OUR MISSION
Consistently making sound financial decisions is difficult. Whether you are trying to choose from your company benefits, determine the best way to deal with student loans or pick investments for your retirement portfolio.
What about the people trying to give you advice? Are they on your side or just want to sell you something?
Welcome to Financial Rounds – A site dedicated to guiding doctors from seemingly insurmountable debt to financial independence.
OUR STORY
In 2016, Chris’ son graduated from the University of Cincinnati Medical School and headed to Ann Arbor, Michigan to become a Neurologist. He is saddled with substantial student loans and a government-run system that is less than helpful.
We are working with him and other doctors to help them navigate these issues. Most of them, like you, have substantial student loan debt and are eager to get their lives started but are unsure of how to proceed. Some of you are planning marriages, children, and your first house. All of you have limited time to learn everything necessary to make the best financial decisions.
As we work through understanding your common issues and develop solutions, we will share them with you on this website. We will do everything we can to find the best financial answers for you. Our goal is to make available to you the same in-depth advice that we give to our family members and friends.
As you age and face new financial challenges, we will continue to share relevant advice on this site. We intend that the scope of the site will grow as your needs develop.
If you have a specific question or want a particular subject covered, please feel free to drop us a line anytime at [email protected].
Our philosophy is that everybody needs sound financial advice. No matter what your level of income or wealth, we are here to serve you.
We hope you find this site to be helpful on your journey to financial abundance.
WHY WOULD YOU LISTEN TO US?
Chris Hansen is an ex-engineer who became a Certified Financial Planner™ in 1996, so he loves solving problems.
We are Fee-Only Planners, which means we don’t sell any products.
What are we selling? The only thing we sell is advice. We intend to make all the advice we have, available to you on this site.
Why are we giving this information away for free? We’re surprised at the lack of real information that is available for new physicians. Most of the information is either incomplete, too dumbed down or just plain wrong. The rest of the information is a thinly veiled attempt to sell commissioned products or to monetize a website.
For many of you, the information we share here will be sufficient for you to make your own financial decisions. We will not hold back any information. Also, it ‘s hard to anticipate everybody’s circumstances and to communicate to so many different people. After all, you didn’t become a doctor by reading a textbook; you’re not going to become a financial expert by reading this website. Many people are going to want more help or more tailored information. we encourage you to seek out a Fee-Only, Certified Financial PlannerTM. Again, the goal of this site is to share with you all the information you need.
We hope this site can help many more physicians than we have the time to meet with personally.
Meet our amazing team
Chris Hansen, CFP®
Founder & CEO
Chris Hansen is a Fee-Only Financial Planner in Cincinnati, OH, serving clients across the country and internationally. Chris is NAPFA-Registered and a CERTIFIED FINANCIAL PLANNER™ read more…
Robert Hansen, CFP®
Lead Financial Advisor
Robert Hansen is a Lead Financial Advisor in Cincinnati, Ohio. Robert is a CERTIFIED FINANCIAL PLANNER™ Professional
Benjamin Dobler, CFP®, EA, CSLP
Director of Financial Planning
Benjamin Dobler is a Lead Financial Advisor in Cincinnati, Ohio. Benjamin is a CERTIFIED FINANCIAL PLANNER™ Professional, an Enrolled Agent, and a Certified Student Loan Professional.
Sharon Miller, CFP®
Client Service Specialist
Sharon Miller is a Fee-Only Financial Planner in Cincinnati, Ohio, helping make sure our client service is delivered with excellence. Sharon is a CERTIFIED FINANCIAL PLANNER™ Professional
Trey Gullickson
Associate Advisor
Trey Gullickson is working toward his CFP while keeping our communications and planning delivery on track
Kingston Hollman
Chief Compliance Officer
Kingston Hollman is our Chief Compliance Officer