Susan Washburn, CFP®, JD
Senior Financial Planner
Susan’s Background
Prior to relocating to the Tampa Bay area and joining ProVise Management Group, LLC, Susan worked for ten years as an Investment Adviser Representative in a family wealth management firm on the east coast of Florida. During that time, she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Susan is the proud mom of two sons: Max and Jake. Max is a 2017 graduate of the University of Chicago who attends Harvard Law School; Jake is a member of Vanderbilt University’s Class of 2021. Susan has had the privilege of serving as trustee on several boards including the Herman-Grima and Gallier Historic Houses in New Orleans, Louisiana; St. Edward’s School and the Community Church of Vero Beach. In her spare time, Susan can be found in the yoga or ballet studio.
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Susan’s Background Story
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The ProVise Planning Experience
A financial plan is a roadmap to your financial success. A ProVise financial planner will follow a process that includes the following steps to creating a customized strategy specific to your current financial situation, lifestyle, and future goals.

1. Understanding Your Personal and Financial Circumstances
Before we can help you reach your goals, we need to understand where you are. We perform a thorough analysis of your current financial situation and upcoming risks before creating a financial plan designed for your increased future success.
2. Identifying and Selecting your goals
Your future financial goals will dictate your current financial choices. We need to understand your goals and then help you prioritize those goals, so we can align your financial strategy with the lifestyle for which you are aiming. We help you balance your goals in a way that is designed to benefit your current lifestyle without neglecting your future financial goals
3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action
It is important for us to first determine what you are currently doing and why. What is your approach to your finances and investments? There is no reason to seek alternatives if what you are doing is working. However, we can only do this in the context of looking at alternatives that may either fine tune what you are doing, or perhaps offer an alternative approach.
4. Developing the Financial Planning Recommendation(s)
Unlike others who just want to sell you something that may not be in your best interest, we do not consider recommendations until we have taken the first three steps of the financial planning process. You do not want a physician to create a treatment plan without a thorough analysis of your current condition and consideration of alternatives. The same is true with your financial health.
5. Presenting the Financial Planning Recommendation(s)
We will provide you with a set of written recommendations sharing our best ideas and thoughts regarding your personal financial situation. For those with a relatively uncomplicated financial life it might be done in a bullet point format, while for others it could be a much longer document. It might even be done with a modular plan focusing on the one aspect that is most concerning to you.
6. Implementing the Financial Planning Recommendation(s)
We help you put the financial planning strategy to work by putting together a checklist of action items for you and us that helps ensure that the plan is implemented in a timely fashion. There is nothing worse than knowing what needs to be done and then not doing it.
7. Monitoring the Progress and Update
Financial planning is not an event that happens one time. It is a continuous process. Life happens and things change. You will not go it alone. We will walk with you through every financial decision, roadblock, obstacle and opportunity to make sure you are staying on track toward your financial goals.
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Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
STRAIGHT FROM THE SOURCE
Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.
When Should Physicians Hire a Financial Advisor?
Physicians’ financial planning is unique, with typically a short time between finishing their training and when they step away from practicing medicine. Less time working compared to other professions generally leads to different rules to becoming financially independent. With such busy schedules of seeing patients and limited time to spare, a way that physicians can make sure they are on the right track and increase their odds of financial success is by hiring a financial advisor. But how do they know the right time to hire an advisor and partner with an expert?
3 Essential Tips to Start Building Generational Wealth
From 1920 to 2020, the U.S. population of adults 65 and older grew almost five times faster than the total population. As of the 2020 census, this group had reached 55.8 million, representing 16.8% of the U.S. population. With the increasing number of adults in the United States aged 65 and older, it’s worrisome that their overall financial health literacy remains relatively low.
Cash Management: How to Maximize Your Interest
Only 18 months ago, managing cash was not something that anyone was really thinking about. However, the Federal Reserve’s Federal Open Market Committee (FOMC) has raised interest rates 11 times since March 2022 to combat the worst inflation the U.S. has seen in 40 years, taking short term rates from 0% to over 5%.
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