For you
This is for you if
- You are a Certified Registered Nurse Anesthetist weighing a 1099 or a W2 role.
- You are a nurse practitioner starting out or changing jobs.
- You want your contract and your plan to agree.
How we help
How we help.
Contracts
We read your agreement with you, 1099 or W2, before you sign.
Retirement savings
Built around your income, whether W2, 1099 or a mix.
Insurance and benefits
Coordinating what your employer offers with what you need.
Starting out
A plan for the first years of practice.
We read your contract with you.
For our clients, at no cost, before you sign.
- 1099 and W2 arrangements
- Pay structure and benefits
- Buy-sell and estate documents when they apply
Two paths
Each discipline has its own path.
Certified Registered Nurse Anesthetists
The technical term is Certified Registered Nurse Anesthetist, and we use it. Your contract shapes your income, so we start there.
A W2 role makes you an employee. A 1099 role makes you an independent contractor, which changes taxes, benefits and who pays for what. Bring your agreement and we will walk through it with you, with your CPA and attorney weighing in on tax and legal points.
Yes, for our clients, at no cost, before you sign. That includes employment agreements, including 1099 and W2 arrangements, buy-sell agreements, and trusts and estate documents.
Pay structure, benefits, how time off and call are handled, and what happens if the arrangement ends. Your attorney advises on the legal terms; we look at what they mean for your plan.
Yes. We build retirement savings around your income, whether it is W2, 1099 or a mix.
Schedule a consultation. We start with your goals, your work and your questions.
Nurse Practitioners and other Advanced Practice Providers
We work with nurse practitioners at Missouri State University, and most of last year's graduating class are our clients.
Advanced Practice Providers (APPs) include nurse practitioners and Physician Associates (PA-Cs).
Yes. We work with nurse practitioners at Missouri State University.
Yes, for our clients, at no cost, before you sign. That includes employment agreements, including 1099 and W2 arrangements, buy-sell agreements, and trusts and estate documents.
With a conversation about your goals and your first contract. We take it from there.
Schedule a consultation. We start with your goals, your work and your questions.
Our process
Five steps, one conversation at a time.
- 01
Strategy call
We learn your goals, your compensation and your challenges.
- 02
Financial health check
Cash flow, debt, benefits and investments, on one page.
- 03
Personalized plan
Clear actions that fit your goals.
- 04
Implementation
We do the heavy lifting with you.
- 05
Ongoing check-ins
Regular conversations as your life and career change.
Our team
Who you will work with.
Stephanie Staggs
CEO & Financial Planner
Don Sullivan
Director of Wealth Management
Noelle Casey
Financial Advisor, RICP®
Next step
Ready when you are.
Schedule a time, call, or send us a note.
Stay in touch