Wealth Planning for Women Healthcare Executives.
You care for everyone. It’s time your money cared for you.
What You’re Up Against
- Complex 401(a), 403(b), and 457 plan choices
- High W-2 income → overwhelming taxes
- Shift-based unpredictability and burnout
- Student loans or lingering medical debt
- Employer benefits that are underutilized or confusing
- Fear that your income isn’t translating into freedom
How We Help You Through the WELLthy360™ Plan
✔ Optimize Every Employer Plan Available to You
- 403(b)
- 401(a)
- 457(b) (and when NOT to use it!)
- Deferred comp plans
- HSA, FSA, high-deductible strategies
✔ Reduce Your Tax Burden — Significantly
- Dual retirement plan optimization
- Mega-backdoor Roth opportunities
- Charitable strategies
- Income-smoothing and tax-bracket management
- Business deductions if you consult
✔ Create a Plan that Protects Your Time & Well-Being
Healthcare burnout is real. Your WELLthy360™ plan ensures your money supports your
life, not drains it.
✔ Build a Values-Aligned Investing & Wealth Strategy
You’ll know your Freedom Number™ and exactly what to do yearly to reach it.
YOUR OUTCOME:
- Less tax.
- More clarity.
- More peace.
- More time.
True financial well-being — finally.
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Rebecca Pollock
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Alchemy + Aim