Financial Planning 101 for Physicians: A Comprehensive Guide by Matt Elliott, CFP | Matt Elliott - CERTIFIED FINANCIAL PLANNER, professional and founder of Pulse Financial Planning. 00:10:00
Matt Elliott is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Pulse Financial Planning. We are a fee-only (no commission) fiduciary advisor that helps healthcare professionals organize, invest, and protect their finances. Before founding Pulse Financial Planning, Matt worked at a large brokerage firm for 10 years where he was responsible for a practice of over $500 million in assets. Matt graduated from Winona State University with a bachelor’s degree in Finance and holds the CFP® certification. Ultimately Matt wanted to work in an environment that was client first focused and built around integrity. It’s why he decided to earn the CFP® certification, start his own firm, take a fiduciary oath, and work with clients on a fee-only basis. Matt has taken an oath to put the interest of clients ahead of his own and receive compensation only directly from clients. You deserve to know who’s paying us. We’re here to serve nobody but you. Why a specialty for healthcare professionals? I married one! My beautiful wife is a nurse at Mayo Clinic and dedicates her life to helping others become well. My mission is to serve others that take on the same noble cause so you can focus on what is important: family, patients, and yourself. Pulse Financial Planning is proud to be a member of The National Association of Personal Financial Advisors (NAPFA), Fee-Only Network and a recommended advisor on The White Coat Investor.