The Healthcare Professional’s Guide to Financial Planning: Pharmacy Edition

by Elisa M. Greene, PharmD, BCACP and W. Nathan Greene, CFP

Jul 30, 2021 | Books, Finance

While The Healthcare Professional’s Guide to Financial Planning is written for healthcare professionals of all kinds, this edition specifically addresses details relevant to pharmacists at all stages of their careers. The text is not designed to be an encyclopedia of financial planning or to train you as a financial services professional, but it is designed to be a practical, digestible, and applicable representation of the financial planning topics that matter to YOU as a pharmacist.

The Healthcare Professional’s Guide to Financial Planning is the only source for comprehensive personal financial planning guidance targeting the needs of healthcare professionals.

The book addresses the fundamentals of a comprehensive financial plan, including, but not limited to:

  • General principles of financial planning
  • Budgeting, savings, and emergency reserves
  • Student loans, mortgages, and consumer debt
  • Risk management and insurances
  • Basics of tax planning
  • Investing, including retirement plans and portfolio design
  • Group benefits
  • Estate planning
  • Finding good advice

It also features:

  • Key terminology, learning activities, application-based cases, examples, and answers to frequently asked questions
  • A comprehensive case-study modeling the principles outlined in each chapter
  • Appendices containing a wide variety of resources
  • Applicable learning objectives for both academic and personal use

The Healthcare Professional’s Guide to Financial Planning draws on years of client experience to deliver the key content pharmacists need to design and build their own financial plans.

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Elisa M. Greene, PharmD, BCACP

Elisa M. Greene, PharmD, BCACP

Elisa Greene, PharmD, BCACP is an Associate Professor of Pharmacy Practice at Belmont University College of Pharmacy where she practices in the area of Ambulatory Care. She earned her B.S. from Auburn University and Pharm.D. from the University of Tennessee Health Science Center, then completed an ASHP -accredited Pharmacy Practice residency with an emphasis in Ambulatory Care and a Teaching Certificate program at Palm Beach Atlantic University. In her current role, she teaches in the classroom throughout the curriculum in Pathophysiology & Therapeutics and Pharmaceutical Care sequences. Additionally, she provides clinical pharmacy services and experiential student training at Siloam Health, a faith-based nonprofit that provides medical care for the underserved, community health for marginalized immigrant populations, and student education for the next generation of health care providers.

In addition to a passion for providing accessible financial education for pharmacists and other healthcare professionals, her practice and research interests include interdisciplinary collaboration with medical interpreters, cross-cultural care provision, and quality improvement, where she often collaborates with student investigators. She was selected as a participant in the Child Family Health International Global Health Immersion Program in Tropical Medicine and Community Health, a finalist for the Frist Foundation Salute to Excellence Team Building Award, the recipient of the Tennessee Pharmacists Association Distinguished Young Pharmacist Award, and serves on the Board of Directors for Immunize.org.

W. Nathan Greene, CFP

W. Nathan Greene, CFP

Nathan Greene, CFP® is a CERTIFIED FINANCIAL PLANNER™ with more than a decade’s experience in the financial services industry. He runs his own financial planning practice – Cairn Financial Group – with the sole purpose of enabling wealth success in his clients’ lives, no matter their definition of “wealth,” and through that experience has seen first-hand the toll that lack of financial-preparedness can take on healthcare professionals, especially in (but not limited to) early stages of their careers.

As such, he also co-founded Cairn Education Group with the hope of extending what he does on a personal level (with clients of his financial planning firm) to the entire healthcare industry.

Nathan is a graduate of Auburn University and is a regular teacher, speaker, and commentator on financial matters. He is a leading educator in the industry who has served in local and national leadership positions, taught CFP® education at Belmont University, is currently teaching CFP® requirements at Lipscomb University, and coordinates/teaches the Personal Financial Planning course at the UTHSC College of Pharmacy. He has met the extensive experience, education, ethics, and training requirements of the CFP Board of Standards required to hold the prestigious CFP® certification.

In addition to being passionate about facilitating personal-financial excellence (through education and directly with clients), Nathan is an avid outdoorsman and a retired endurance athlete. If he’s not in the classroom or office, you’re likely to find him off the beaten path with his dog in an obscure corner of your favorite wilderness.