We bridge the gap between earning a good income and feeling truly confident about your financial future.

We work with nurses, pharmacists, and other healthcare professionals who are exceptional at caring for others but want greater clarity and control over their own financial lives. Through practical education and structured coaching, we help you understand where you stand, align your money with your values, and build a plan you can confidently stick to.

ABOUT US

Care Plan Financial Coaching was founded by two healthcare professionals who understand the demands of clinical work as well as the responsibility of managing a solid income wisely. With backgrounds in nursing, pharmacy, and finance, we felt compelled to help our fellow health care professionals who often lack practical education about managing money in a way that feels clear, grounded, and sustainable. Our approach is straightforward and educational, not advisory. We focus on helping healthcare professionals simplify their finances, make informed decisions, and build long-term confidence without sales pressure or unnecessary complexity.

OUR SERVICES

What We Do For You

  • A painted blue arrow pointing to the left with the words "YEAH, THAT WAY" in white, on an orange brick wall. A white fire alarm with a small speaker grille and a transparent cover is mounted above the arrow.

    Common Sense Money

    Foundational financial education

    Designed for healthcare professionals seeking clarity and structure.

    Goal: Clear cash-flow system, confidence in decision-making, understanding what to do next.

    This is the entry point and foundation for all future programs.

  • A small glass container filled with assorted coins, with a green plant sprouting from the coins, set against a textured blue background.

    Grounded Money

    Develops behaviors, values, and financial sustainability

    Designed for healthcare professionals who are financially stable but stressed.

    Goal: Sustainable habits, personal financial philosophy, reduced anxiety.

    This will take you from understanding your money to living it with clarity and intention.

  • Group of people standing on a rocky shoreline at sunset, silhouetted against the sky with the sun shining through gap between two individuals.

    Calm Money Collective

    Ongoing group coaching and support

    Designed for program graduates seeking long-term stability and perspective.

    Goal: Financial calm, confidence, and steady decision-making.

    Provides financial maintenance, continuity of care, and community.

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“Doing well with money has little to do with how smart you are and a lot to do with how you behave.”

— Morgan Housel.”

— Morgan Housel