Did you know that CRNA Financial Planning is one of the only financial planning firms exclusively serving CRNAs? It’s true. For the past two decades, we’ve made it our mission to help CRNAs with what we call the three pillars:
- Business Planning and Taxes
- Life Planning
It’s our goal to help you move from confusion to clarity when it comes to the business and life planning pillars. We work with CRNAs to educate and empower them to make sound financial decisions.
Why We Created CRNA Financial Planning
Our founder, Jeremy Stanley, created CRNA Financial Planning because he’s very familiar with the challenges CRNAs face. That’s because his wife is a CRNA! For years, he witnessed his wife and her colleagues struggle to balance their challenging careers and complex financial decisions.
As a financial advisor himself, Jeremy knew that he could make a big impact on the business of CRNAs and their financial future. He founded CRNA Financial Planning to provide unbiased financial guidance to CRNAs so they can feel confident in their financial plan.
What We Offer
We offer comprehensive guidance for CRNA business owners, freelancers, and employees. We specialize in helping CRNAs minimize their taxes and create a comprehensive financial plan. Our services include:
- Personal and business financial planning
- Tax minimization analysis
- Asset management and investment strategies
- Retirement planning
- Insurance and risk management
- Freelance strategies
- Estate planning
- Debt reduction strategies
- Insight into small business structuring and incorporation
- Coordination with your team of accountants and attorneys, or referrals to our trusted specialist partners
- Tax planning (CRNA Tax Associates)
Our Gift to AANA Members
We’re happy to be a part of the AANA Member Advantage program. As our special gift to AANA Members, we are offering:
- A Free Copy of Our Book: The Wealthy CRNA, which features insights into becoming a financially successful CRNA and how to start planning for your financial future, and has been prior approved for up to 4 Class A CE credits by the AANA. Get your copy now!
- Free Tax Evaluation for Business Owners & Freelancers: Speak with a member of our team familiar with the business of CRNAs to receive a tax evaluation and recommendations to lower your tax liabilities this year and in the future. Schedule a call now!
Get in Touch
Call our office at 855.304.3748, schedule a call online now, or email [email protected].