Our Services
At Primary Care Financial, we’re committed to helping nurses take control of their finances and achieve their personal and professional goals. Whether you're struggling with student loans, managing debt, or planning for big life milestones like buying a home, we’re here to guide you every step of the way.
We offer personalized coaching and resources designed to meet you where you are and help you move forward with confidence. Explore our services below, and take the first step toward a healthier financial future.
Free 15-Minute Q&A Call
For: Nurses looking for initial guidance or unsure where to start.
Starting is often the hardest part, especially when it comes to finances. This free 15-minute consultation call is the perfect opportunity to discuss your current financial challenges, ask any questions, and explore how we can support you on your journey. During this call, we’ll talk about your financial goals, address immediate concerns, and determine the best next steps.
What to Expect:
A friendly, no-pressure conversation about your financial situation
Guidance on where to start with budgeting, debt management, or saving
Clear advice on how to begin making progress
An opportunity to explore how our services can benefit you
Triage Session – $299
For: Nurses who need a detailed, action-oriented financial plan.
If you’re ready to dive deeper into your financial situation, the Triage Session is the perfect choice. During this comprehensive 2-hour session, we’ll take a deep look at your finances and develop a clear, customized plan to help you reduce debt, start saving, and build a more secure financial future. This session is designed for nurses who are ready to take action but need personalized guidance and a concrete plan.
What’s Included:
A full financial assessment to understand your income, debt, expenses, and goals
A step-by-step action plan focused on your immediate financial priorities
Clear budgeting and debt reduction strategies tailored to your unique needs
Practical tools and resources to keep you on track
A follow-up email with a summary of your plan and actionable next steps
Coaching Programs
For: Nurses who want ongoing support to meet their financial goals.
After the Triage Session, many nurses choose to continue with my coaching programs for ongoing support and accountability. These programs are designed to help you not only achieve your financial goals but also maintain long-term financial wellness. With tailored guidance and regular check-ins, we’ll work together to create lasting, positive change.
Financial Wellness 101
3-Month Program $399/Month
For: Nurses who need help with budgeting and managing day-to-day expenses.
Struggling to manage your budget? Financial Wellness 101 is a 3-month program designed to help you get a handle on your finances and develop healthy spending habits. We’ll dive into your expenses, create a realistic budget, and build systems that keep your finances on track. By the end of this program, you’ll have a solid foundation for financial stability and be equipped with the tools to handle your money with confidence.
What’s Included:
Initial financial assessment to understand your spending patterns
Personalized budget creation and expense tracking system
Ongoing support to adjust and fine-tune your budget each month
Strategies to save money and prioritize expenses effectively
Regular check-ins to keep you accountable and motivated
The Debt-Free Rx
6-Month Program $349/Month
For: Nurses struggling with student loans, credit card debt, and other liabilities.
If debt is holding you back, The Debt-Free Rx is for you. This 6-month program is specifically designed to help you tackle debt strategically and build a plan to become debt-free. With customized strategies, we’ll focus on paying down high-interest debt, understanding how to manage loans, and creating a realistic repayment plan. By the end of this program, you’ll have the confidence to eliminate debt and take control of your financial future.
What’s Included:
Debt assessment to understand your balances, interest rates, and repayment terms
A tailored debt-repayment strategy (snowball or avalanche method)
Support to reduce unnecessary spending and increase your debt payments
Guidance on managing and paying off student loans, credit card debt, and more
Regular check-ins to track your progress and stay motivated
The Nurses' Path to Homeownership
6-Month Program $349/Month
For: Nurses who are ready to buy a home and need help saving for a down payment.
Dreaming of owning a home but unsure how to get there? The Nurses’ Path to Homeownership is a 6-month program that focuses on saving for a down payment, understanding your mortgage options, and preparing your finances for homeownership. We’ll work together to create a savings plan that aligns with your home-buying goals and ensure you’re financially ready when the time comes to make that big purchase.
What’s Included:
A savings plan for your down payment based on your income and timeline
Guidance on improving your credit score and financial standing
A review of mortgage options and the home-buying process
Strategies for saving and budgeting effectively for homeownership
Regular check-ins to ensure you stay on track with your savings goals
Why Choose Primary Care Financial?
As a nurse, you face unique challenges when it comes to managing your finances. Our goal is to provide personalized, empathetic support to help you navigate those challenges with confidence. With tailored solutions and ongoing guidance, we’re here to empower you to take control of your financial future.
Here’s what makes our services unique:
Personalized Coaching: All of our sessions are designed specifically for nurses, taking into account your unique financial situation and goals.
Ongoing Support: Whether it’s through monthly coaching or regular check-ins, we’ll be with you every step of the way.
Actionable Strategies: Our approach is hands-on and results-driven, giving you the tools to take action immediately.
Get Started Today
Ready to take control of your finances and build the future you deserve? Let’s work together to make it happen. Choose the service that’s right for you and get started today!