Understand the situation
We will discuss what is changing, what you are trying to accomplish, and what currently feels unclear.
Introductory Strategy Session
Schedule a Strategy Session.
Choose a time for a focused introductory conversation with Joe Hedley. We will clarify what you are working through, identify what deserves attention, and determine whether another conversation would be useful.
30 minutes Virtual meeting No preparation required No cost or obligation
Choose a time
Available Strategy Sessions
Select an available appointment below. Calendly will confirm the meeting and send the joining information.
What to expect
A practical first conversation.
You do not need every document organized or every question fully formed. Bring the decision, transition, or concern that feels most important.
Identify the priorities
We will begin separating urgent decisions from important longer-term planning needs.
Determine the next step
We will decide whether Foundational Strategies, Ongoing Financial Planning, another professional, or no immediate action is the sensible next step.
A good reason to schedule
Start with the decision in front of you.
Common starting points
- Planning around travel healthcare or locum tenens work
- Organizing old retirement accounts
- Managing variable, W-2, business, or 1099 income
- Evaluating insurance or income-protection needs
- Preparing for retirement
- Navigating a family, career, business, or housing transition
- Getting a second opinion on a financial decision
What happens afterward?
When another conversation would be useful, Joe will explain the proposed next step, the information that may be needed, and whether the work would be foundational or ongoing.
Individualized recommendations generally require additional information and an appropriate formal relationship. The introductory meeting is for understanding the situation and deciding what should happen next.
The purpose of the first meeting is clarity, not commitment.
Frequently asked questions
Before you book.
Is there a charge for the Strategy Session?
The 30-minute introductory Strategy Session is offered without charge or obligation. Any fees for later planning work are discussed and agreed to before that work begins.
Do I need to be a travel healthcare professional?
No. Travel Wealth Financial has a particular focus on travel nurses, locum tenens clinicians, and allied health travelers, but also works with families, business owners, self-employed professionals, and people navigating major transitions.
Do I need a certain account balance?
No specific account balance is required to work with Travel Wealth Financial. The meeting is intended to understand the situation and determine whether the type of help needed fits the practice.
Can my spouse or partner join?
Yes. When the decisions affect the household, it is often useful for both people to participate.
Will I receive financial advice in the first meeting?
The first meeting is primarily for understanding your situation, identifying the relevant decisions, and determining next steps. Personalized recommendations generally require additional information and an appropriate formal relationship.
Still deciding?
Learn more before scheduling.
Review the planning services, travel healthcare approach, or educational resources, then return to the calendar when the timing is right.