About Us
Company Profile
Care Plan Financial Coaching provides practical, behavior-focused financial education for healthcare professionals. Founded by a Registered Nurse and a Critical Care Pharmacist, our mission is to help clinicians gain clarity, confidence, and control over their financial lives.
We specialize in common-sense financial guidance tailored to the realities of healthcare careers, student loans, variable income, burnout, and long-term planning. Our approach is educational and coaching-based. We focus on building sustainable habits, aligned decision-making, and long-term financial confidence without product sales or complexity.
Paul Tucker
Co-Founder & Coach
Paul brings a rare blend of frontline financial and clinical experience. After owning a mortgage brokerage for several years, he transitioned into retail banking as a Financial Services Representative at Wells Fargo, working closely with personal and small business clients on credit decisions, cash-flow management, and everyday financial realities.
He later moved into healthcare, building a nursing career across emergency medicine, psychiatric care, and cosmetic surgery. These roles demand calm decision-making, trust, and an ability to meet people at vulnerable moments. This dual background allows Paul to approach money through both a practical financial lens and a deeply human one, helping clients make clear, grounded decisions without shame, overwhelm, or jargon.
Michael Ta
Co-Founder & Coach
Michael is a Certified Critical Care Pharmacist with extensive experience in emergency medicine, where he built a career making high-stakes decisions and turning complex information into clear, actionable plans. With a background in psychobiology from UCLA, he understands that money decisions are as much behavioral as they are mathematical.
After navigating six-figure student loan debt early in his career, Michael realized traditional financial advice often misses the realities healthcare professionals face. He applied the same analytical rigor used in clinical practice to master personal finance through disciplined study and real-world experience.
His coaching emphasizes practical systems, sustainable habits, and judgment-free guidance—helping healthcare professionals build financial lives that support both their careers and long-term well-being.