Daniel Johnson, CFP®, EA

Helping Physicians Enjoy Life While Their Health, Wealth, and Time Are at Their Peaks

You’ve worked hard to build your wealth and reputation—but lately, the stress of medicine has taken a toll. If you're a physician ready to reconfigure your life for more balance and fulfillment, you're not alone—and you're in the right place.

At Forward Thinking Wealth Management, I work exclusively with high-stress doctors like you who are asking: What’s next? You’ve reached a career peak, but burnout, time pressure, and uncertainty about the future are wearing you down. You want clarity, flexibility, and the freedom to enjoy what you’ve worked so hard to build.

That’s where I come in.

Headquartered in Cleveland and working virtually with clients across the country, I provide real financial and tax planning—without the sales pitch or asset-based fees. As a CFP® professional and Enrolled Agent, I guide a select group of physicians through a structured, thoughtful process to:

• Clarify what your ideal life looks like
• Connect your financial resources to that vision
• Build a plan that reduces taxes, relieves stress, and gives you back control

The result? More options, better balance, and a life you don’t need to postpone.

If you’re ready to use your wealth as a tool—not a tether—I invite you to schedule a no-pressure call so we can explore whether we’re a good fit: Schedule a Call.