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Fiduciary Financial Planning for Therapists

Grow Your Impact & Build a Life You Love  |  Serving Clients Nationwide


Get Your Free Quick Start Guide


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

Don't let financial uncertainty hold you back from growing your impact & building a life you love.


You're super busy helping your clients. You're beyond passionate about the work you do.

You want to grow your impact and your voice - and are tired of the money stuff slowing you down.

You know thoughtful financial advice could help, but every time you do some research, you're bombarded with a confusing avalanche of overwhelm.

So much of the advice out there feels rigidly prescriptive and judgmental. And none of it seems to take into account the complexities of running your private practice.

There's a better way to do this finance & money stuff.


Worried your student loan balances will get in the way of what you want to accomplish?

Are you new to private practice and want to make sure you're managing everything the right way?

Do you want to grow your impact (and income) outside of the therapy room? Are you considering stepping away from traditional therapy?

Are you nearing a life transition with big financial implications: getting married, buying a home, or having children?


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. 

Together, we'll develop a thoughtful plan not just for your money but for your LIFE. You'll spend less time worrying about money stuff and more time doing what you're passionate about - both professionally and personally.

I'll help you with all the financial details of life that any good financial planner will. And I'll also help you manage the non-clinical aspects of your practice, including pricing, bookkeeping, tax planning, business entity considerations and even your professional will.

And don't worry. 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!)

Tired of your finances holding you back? 

Click here to get started. πŸŽ‰

Get Organized without the Overwhelm!

Private practice revenue worksheet Los Angeles, CA turning point Financial Life Planning

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!

Click Here to Learn More about Me! 🧐