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.
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We Understand That Doctors' Intense Careers Burn Them Out Before They Retire
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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.
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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:
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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
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How to Work With Us
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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
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.
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