Financial Planning for Nurses Seeking Balance & Flexibility

Guidance to help APRNs and RNs align their finances with the life they want, so they can start living it sooner.

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We are here to help you:

Navigate Life & Career Changes

Be Intentional with Your Money

Create Your Ideal Life-Work Balance

Feeling Like Your Schedule Runs Your Life?

As a registered nurse or advanced practice registered nurse, you may feel:

  • Stretched thin by your hectic schedule, long hours, and stressful shifts

  • Stuck because you don't have the time to change your situation for your work, family, or self

  • Ready for a life that feels more balanced and intentional

We believe you should be able to invest in yourself just as much as you invest in others. Whatever your goals, financial advisor Patrick Zimmer, CFP®, helps empower you to take control.

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Pursue More Harmony in Your Life

Our goal is to help you:

Pursue Your Vision

Develop a clear vision of what is most meaningful in your life to help guide life, career, and financial decisions going forward.

Gain a Clear Path

Have a step-by-step financial life plan to help achieve financial stability, flexibility, and freedom in a balanced and sustainable way.

Feel Supported

Know you have a financial planner you trust to help you navigate life today and your journey going forward.

When You Want More Time for Family and Experiences

We understand that nurses need their own care plan for work-life balance, career flexibility, and financial freedom.

  • Financial Advisor Patrick Zimmer, CFP®, has helped numerous APRNs and RNs prioritize their well-being and align with the life they dream of having.

  • Pat himself made a life and career transition from a Fortune 500 company to that of business owner.

  • Pat is a CERTIFIED FINANCIAL PLANNER® professional with the CFP Board of Standards and has completed training in financial life planning. His education and training enable him to use sound judgment, tools, and techniques to help APRNs and RNs achieve their goals.

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A Financial Guide to Help You Create a Fulfilling Life

For nurses, the hectic schedule, long hours, and demanding shifts can leave little flexibility for life outside of work. Financial Advisor Patrick Zimmer, CFP®, provides financial planning to help RNs and APRNs build more flexibility into their lives and pursue their desired outcomes.

We are an independent financial services firm based in Omaha helping nurses take control of their time, career, and future. Our financial life planning process can help you:

  • Reduce the time needed to plan, research, evaluate, and manage your financial affairs. We know you have a busy life that leaves little time outside work and family commitments. We help you ensure your financial pieces work together to provide your desired outcomes.

  • Focus your time, energy, talent, and money to deliver your vision for a meaningful life. We work with you to create a clear vision to help guide you in saying "yes" to what is important and "no" to what pulls you away from it.

  • Take control of your path forward. Whether that's choosing a different position, launching a business, creating a better schedule, or setting a retirement date, we help empower you to make it happen.

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Our Services

Financial Planning

Debt Management

Investment Management

Cash Flow and Budgeting

Retirement Planning

Career Planning

Education Funding

Employee Benefits Planning

How to Work with Us

Step 1

Schedule a 15-minute call to learn more and see if we are the right fit for you.

Step 2

Meet and craft your step-by-step financial life roadmap together.

Step 3

Relax, breathe, and confidently begin creating your ideal life.

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Are We a Match?

You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:

  • Are a nurse in the Omaha area with a hectic schedule that leaves little time for everything else in your life

  • Want more flexibility to pursue the career, family life, and experiences that matter most to you

  • Are looking for an ongoing relationship with an advisor who can help you stay on track and manage your investments and financial pieces along the way

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Take the First Step—Schedule a Call!

Are you ready to create options for your time, career, and future? Take the first step to creating a financial plan that helps you pivot, create work-life balance, and build career flexibility. Schedule an introductory call today.

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Memberships & Associations

Frequently Asked Questions

  • Patrick works primarily with registered nurses and advanced practice registered nurses in the Omaha area. He also works with physician assistants. His clients have hectic schedules that leave little time to make the changes they want for their work, family, or life. His financial life planning approach can be particularly well-suited for nurses seeking career flexibility, a better work-life balance, and a clear path toward financial stability and freedom.

  • Patrick provides comprehensive financial life planning and investment management, along with retirement planning, career planning, cash flow and budgeting, debt management, education funding, and employee benefits planning. His services are designed to help nurses align their time, energy, and finances with the life they want to create.

  • Both are offered. Financial planning can help you clarify your vision, organize your finances, and build a step-by-step roadmap to your goals. Investment management provides ongoing oversight of your portfolio to help align your financial resources with the life you're building.

  • Patrick is compensated on a fee-based model, which means he may receive asset-based fees for advisory services, hourly or flat fees for financial planning, or commissions on certain investment or insurance products. He's always happy to walk you through how compensation works for your specific situation.

  • Patrick's investment approach is grounded in financial life planning. Rather than starting with products or market predictions, he begins by understanding what a meaningful life looks like to you and then builds an investment strategy designed to support that vision in a balanced and sustainable way.

  • There is no minimum asset requirement to work with Patrick. His focus is on helping nurses at various stages of their financial journey build the flexibility and freedom they're looking for.

  • Yes. In addition to ongoing advisory relationships, financial planning services are available on an hourly or flat-fee basis, depending on your needs and goals.

  • Patrick meets with clients both in person at his Omaha office and virtually, so nurses with demanding schedules can connect in whatever way works best for them. Regular meetings are used to review goals and discuss updates in your financial life, and Patrick makes himself accessible when guidance is needed between scheduled appointments.

  • Yes. The first step is a brief introductory call to learn about your situation, share how Patrick works, and determine whether it's a good fit for both of you. You can schedule a call directly here.

  • Patrick is located at 2401 S. 130th Circle in Omaha, Nebraska. He serves clients throughout the Omaha metropolitan area and works with nurses virtually across Nebraska and nationwide. Whether you prefer to meet in person or remotely, he can accommodate your schedule and location.

  • Career flexibility is one of the central goals Patrick works toward with his clients. Whether you're considering a position change, thinking about launching your own practice, wanting to reduce your hours, or planning for a future where work is optional, financial planning can help you map out what's needed to make that transition on your terms.

  • Student loan debt is a common concern for registered nurses and advanced practice registered nurses, and it's something Patrick addresses directly in the financial planning process. A structured financial plan can help you evaluate repayment strategies, balance paying down debt with saving for the future, and make intentional decisions about how your money is allocated across competing priorities.

  • One of the core goals of Patrick's financial life planning process is to reduce the time you spend managing your financial affairs. After an initial series of planning conversations to build your roadmap, the ongoing relationship is designed to be efficient. Regular check-ins are scheduled to review progress, answer questions, and adjust as your life evolves, so you can stay focused on your work and family.

  • Patrick specializes in working with RNs and APRNs (as well as physician assistants), which means he understands the specific pressures, career structures, and life goals that come with the profession. His approach combines financial planning with life planning, helping you get clear on what you want your life to look like and then building a financial strategy to support that vision, rather than starting with products or investment performance.