Wait! Don't Go!
Maybe what I offer isn't quite the right fit for you right now.
And that's ok! I still have some great resources for you. Read on for more information...
You're a therapist.
No matter how or where you work as a therapist, I have great resources to help support your financial journey.
- Looking for the business & finance fundamentals of private practice? Click here for immediate access to my Private Practice 101 Webinar!
- Looking to get your financial house in order? Click here to get two free guides to get on the right track!
- A few burning questions on your mind? Sign up for my Ask Me Anything Office Hours.
And... I have a pretty exciting vision of how to expand the accessibility of financial planning to therapists in a group coaching slash coursework model. No, unfortunately that doesn't exist yet — but I think about it a lot. Consider signing up for my email newsletter — you'll get a TON of educational content and you'll be first to know when that group model comes into existence!
You're not a therapist.
Working together still might be a good fit! Yes, the vast majority of my clients are therapists, but not every single one.
Other Advisor Options
The ongoing financial planning services I offer aren't right for everyone.
If you're confident a short-term or hourly engagement better fits your needs, I'd encourage you to check out advisors who are members of the XY Planning Network or the directory at the Fee Only Network.
If you're simply looking for investment management services, I would consider Vanguard Digital Advisor or if you're looking for a higher-touch solution, Vanguard Personal Advisor Services. Another good automated investing solution to consider is Betterment. In my experience, all of these offer solid investment solutions at reasonable prices.
No Cost Office Hours (Ask me anything!)
I also hold no cost "office hours" for therapists. I hold these group calls about every other month. They're designed to provide therapists the opportunity to get the perspective of a fiduciary, fee-only financial planner.