Frequently Asked Questions

Patrick provides comprehensive financial life planning and investment management, along with retirement planning, career planning, cash flow and budgeting, debt management, education funding, and employee benefits planning. His services are designed to help nurses align their time, energy, and finances with the life they want to create.

Both are offered. Financial planning can help you clarify your vision, organize your finances, and build a step-by-step roadmap to your goals. Investment management provides ongoing oversight of your portfolio to help align your financial resources with the life you're building.

Patrick is compensated on a fee-based model, which means he may receive asset-based fees for advisory services, hourly or flat fees for financial planning, or commissions on certain investment or insurance products. He's always happy to walk you through how compensation works for your specific situation.

Patrick's investment approach is grounded in financial life planning. Rather than starting with products or market predictions, he begins by understanding what a meaningful life looks like to you and then builds an investment strategy designed to support that vision in a balanced and sustainable way.

There is no minimum asset requirement to work with Patrick. His focus is on helping nurses at various stages of their financial journey build the flexibility and freedom they're looking for.

Yes. In addition to ongoing advisory relationships, financial planning services are available on an hourly or flat-fee basis, depending on your needs and goals.

Patrick meets with clients both in person at his Omaha office and virtually, so nurses with demanding schedules can connect in whatever way works best for them. Regular meetings are used to review goals and discuss updates in your financial life, and Patrick makes himself accessible when guidance is needed between scheduled appointments.

Yes. The first step is a brief introductory call to learn about your situation, share how Patrick works, and determine whether it's a good fit for both of you. You can schedule a call directly here.

Patrick is located at 2401 S. 130th Circle in Omaha, Nebraska. He serves clients throughout the Omaha metropolitan area and works with nurses virtually across Nebraska and nationwide. Whether you prefer to meet in person or remotely, he can accommodate your schedule and location.

Career flexibility is one of the central goals Patrick works toward with his clients. Whether you're considering a position change, thinking about launching your own practice, wanting to reduce your hours, or planning for a future where work is optional, financial planning can help you map out what's needed to make that transition on your terms.

Student loan debt is a common concern for registered nurses and advanced practice registered nurses, and it's something Patrick addresses directly in the financial planning process. A structured financial plan can help you evaluate repayment strategies, balance paying down debt with saving for the future, and make intentional decisions about how your money is allocated across competing priorities.

One of the core goals of Patrick's financial life planning process is to reduce the time you spend managing your financial affairs. After an initial series of planning conversations to build your roadmap, the ongoing relationship is designed to be efficient. Regular check-ins are scheduled to review progress, answer questions, and adjust as your life evolves, so you can stay focused on your work and family.

Patrick specializes in working with RNs and APRNs (as well as physician assistants), which means he understands the specific pressures, career structures, and life goals that come with the profession. His approach combines financial planning with life planning, helping you get clear on what you want your life to look like and then building a financial strategy to support that vision, rather than starting with products or investment performance.