About Us
You’ve got people for your patients. You’ve got people for your data.
Now—meet your people for money.
Baptist Health has teamed up with Aptus Financial to help you get the financial education most physicians never got and start applying it now, here at Baptist Health.
We know that allocating your money can feel like a struggle, especially with all the jargon associated with your accounts. As part of the Baptist Health Financial Wellness program, you have access to student loan expertise, educational tools and content, AND personalized financial planning.
What You Get
Access to our tools and resources, including the Tax-Efficient Waterfall
Personalized 1-on-1 coaching with a financial planner who won’t sell you products
Our Cash Flow tool and guide
Student loan expertise through Project 120
Ready to get started? Sign up for your 1-on-1 appointment below!
Let’s Get Started
We’ve created a simple process that will walk you through what you need to do to take control of your finances.
You will learn how to:
Calculate your savings rate so you know how much to ideally save each year.
Make your dollars work harder through smart, tax-efficient planning.
Understand what you’ll need to retire confidently on your own terms.
And, if you have student loans, see how Baptist physicians and employees have already achieved $5 million+ in forgiveness.
Ready to get started?
Get an overview of what to expect from our help.
Here’s the truth: you will never have “enough” money.
Not because you don’t earn enough — but because your brain will never let you feel like you do.
Tax Efficient Investing Tips for Docs
Save early. Save often. Save enough.
Save early. Save often. Save enough.
The Tax-Efficient Waterfall
Take a deeper dive into how you can apply the Tax-Efficient Waterfall in this Aptus Financial blog.
