facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Real Financial Planning for High-Stress Physicians

Enjoy life while your health, wealth, and time are at their peaks.

Schedule a Call

We are here to help you:

Find Your Career-Life Balance

Enjoy More Flexibility

Create a
Regret-Free Life

Doctors Lead the Country in Feeling Burned Out

As a high-stress physician, you may feel:
- Worried you'll stay stuck on the hamster wheel of long hours and endless demands
- Ready for a change but unsure what your ideal life looks like or how to use your
finances to achieve it
- Wondering why you've worked so hard if you can't enjoy your wealth

We believe you don't have to wait until retirement to live the life you want.

Schedule a Call

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 a Call

We Understand That Doctors' Intense Careers Burn Them Out Before They Retire

  • 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 doctors reconfigure their lives.

Schedule a Call

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 doctors 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:

  • Financial planning
  • Tax planning
  • Investment management
  • Career planning
  • Retirement planning
  • Estate planning reviews
  • Debt management
  • Cash flow analysis/budgeting
  • Risk/insurance recommendations
  • Education funding
  • Charitable giving/planning
  • End-of-life planning
  • Spousal/heir planning

Schedule a Call

[Reserve Section for WHO I AM]

How to Work With Us

Schedule a Call

All Financial Services Within One Flat Fee
$3,000 per quarter

Are We a Match?

You want to partner with a financial planner whose expertise is working with people like you. We may be a good fit if you:

  • Are a high-stress physician feeling burned out by your long hours and endless demands
  • Seek to reconfigure your finances to live a regret-free life
  • Want an ongoing relationship with a financial planner to help you stay on track with your financial goals and manage your investments

Schedule a Call

I can work with you

Regardless of Location

Schedule a Call

Take the First Step—Schedule
a Call

Are you ready to stop wondering why you have worked so hard if you can't enjoy your wealth? Take the first step to identify your vision of an ideal life and the financial steps to help achieve it by scheduling an introductory call.

[Reserve Section for INSIGHTS]


Fee Only Network