Financial Planning for Nurses Seeking Balance & Flexibility
Guidance to help APRNs and RNs align their finances with the life they want, so they can start living it sooner.
We are here to help you:
Navigate Life & Career Changes
Be Intentional with Your Money
Create Your Ideal Life-Work Balance
Feeling Like Your Schedule Runs Your Life?
As a registered nurse or advanced practice registered nurse, you may feel:
Stretched thin by your hectic schedule, long hours, and stressful shifts
Stuck because you don't have the time to change your situation for your work, family, or self
Ready for a life that feels more balanced and intentional
We believe you should be able to invest in yourself just as much as you invest in others. Whatever your goals, financial advisor Patrick Zimmer, CFP®, helps empower you to take control.
Achieve More Harmony in Your Life
Our goal is to help you:
Pursue Your Vision
Develop a clear vision of what is most meaningful in your life to help guide life, career, and financial decisions going forward.
Gain a Clear Path
Have a step-by-step financial life plan to help achieve financial stability, flexibility, and freedom in a balanced and sustainable way.
Feel Supported
Know you have a financial planner you trust to help you navigate life today and your journey going forward.
When You Want More Time for Family and Experiences
We understand that nurses need their own care plan for work-life balance, career flexibility, and financial freedom.
Financial Advisor Patrick Zimmer, CFP®, has helped numerous APRNs and RNs prioritize their well-being and align with the life they dream of having.
Pat himself made a life and career transition from a Fortune 500 company to that of business owner.
Pat is a CERTIFIED FINANCIAL PLANNER® professional with the CFP Board of Standards and has completed training in financial life planning. His education and training enable him to use sound judgment, tools, and techniques to help APRNs and RNs achieve their goals.
A Financial Guide to Help You Create a Fulfilling Life
For nurses, the hectic schedule, long hours, and demanding shifts can leave little flexibility for life outside of work. Financial Advisor Patrick Zimmer, CFP®, provides financial planning to help RNs and APRNs build more flexibility into their lives and achieve their desired outcomes.
We are an independent financial services firm based in Omaha helping nurses take control of their time, career, and future. Our financial life planning process can help you:
Reduce the time needed to plan, research, evaluate, and manage your financial affairs. We know you have a busy life that leaves little time outside work and family commitments. We help you make sure your financial pieces work together to provide your desired outcomes.
Focus your time, energy, talent, and money to deliver your vision for a meaningful life. We work with you to create a clear vision to help guide you in saying "yes" to what is important and "no" to what pulls you away from it.
Take control of your path forward. Whether that's choosing a different position, launching a business, creating a better schedule, or setting a retirement date, we help empower you to make it happen.
Our Services
Financial Planning
Debt Management
Investment Management
Cash Flow and Budgeting
Retirement Planning
Career Planning
Education Funding
Employee Benefits Planning
How to Work with Us
Step 1
Schedule a 15-minute call to learn more and see if we are the right fit for you.
Step 2
Meet and craft your step-by-step financial life roadmap together.
Step 3
Relax, breathe, and confidently begin creating your ideal life.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
Are a nurse in the Omaha area with a hectic schedule that leaves little time for everything else in your life
Want more flexibility to pursue the career, family life, and experiences that matter most to you
Are looking for an ongoing relationship with an advisor who can help you stay on track and manage your investments and financial pieces along the way
Take the First Step—Schedule a Call!
Are you ready to create options for your time, career, and future? Take the first step to creating a financial plan that helps you pivot, create work-life balance, and build career flexibility. Schedule an introductory call today.
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