facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Financial Planning for Therapists

Get Your Free Guide

Don't let financial uncertainty hold you back from living your most authentic & abundant life.

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

But sometimes all the things you're responsible for starts to feel overwhelming.

You pull a marathon session getting all your notes up-to-date. You're basking in a well-deserved sense of accomplishment... only to be throw off-balance by that little voice. You know the one. The one that quietly yet persistently suggests you really ought to get on top of your finances and start planning for the future.

But when you do seek out financial guidance, you're bombarded with a confusing avalanche of overwhelm. And so much of that advice feels rigidly prescriptive, judgmental and full of shame-based commentary.

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

Maybe you simply feel like you need a more thoughtful approach to money. Or your student loan balances are literally keeping you awake at night. 

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

Maybe you have an established practice and are feeling the need to change things up. And you wonder if you can make that work financially.

Or perhaps you're nearing a life transition with big financial implications: getting married, buying a home, having a child or nearing retirement.

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 finances and more time doing what you're passionate about - both professionally and personally.

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!)

Haven't you spent enough time fretting over money? 

Ready to return to being fully present in your life? 

Let's get started. πŸŽ‰

An Educational Resource

Is this website designed to help sell my services? I mean... yes. It is. AND I also hope it serves as a valuable educational resource.

I've created the content here to help you better understand and define your financial challenges. And there are also many resources to help you begin addressing those challenges on your own. 

Perhaps much like you, I didn't start my business to make as much money as possible. I founded Tuning Point to make a positive change in the lives of others. 

So regardless of whether you choose to work with me or not, I hope the knowledge I share here is useful. One of my goals is to provide the mental health community the knowledge and tools to manage their money in an empowered and intentional way.

Financial Planning for Therapists: A Free Guide

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

Do you feel a bit lost when it comes to your money and finances? Do you find the information out there overwhelming and off-putting? 

Don't stress - that's where we all begin our financial journey. And most of the financial advice out there is garbage. πŸ—‘ Sorry... but it is.

My free Guide will walk you through the basics without being overwhelming. I'll explain the six key areas a financial plan for therapists must address. And we might even have a little fun doing it. 😊

Click here to access!

Click Here to Learn More about Me! 🧐