CRNA Financial Planning
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AANA Member Advantage

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. As an approved AANA Member Advantage partner 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

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

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

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Cost of Procrastination

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

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Should I Pay Off Debt or Invest?

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

The Power of Compound Interest

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

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Do You Need a Will?

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

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