Annelise Bretthauer, CFP®, CDFA® Head to Toe Financial Planning

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About Annelise Bretthauer, CFP®, CDFA®

At Head to Toe Financial Planning, my partner Nathan Schorsch and I specialize in working with medical professionals including residents, physicians, and physician assistants.

Our expertise and focus is on helping residents, physicians and physician assistants navigate student loans, create and implement a spending/savings plan, maximize their employer benefits, protect their family, and invest for their future. We help clients transition from residency to attending and through retirement.

Whether you’re realizing the cost of medical school, preparing for residency, starting as an attending or preparing for retirement, we are ready to help. We do not believe in the one size fits all approach and customize our process to the needs of each individual family.

“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.” – Alexa Von Tobel

Financial literacy is often overlooked, especially in medical programs. We focus on that educational aspect with our clients to foster greater understanding of their financial lives. To further our financial literacy mission, we’ve created the Wealth Residency learning program.

We’re ready to help!

Listen to Annelise’s podcast here.

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Ideal Clients

  • Coronavirus Relief
  • Gen Y/Millennials
  • Medical Professionals
  • Minorities
  • Student Loan Debt

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • AUM: 1.00%

SEC Records

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