Betsy Hutchins
CFP®, CRPC®, MHA
Forward Financial Planning
Owner and Financial Planner
Independent, fee-only financial advisor serving female healthcare professionals and their families in the Memphis, TN area and across the country.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
We specialize in serving women healthcare professionals and their families.
We are located near Memphis, TN and see clients face-to-face locally or virtually almost anywhere in the US.
We offer a free consultation to see if we are a good fit for you. You can schedule here.
We DO NOT have an investment account minimum.
We offer a flat fee or AUM fee structure.
Get to Know Betsy Hutchins
Betsy Hutchins is a Memphis, TN area fee-only financial planner.
This is my second professional life. My first was healthcare administration. I completed a Master in Health Administration and specialized in business development, physician services, risk management and regulatory administration. I looked at budgets, analyzed data, and helped departments work together. My husband became a physician which brought me even closer to the patient care side of healthcare.
But life changes…constantly. I took a long detour to be a stay at home mom, then spent the last several years in the world of personal finance as a student and working alongside other financial planners. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and hold the Chartered Retirement Planning Counselor ™ designation. I am also a member of the National Association of Personal Financial Advisors, the XY Planning Network and the Financial Planning Association®. I started my own firm to provide you with an ongoing relationship so you can have a trusted partner to turn to for all your questions and concerns. Together, we can move forward to achieve your life goals.
I live outside of Memphis, TN. I have two human kids and one furry one named Blue (our standard poodle and my running buddy). I read all the time. If not reading, I am running, cooking, eating, gardening, or playing the piano.
My undergraduate degree is in psychology so the area of behavioral finance is fascinating to me. Why we do what we do, is a question that never gets old.
I Can Help You With:
- Getting Organized!
- Goal Setting and Attainment
- Spending Assessment
- Investment Management
- Tax Planning
- Insurance Assessment
- Retirement Income Planning
- College Education Planning
- Estate Planning
Ideal Clients:
- Women Healthcare Professionals
- Growing Families
- Recently widowed or divorced
- Female Investors
- Female Doctors
- Medical Professionals
- Retirees & Near Retiree
- Gen X/Y
- Baby Boomers
FAQ with Betsy Hutchins
- What does it mean to be a fiduciary and am I one?
- What is your investment philosophy?
- Do you work with men?
- What if I need other professionals to make my plan work?
- Do you have a financial planner or do it yourself?
Betsy Hutchins's Designations and Affiliations
Betsy Hutchins holds the Chartered Retirement Planning Counselor™ Professional Designation
Office Locations
- Germantown, TN 38138
- Bartlett, TN 38133