Every day you help people to live better healthier lives. 

Hartford-Hospital-Fiscal-Dynamic

We help people like you to live richer and financially healthier lives.

Nurses having a conversation in the hospital hallway

Fiscal Dynamics offers Planning & Management for nurses & health practitioners just like you.

We are not salesmen. We do not push product and we are not incentivized by commission. We are trusted financial planners that create financial freedom and independence for our clients.

We are here to help you. Whether you are ready to work with us directly or simply wish to use our free resources for your own financial planning.

Choose an option below that fits you best.

There's A Plan For Everyone

Plan Comparison

Monitored Planning

$599 / yr. (or $60/month)

  • All Features from Monitored Investment Plus:
  • Cash Flow
  • Balance Sheet
  • Household Budget

Comprehensive Planning

$2,400/yr (or $300/month)

  • All Features From Comprehensive Investing Plus:
  • What-if? Models
  • Benefit Review
  • Tax Review
  • Estate Plan
  • Credit Review
  • Family Meetings

*All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of these names or entities does not imply any affiliation with or endorsement by them.