Joshua Wokurka
Financial Advisor
Bringing financial clarity and confidence to physicians, dentists, and their families.
We offer cohesive financial strategies and solutions to put you on track for your goals so you can enjoy life now and in the future.
The first call is always free with no obligations.
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Are you at a point in your life or career when you need a trusted financial ally to help you make the most of opportunities? Someone you can trust to put you at ease about your finances? And, someone you can delegate to, so you can spend your free time doing what YOU want to do?
My mission is to be that advisor—your guide on the financial journey, helping you reach the goals most important to you.
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My approach differs from your typical financial advisor.
While we can certainly dive deep into investment growth and portfolio design, it only matters if it’s supporting your family and your goals.
Whether we work together on one project or a long-term financial plan, each solution comes in three main phases:
Clarify the goal.
We will always discuss what you want the end result to be to ensure we are selecting the right option for that goal.
Coach you on the solution.
With any solution I recommend, I make sure you understand why, cutting the jargon and relating it back to your goal and overall financial picture.
Implement the solution.
My job isn’t done with the recommendation. My team is designed to walk you through implementing any solution we find for you.
Financial services
Cash flow and budgeting strategies
Budgeting is one of the fundamental aspects of a healthy financial situation. We’re here to assist you with developing sustainable and long-lasting cash flow strategies.
Debt management and student loan repayment strategies
Student loans are a significant and stressful piece of the financial equation for young professionals, especially those in the medical field. We help you navigate the repayment process with confidence.
Tax-efficient investment strategies
We work to create well-diversified, personal, allocated portfolios for your specific needs and goals and put your money to work for you.
Retirement planning
Unsure what life will look like when you retire? We help clients gain certainty through tax-efficient distribution and mindful portfolio allocation tailored to their specific circumstances.
Wealth accumulation
Building wealth is the ultimate goal of any financial plan. Through strategic investment strategies, you gain the freedom to do what you want with your money and to achieve the goals you’ve set for yourself and your family.
Occupation-specific disability insurance
No one expects disability to happen to them, but if it does, disability insurance can help prepare you and your family so that finances don’t become an issue.
We work with specialized professionals to find solutions that fit their needs, with cost-effective riders and options for maximum personalization.
Comprehensive fee-based financial planningMy team’s financial planning process is based on what you want to accomplish. We work to ensure that you and your family are secure in every stage of your life, through unforeseen adversity and with financial confidence. Step 1: Learn if we’re a fit.In our fit meeting, I will get to know you and your family and we will explore your specific goals and concerns related to finance. This meeting is an easygoing introduction, aimed at learning if I’m the right person to help you accomplish your goals. Step 2: Clarify your starting point.Before you can get where you’re going, you need to know where you’re starting. If you decide to work together, the next step is to gather any relevant financial information and documents and pull them together into a comprehensive financial snapshot. Step 3: Design a roadmap toward your goals.From there, we will develop a plan to address each piece of your financial picture, determine recommendations for improvement, and walk through coaching and education on priority items. Step 4: Track progressThis isn’t a set-it-and-forget-it financial plan. Our team acts as your household CFO, addressing concerns as they come up and meeting with you at a cadence that makes sense for your schedule. |
About us
Financial expertise without the cookie-cutter experience.
I graduated from the University of Minnesota, where I was part of their Division 1 men’s gymnastics program, and I now run my financial advising practice out of Chicago while servicing clients throughout the U.S. I’ve had the opportunity to speak to numerous medical professional groups throughout the country, and I value these opportunities as I hear all too often that financial education is not regularly taught to most groups. My goal is to treat my clients no differently than if I saw them at the hospital. In other words, my goal is to “diagnose” your financial problem/concern, then go through your different “treatment” options with you so you have a good understanding of what you’re doing in your financial life and where different strategies fit in your plan.
Outside of work, I enjoy spending free time with my family and traveling. While I live in Chicago, and I love all the city has to offer, I enjoy being able to get out of the hustle and bustle from time to time and visit a nice, ocean beach to relax or go surfing. I also enjoy rooting for my favorite Chicago teams: the Blackhawks, Cubs, Bulls, and the Bears!
Events
We frequently conduct educational seminars for residents and attending physicians in both Pennsylvania and Illinois.
Resources
Office locations
Josh, Ross, and Michael are investment advisor representatives of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.