By Scott Tschappat
What are the most important things in your life? I bet you’ll quickly say family or maybe health or a sense of purpose. Money likely doesn’t top the list for most people, but its importance should not be underestimated; after all, money affects every part of your life and can give you the security and stability that positively impacts the things that matter most. But because of its far-reaching impact, managing money often leads to stress and worry. That’s why a financial advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing objective counsel.
But how do you find an advisor you can trust and with whom you’ll want to work for the long haul? We at Acute WealthCare understand this can be an overwhelming and intimidating process. And as a healthcare professional, the past 18 months have already been overwhelming and stressful enough! Trusting someone with your hard-earned money is not a decision you take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to let us in on their financial journey.
We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide. Your referrals are the highest compliment and an integral part of our continued growth.
The Acute WealthCare Difference
We’ve been fortunate to work with a wide range of healthcare clients who refer their colleagues, friends, and family members to us. We believe so many people have referred others to us for a few different reasons:
- A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why we create a plan focused on your financial goals. We take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
- A long-term commitment. We recognize that financial planning and investing is not a static process since life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the financial service resources and continuous management necessary to keep you always working toward your goals.
- A dedicated team. As seasoned professionals, we strive to maintain a high-touch and personalized experience, and to help our clients simplify complex decisions about their money. With a dedicated team of professionals on your side, we hope you can feel more confident as you navigate life’s challenges and planning opportunities.
The People We Serve Best
We at Acute WealthCare desire to partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. Because we like to form trusted and close relationships with our clients, we strive to work with people whom we believe we can best serve, specifically women in the healthcare professions. You give your time and heart to your work, continuously giving a part for yourself for the benefit of others. We understand that your time and headspace is limited—but that you strive to place as much attentiveness as you do with family and patients toward your ambitions and future. Delegate your financial matters to a professional you can trust so you can simplify and focus on what’s important.
Do You Know Someone Who Could Benefit From Our Services?
We’re here to simplify the complex, to help bridge your life with your finances—so you can experience a greater overall sense of peace, clarity, and lasting stability. We want to help take financial matters off your already full plate, but we also value providing that same personalized attention and care to your loved ones. In fact, this is one of the reasons we work with a select number of healthcare clients! We’re here to help when you have questions about your portfolio or strategies, or when you experience a new life milestone. And if you know anyone else who has questions or needs unbiased advice, we’re never too busy to help.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. Consider sending this article to them, and if they’re interested in partnering with us, they can schedule a 15-minute introductory phone call to get started!
Scott Tschappat is a wealth advisor at Acute WealthCare, an independent, fee-based comprehensive financial management firm with over 20 years of experience. Scott is committed to helping his healthcare worker clients create a financial plan that brings them peace, security, and dignity. Scott learned the importance of proper financial management and making a plan for the unexpected at a young age when his father passed away suddenly and he watched his mother use the life insurance money wisely to take care of their needs, both present and future. He strives to steward his clients’ money well, as if it were his own mother’s, and help them every step on the journey to their financial future.
Scott lives in Highlands Ranch, CO, with his wife, Bridget, a school counselor at All Souls Catholic School, and their two daughters, Sarah and Emily. He loves sports and has been lucky enough to coach both of his daughters’ basketball teams. In the spring and summer, you can find Scott getting his hands dirty gardening and enjoying live music at Red Rocks or another local venue. To learn more about Scott, connect with him on LinkedIn. You can also register for his latest webinar on What We Do & How We Help.