Betsy Hutchins, CFP®, CRPC®, MHA
Empowering women in healthcare to build a secure financial future.
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Serving Clients Nationwide
Empowering women in healthcare to build a secure financial future.
Areas of Focus
- Budgeting
- Cash Flow
- Equity Compensation Options
- Estate Planning
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
About Betsy Hutchins, CFP®, CRPC®, MHA
Hi, I'm Betsy Hutchins. This is my second professional life. My first was in healthcare administration. I completed a Master of Health Administration degree and specialized in business development, physician services, risk management, and regulatory administration. I looked at budgets, analyzed data, and helped departments work together.My husband became a physician which brought me even closer to the patient care side of healthcare. But life changes…constantly. I took a long detour to be a stay-at-home mom, then spent the last several years in the world of personal finance as a student and working alongside other financial planners.
I am a CERTIFIED FINANCIAL PLANNER™. I also hold the Chartered Retirement Planning Counselor Designation™. I started my own firm to provide you with an ongoing relationship so you can have a trusted partner to turn to for all your questions and concerns. Together, we can move forward to achieve your life goals.
I work with clients locally in the Memphis area and across the country. I live in Germantown, TN, a suburb of Memphis. I have two human kids and one furry one named Blue (our standard poodle and my running buddy). I read all the time.
If not reading, I am running, cooking, eating, gardening, or playing the piano. My undergraduate degree is in psychology so the area of behavioral finance is fascinating to me. Why we do what we do, is a question that never gets old.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
Germantown, TN
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Package Offers
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. This complimentary phone or Zoom meeting offers a chance for us to get acquainted. We’ll talk through your needs and walk through my planning process to see if we’re a good match. I look forward to connecting with you!Offers Investment Management
Yes
About Forward Financial Planning
At Forward Financial Planning, we're dedicated to helping women in the healthcare industry plan a better, more secure future through financial planning and investment management.We provide holistic, high touch financial planning and investment management to women healthcare professionals and their families to help them organize, grow, and protect their assets through life's transitions. We can help you with getting financially organized, creating a spending plan, setting financial goals, paying off student loans, investing retirement accounts, optimizing tax strategies, reviewing insurance risk, reviewing estate planning, and planning for financial independence.
We're located in Germantown, Tennessee, serving clients in the greater Memphis area and across the country, and we meet with clients face-to-face if possible or virtually.
We do not sell products to earn commissions. The only fee we receive is the fee you pay us for our advice. This is called fee-only financial planning and we believe it helps limit conflicts of interest. We are a fiduciary which is important for you to understand. This means we are bound to serve you and put your interests first in our relationship.
Education
University of Memphis, MHA, Health Administration | Freed-Hardeman University, Bachelor's degree, Psychology
Hobbies and Interests
- Cooking
- Gardening
- Music
- Reading
- Running
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Dentists
- Families
- Healthcare Professionals
- Physicians
- Women Professionals
- Women’s Finance
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