The CRNA Investor's Guide How to Prepare for the Rise of AAs A CRNA's Life After Anesthesia The Wealthy CRNA

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.

Schedule A Call

If you have questions about your specific situation or how we may be able to help, the best way to learn more is to schedule a short introductory phone call.
Schedule online now!

Click to Schedule

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

View all articles arrow

What Is My Current Cash Flow?

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Compound Interest Works

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

View all calculators arrow

5 Smart Investing Principles

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

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

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.

Investment Strategies for Retirement

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

View all presentations arrow

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow