We are here to help you:
Find Your Career-Life Balance
Enjoy More Flexibility
Create Your
Regret-Free Life
Helping Physicians Reclaim Their Lives -
Fee-Only, Fiduciary, Conflict-Free Planning
As a physician, managing patient care, administrative demands, and complex financial decisions can feel overwhelming. We provide fee-only, fiduciary, flat-fee financial planning designed exclusively for high-income physicians. By simplifying decisions, coordinating tax-efficient strategies, and providing disciplined investment oversight, we help you align your wealth with your career and life goals — reclaiming time, focus, and freedom.
Common challenges we help physicians solve:
Balancing patient care, administrative responsibilities, and personal finances can be overwhelming
Making smart, tax-efficient decisions despite W-2 limitations
Navigating employer retirement plans (403(b), 401(k), 457(b))
Aligning wealth with long-term career and lifestyle goals
Turning hard work into lasting financial independence, flexibility, and financial confidence
Schedule YOUR COMPLIMENTARY CONSULTATION
Identify Your Ideal Life and the Steps to
Achieve It
Our goal is to help you:
Reconfigure your life:
Visualize your ideal future and create a financial and career plan to attain it.
Be intentional:
Use your money to create more flexibility and less stress in your life.
Pay fewer taxes:
Implement long-term planning to help reduce the taxes you pay over your lifetime.
Schedule YOUR COMPLIMENTARY CONSULTATION
We Understand That Physicians' Intense Careers Burn Them Out Before They Retire
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Who We Serve - Most of our clients are high-income physicians seeking conflict-free financial planning and transparent flat-fee advice.
- We provide real financial planning to help a select number of high-stress physicians make the shift to better career-life balance.
- The majority of our clients are healthcare professionals, primarily physicians, and we understand the unique financial challenges they face.
- Founder and advisor Daniel P. Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with additional training in life planning to help physicians reconfigure their lives.
Schedule YOUR COMPLIMENTARY CONSULTATION
Make the Shift to a More Fulfilling Life
Physicians burned out by the constant stress of their careers often wonder why they've worked so hard if they can't enjoy their wealth. At Forward Thinking Wealth Management, we provide real financial planning to help a select number of physicians reconfigure their finances so they start enjoying their vision of an ideal life now.
Always Transparent
Fiduciary Commitment
Straightforward Flat Fee
Fully Virtual
We are an independent Registered Investment Advisor based in Akron, OH, helping high-stress doctors regardless of location to enjoy life while their health, wealth, and time are at a peak. Our clients have already won the career game; now it's time to reconfigure their life for a better balance. Working with you, we help:
- Identify your vision of an ideal life
- Determine money's purpose in creating your ideal life
- Provide real financial planning to help give you more flexibility
We provide flat-fee planning designed to connect your finances with your lifestyle and goals. Services include:
