I've got a lot of free resources for you!
The free guides & resources below are organized around all the topics I help my financial planning clients with.
Each of the below links will take you to an opt-in email sign up page. Even if you've already opted in, simply complete the form again and I'll send you the great (free) resource.
Holistic Financial Planning & Mindset
- 6 Financial Planning Fundamentals for Group Practice Owners
- 7 Money Mindset Shifts to Reduce Financial Anxiety
- Finance Quick Start Guide for Therapists
- Sign up for the next free Ask Me Anything “AMA” Office hours!
Practice Finances & Budgeting
- Private Practice 101 Webinar Training: business & financial fundamentals for practitioners
- Revenue Worksheet (solo practitioners)
Spending, Saving & Budgeting
- 🧱 Under construction & coming soon!
Tax Planning & Strategy
- S-Corp Essentials Webinar Training
- S-Corp versus SSA Benefits Worksheet
- Plus: check out these tax blog posts (plus specific S-Corp blog posts)
Debt Management
- Check out these student loan blog posts!
Investing & Retirement Planning
- How much to save for retirement worksheet
- Plus: check out these investing blog posts and retirement blog posts.
Risk Management & Estate Planning
- 🧱 Under construction & coming soon!
Bookmark that Page! 🔖
For those freebies that live online (and that's most of them), I suggest you bookmark that page if you find it useful. (That way you won't have to go through all this rigamarole again.)