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. 😳
As a business and financial planner who serves therapists in private practice, I’ll guide you through financial anxiety and worry toward a place where you feel organized and supported, confident you're on the right track.
Financial planning done right is about much more than simply managing investments and planning for retirement. It's about providing you the confidence that all your financial resources are cared for and organized to support your great life.
I'll help you navigate every important element of your financial life. From personal budgeting and practice bookkeeping to S-Corp's and student loan debt - 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.
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.
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?
👉 Attending the Therapy Reimagined Conference? Click here! 👈
Get Organized without the Overwhelm!
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.