MedPro Financials

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MedPro Financials Financial Planning for Medical Professionals

๐—ง๐—ฟ๐˜‚๐˜€๐˜๐—ฒ๐—ฑ
๐—ฆ๐˜๐—ฟ๐—ฎ๐—ถ๐—ด๐—ต๐˜-๐—ณ๐—ผ๐—ฟ๐˜„๐—ฎ๐—ฟ๐—ฑ
๐—–๐—น๐—ถ๐—ฒ๐—ป๐˜-๐—ณ๐—ผ๐—ฐ๐˜‚๐˜€๐—ฒ๐—ฑ
๐—ฎ๐—ป๐—ฑ ๐—˜๐—ฑ๐˜‚๐—ฐ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น You're finally making good money. That's us.

So why does it feel like you're still figuring it out? Let me guess:
โ†’ Paycheck hits, bills get paid, whatever's left just disappears
โ†’ Maxing your 403(b) because that's what everyone said to do
โ†’ Student loans hanging over you with no clear end date
โ†’ You keep saying "we should be further along by now"
โ†’ Every financial decision feels like a guess


You didn't spend years in school and clinicals to stress about money on top of 12-hour shifts. But here's the problem:
Traditional financial advice doesn't work for PAs and NPs. "Just budget and max your 401k" doesn't help when your benefits packet is 90 pages of jargon, your student loans have a dozen repayment options, and you're too exhausted to sort through any of it. You don't need generic advice for "high earners." You need someone who gets your world. I'm married to Katie, an NP in trauma. I built MedPro Financials because I saw how hard clinicians workโ€”and how little support they get with money. Here's what changes when we work together:
โ†’ You know where your money goes before you spend it
โ†’ Your student loans have a strategy, not just a payment
โ†’ Your income is protected if something happens
โ†’ Saving 15-20% happens automatically
โ†’ You stop guessing and start building


If you're a PA, NP, or physician who's tired of feeling behind despite working this hard, I'd love to learn more about your situation. Book a 20-minute intro: www.MedProFinancials.com



Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 600 DELAWARE AVENUE, BUFFALO NY, 14202, 716-8177109. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of Americaยฎ (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. MEDPRO FINANCIALS is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4128184.

10/16/2026

Back again at New York State Society of PAs our 5th! Year sponsoring!

10/14/2026

I told three clients to save less for retirement this month.
Retirement accounts are great.

They're also the hardest money you own to get back.
Send this to someone who thinks their 401(k) is the whole plan. ๐Ÿ‘‡

10/07/2026

Twins didn't sleep. Still a great day. โ˜•

Onboarded new clients and helped a few people finally get clear on their cash flow.

Days like this remind me why I tell everyone to automate their savings.

Tired you shouldn't have to make good money decisions.
What's one thing you've put on autopilot? Tell me below. ๐Ÿ‘‡

Happy PA Week! ๐ŸŽ‰To every PA I've met at a booth, a workshop, or across the table in a planning meeting: thank you.Throwb...
10/05/2026

Happy PA Week! ๐ŸŽ‰

To every PA I've met at a booth, a workshop, or across the table in a planning meeting: thank you.

Throwback to last year's NYSSPA PA Oktoberfest night out, which we were proud to sponsor.
Yes, I wore the laderhizen. ๐Ÿป

In two weeks we'll be back at New York State Society of PAs for our 5th year.

Why I love working with PAs:
โœ”๏ธ Open minded
โœ”๏ธ Actually care about their finances
โœ”๏ธ Committed to serving others
โœ”๏ธ Seriously skilled at what they do
Grateful to serve this community. ๐Ÿฉบ

10/02/2026

Update from Derek Douglas

10/02/2026

Quiet before the doors open at the Nurse Practitioner Assoc NYS

Nurse Practitioner Association of New York State. ๐Ÿ™Œ

25 NPs came out last night at our workshop to talk disability insurance and retirement planning.

Thank you to Daniel Schlein: Financial Advisor for Business Owners and Derek for helping make it happen.

Exhibit hall opens at 10. If you're here, come find us.

10/02/2026

Booth #17 come say hi!

Nurse Practitioner Assoc NYS

09/29/2026

I told a nurse practitioner to stop paying extra on his student loans.

If you work for a nonprofit hospital and you're on track for PSLF, extra payments may not speed up forgiveness. You still need 120 qualifying payments either way.

The extra cash usually does more as an emergency fund or real disability coverage.

Depends on your situation.

But it's worth checking before you send another extra payment.

Send this to the coworker who's been paying extra.

๐Ÿ‘‡


09/27/2026

๐ŸŽ“ 1. Extra loan payments while on PSLF track.
If you work for a nonprofit hospital and you're heading toward forgiveness, extra payments may just shrink the amount that gets forgiven.
That money could be building your cash cushion instead.

๐Ÿ“ˆ 2. Maxing the 403(b) before anything else.
It feels responsible. But if there's no emergency fund and no disability coverage underneath it, you've locked your money away right when you might need it.
That's a liquidity trap.

๐Ÿ  3. Paying off the mortgage early.
Honestly, this one's overrated for a lot of clinicians.
Cash you can reach usually matters more than equity you can't.

None of these are bad moves. They're just usually in the wrong spot in line.

Follow along for more money stuff nobody covered in PA or NP school. ๐Ÿ‘‹

Address

69 Monroe Avenue
Pittsford, NY
14534

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