Financial advice built for CRNAs
How money should feel.
One coordinated team for financial planning, investments, and tax strategy, so you can spend less time second-guessing your money and more time enjoying what it makes possible.
- W-2
- 1099 & locums
- CFP® · EA · CPA
- Nationwide
Built by a financial planner married to a CRNA.
What clients tell us
Real-life financial planning, built for CRNAs just like you.
★★★★★
“…whenever we talk about wealth and investing, always get asked who my financial planner is… Ben’s my guy! He’s amazing at what he does and takes the time to explain things and strategies whether you’re a beginner or advanced in the financial realm. Cannot recommend Ben enough! He’s made the transition from W2 to 1099 so much easier on me and I honestly couldn’t be more excited about we have accomplished and still have yet to accomplish together! 👏”
Alyssa R.CRNA
★★★★★
“…. I started working as a 1099 CRNA last year and was not sure how to navigate all the demands of keeping records and filing taxes as a PLLC. My husband is a farmer so is self employed as well. Ben was able to help both of us consolidate our funds and optimize our investments. Anytime I have a question I email Ben and he is quick to reply and help in whatever way he can.”
Chris F.CRNA
★★★★★
“…we’ve had a great experience with On Point CRNA. Really appreciate that they understand the career and the financial planning that comes with it. They’ve helped us feel more organized, confident, and on track for our goals. Highly recommend to other CRNAs or couples looking for solid, personalized guidance.”
Glen & Katie K.CRNA
★★★★★
“…Ben is a stand-up, personable guy who is an expert at finances and guiding others to financial independence. He is responsive and timely in all aspects of his business. He also takes great pride in providing excellent descriptions of his knowledge so that the client feels as well educated. I would personally recommend Ben to anyone looking to make the jump into CFP/CPA services.”
Hassan A.CRNA
On Point CRNA has not provided any compensation for the testimonials shown. The testimonials shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Watch and learn
Real CRNA decisions. Plain-English answers.
CRNA-specific resources with on point context—because the best financial decision usually starts with understanding why.
A one-page plan, on point
Know if you’re on track. Know what to do next.
A good plan should answer both questions without burying you in a binder. We organize the moving parts, identify the few decisions that matter most, and keep the plan current as life changes.
See how the plan comes together
Built for real CRNA life
You have enough on your plate.
The right relationship should take work off your list—not hand you another color-coded binder and wish you luck.
On Point may be a strong fit if you…
- Have W-2, 1099, locums, or business income creating moving parts
- Want planning, investments, and taxes coordinated in one place
- Prefer implementation and follow-through over another to-do list
- Are ready to consolidate the accounts we can responsibly manage
Only looking for tax preparation or a one-time plan? We are probably not the right fit—and that is okay.
How we help
One plan for every part of your financial life.
Your money does not happen in neat little boxes. Taxes affect investments. Cash flow affects risk. Every decision changes what should happen next.
Plan your life
Turn goals into a practical plan.
- Retirement and work-optional planning
- Cash flow, protection, and estate coordination
- A clear list of what happens next
Grow your money
Build the portfolio around the plan.
- Portfolio construction and ongoing management
- Tax-aware investment decisions
- Risk aligned with your real cash-flow needs
Keep more of it
Plan for taxes before they happen.
- W-2, 1099, multi-state, and estimated-tax planning
- S-corp and retirement-plan coordination
- Tax preparation for eligible clients
Tax preparation is not offered à la carte. It is available only as part of an eligible ongoing On Point+ or On Point SRNA advisory relationship.
Strategic cash flow
Make every dollar count.
We map taxes, spending, saving, and business cash flow together so your hard-earned money works just as hard as you do.
The On Point process
Minimal prep. Maximum peace of mind.
A fast pre-op to see if we are a fit. Then we take over the charting and keep the moving parts moving.
See the full processInterviewing
We make sure the fit is right.
This is the pre-op. We get the context, test the fit, and show you how we would help before anybody signs anything.
Onboarding
We get the plan in motion.
We organize the paperwork, accounts, portfolio, protection, tax strategy, and cash flow so every dollar has a job.
Ongoing
Your team keeps it coordinated.
Planning, service, and tax support stay connected as work, family, markets, taxes, and life continue to change.
Your financial stethoscope
We start with vital signs, not products.
Spend about 10 minutes giving us the basics. We will review your financial vital signs and send a short personalized video with one practical next step.
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1
Complete the scorecardQuick questions. No shoebox of documents.
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2
We review the vital signsWe look for the biggest opportunity or concern.
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3
Get your personalized videoPlain English and one useful next move.
Simple, transparent pricing
Choose the relationship that fits.
No commissions. No kickbacks. No product sales. Just a fee-only fiduciary relationship built around the help you actually need.
See full pricing and disclosuresFull-service advisory
On Point+
Investment management, financial planning, and eligible tax preparation coordinated in one ongoing relationship.
Starting at 0.10% monthly AUM + $100/monthInvestment management
On Point Portfolios
Fiduciary investment management for clients who are comfortable handling their own planning and taxes.
Starting at 0.10% monthly AUMWhile you’re in school
On Point SRNA
Planning, tax, and investment support for students who want to build good habits before graduation.
Planning fee waived while enrolledFees shown are starting points. Review the Pricing page for the current fee schedule, eligibility details, and complete disclosures.
Before we meet
Here’s what people usually ask first.
Answer
There is not one magic account balance that makes somebody a good fit. We look at the complexity of your financial life, the help you need, and whether you are ready to delegate and consolidate the accounts we can responsibly manage.
Answer
Yes. We work with W-2 employees, 1099 contractors, locums, business owners, and households with a mix of several income types. The coordination matters most when the lines start to overlap.
Answer
Tax preparation is available only to eligible ongoing On Point+ or On Point SRNA clients. It is not offered as an à la carte or tax-only service.
Answer
No. Clients are supported by a coordinated team that includes a financial advisor, CPA or tax professional, and client-service support. The goal is a better client experience—not making every question wait for one person.
Answer
Think of it as the pre-op. We get the context, understand what is creating friction, explain how we would help, and make sure the relationship makes sense before anyone signs anything.
Answer
Yes. On Point works virtually with CRNAs across the country, subject to applicable registration requirements.
Learn before you leap
Straight answers for CRNA money questions.
Practical guides on 1099 work, taxes, investing, retirement plans, student loans, and the rest of the financial chart.
Browse every resource
Your next move
Feel good about your money—and clear about what comes next.
Start with a short fit call, or let us review your financial vital signs first. Either way, you will leave with a clearer sense of the path ahead.
