Nurse Practitioners
Planning for nurse practitioners, from your first contract on.
We help 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 nurse practitioner starting out or changing jobs.
- You want your contract and your plan to agree.
- You want retirement savings built around your income.
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.
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.
Q&A
Questions we hear first.
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 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.
Book a time
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