Your Financial Health Matters
Helping Healthcare Professionals Achieve Financial Success
Focus on Your Patients, and We’ll Focus on Your Wealth
As a healthcare professional, you dedicate your time and energy to caring for others. But when it comes to your finances, it’s easy to get pulled off track. Without a clear plan, the risks are real:
You risk burnout trying to do it all yourself.
Long shifts and life’s demands leave little time to focus on your finances.
Your hard-earned money isn’t working hard for you.
Between student loans and saving for the future, it’s tough to know where to start—and your financial progress stalls.
You’re constantly worried about making the wrong move.​
Without a plan, financial decisions can feel uncertain and risky.
Plan Smart, Live Well
Managing your finances shouldn't feel like another shift at work. We help healthcare professionals simplify and secure their financial future, so it’s one less thing to manage after a long day.
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We start by understanding the unique challenges you face—long shifts, student loans, and balancing saving for the future with living your life today. Next, we focus on optimizing all areas of your financial life, from investments and cash flow to taxes, and student loan forgiveness.
What to Expect from Your Membership
For just $50/Month, you gain a Dedicated Financial Partner providing some of the most comprehensive financial planning services available. For most healthcare professionals, this approach costs significantly less than other advisors. Plus, you receive so much more, including:
A goals-focused plan that helps your finances support what matters most to you
No high-pressure sales—just service and support you can trust
Quarterly meetings to keep you on track and your plan up to date
No conflicts of interest—we prioritize your success above all else
Comprehensive Student Loan Analysis to minimize costs and maximize forgiveness
No cookie-cutter strategies—your plan is as unique as your goals
No commissions, hidden fees, or kickbacks
Personalized 403(b) and investment reviews to ensure your portfolio aligns with your goals
No need to move your money
Education planning strategies to fund your children’s future without derailing your own
Proactive tax planning to optimize your earnings and keep more of what you make
Here's What Success Looks Like
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Gain peace of mind knowing your finances are in trusted hands, so you can focus on the things you love.
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Avoid the stress of managing your finances alone with personalized, hands-off solutions.
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​Receive tailored advice that’s designed specifically for healthcare professionals like you.
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Understand the "why" behind every recommendation, giving you clarity and confidence in your financial plan.
1. Schedule a Free Consultation
Book a 15-minute call to discuss your goals and challenges. We’ll explore how we can help and answer your questions.
3. Stay on Track With Quarterly Check-Ins
Our regular check-ins ensure your plan evolves with you, keeping you on track toward your goals.
About
Mike Eldridge, CRPC™, APMA™ Professional
​​Financial success is about more than just numbers—it's about building a life that reflects your values. It’s about balancing the desire to enjoy life today while saving for your future. Whether you’re managing student loans, saving for a home, or investing for retirement, I’m here to be your personal financial guide through life.
The best part of my work is partnering with clients like you. Together, we’ll tackle your unique challenges and create strategies that align with your goals. My passion is helping healthcare professionals achieve financial success.
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Outside of work, I stay active with disc golf, pickleball, or hitting the gym. On quieter days, I enjoy watching the Lions game, walking with my dog and wife, or listening to an audiobook. I’m a lifelong learner, always exploring new ways to better serve my clients.
An Accredited Portfolio Management Advisor (APMA) is a professional designation that indicates that the holder has specialized knowledge in portfolio management and investment strategies. Topics include Portfolio Construction, Asset Allocation, Managing Investment Risks, etc.
A Certified Retirement Planning Counselor (CRPC) is a professional designation signifying expertise in all aspects of retirement planning. Topics include Saving for Retirement, Income Distribution Strategies, Asset Management, Retirement Plan Taxation, etc.
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Disclosures
Marlin Financial Advisors is registered with the State of Michigan as a Registered Investment Advisor. Registration does not imply a certain level of skill or training.
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Information presented is for educational purposes only and does not intend to make an offer or solicit sale or purchase of securities. Past performance is not an indication of future performance. All investments involve risk and possible loss of interest and principal. Be sure to consult a tax professional before implementing any investment strategy.