Broker Check
  CRNA Financial Planning
Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust Coaches

Comprehensive Financial Planning For Certified Registered Nurse Anesthetists

CRNA Financial Planning® is an independent consulting firm that offers financial planning services exclusively to Certified Registered Nurse Anesthetists (CRNAs) and their families. With almost two decades of experience, the firm guides CRNAs through the complexities of investing and financial planning, with the goal of helping them feel confident in their financial future. Whether a CRNA is at the beginning of their career or preparing for retirement, CRNA Financial Planning® seeks to work closely with their clients and develop a plan that may best fit their unique needs, lifestyle, and goals.

While headquartered in North Carolina, CRNA Financial Planning® works with clients throughout the country. Firm founder Jeremy Stanley is a CERTIFIED FINANCIAL PLANNER™ and believes every client, wherever they may be in their career, needs a plan for their financial future. From planning for a child’s future college expenses to building a predictable income stream during retirement, the firm is committed to offering comprehensive financial services customized to fit each client’s individual objectives.

Helpful Content

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

View all videos arrow