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Fiduciary Financial Planning for Therapists

Serving Clients Nationwide



Get Your Free Quick Start Guide

Don't let money and finance hold you back.

You didn’t go to graduate school to earn an MBA. And yet as a therapist, you face financial challenges that would make the most ambitious business school student blush.  😳

I'll help you navigate every element of your financial life. From personal budgeting and understanding your practice P&L to student loan debt and making smart investments - and every financial question in between.


Let’s use your finances to lift you up rather than weigh you down.

Take a deep breath and relax. Helping therapists work with their money is what I do. 

You don't need to do any of this money stuff perfectly. No one does. Not even financial planners like me. Perfection like that just isn't something we humans do. (Although that doesn't always stop us from trying!)

Ready to feel organized, supported and confident? 

Click here to get started. πŸŽ‰


πŸ‘‰ Attending the Therapy Reimagined Conference? Click here! πŸ‘ˆ

Get Organized without the Overwhelm!

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Not quite sure where to begin when it comes to your personal and private practice finances? Frustrated that money stuff distracts you from how you truly want to spend your time?

My Quick Start Guide is here to help! It will walk you through how to get organized and align your financial resources with the professional and personal life of your dreams.

Click here to access!

πŸŽ™  As Heard On...  πŸ”Š



Click Here to Learn More about Me! 🧐