Financial Planning for Medical Professionals at Rush University Medical Center

If you’re a nurse practitioner (NP), Certified Registered Nurse Anesthetist (CRNA), physician assistant (PA), Ultrasonographer, peech-language pathologist (SLP), or other health professional working at Rush University Medical Center, you likely spend your days caring for others—leaving little time to manage your own financial well-being. At Outside the Box Financial Planning, we specialize in helping Chicago-area medical professionals gain clarity, reduce stress, and build financial confidence.

Led by CERTIFIED FINANCIAL PLANNER™ Ivan Havrylyan, our team works with individuals at every stage of their careers—from young families navigating student loans and saving for a house, to experienced practitioners preparing for retirement. We understand the unique challenges faced by those in the healthcare field, and we offer personalized guidance tailored to your life and goals.

Through our Comprehensive Financial Planning process, clients engage with us over 8 to 12 weeks to address areas including:

  • Goal setting

  • Net worth and cash flow statements

  • Spending plan development

  • Student and consumer debt management

  • Year-end tax planning strategies

  • College and education funding

  • Investment planning

  • Life and disability insurance review

  • Optimization of employer benefits

Our mission is simple: to give you the tools, support, and strategy to make smart financial decisions with confidence. If you work at Rush University Medical Center or any other hospital in Chicagoland area, book an Introductory “Fit” meeting today and take the first step toward building a more secure financial future with Outside the Box Financial Planning.