Hi there! I'm a financial planner for therapists! I help therapists navigate every element of their financial lives and make financial decisions with ease and confidence – both in your practice and your personal life.
Confused by your retirement plan options?! 🫤
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Hello Reader, If you’ve been meaning to figure out a retirement plan for 2024, I’ve got just the webinar for you! Join Julie Herres and me as we guide practice owners through the maze of retirement options in this webinar. 👉 Click here to register!Whether you’re in solo practice or a group practice owner, we’ll break down the available choices, contribution limits, and help you figure out the best path for your future. It’s sure to be an informative session not to be missed if you’re pondering your retirement strategy. 🤔 And if you want to really make the most of the webinar, consider learning some retirement plan fundamentals from some recent blog posts on my website:
As always, if you have any questions about anything happening in your financial life — HIT REPLY and ask away! I read and respond to every email. Best, |
David W. Frank
Hi there! I'm a financial planner for therapists! I help therapists navigate every element of their financial lives and make financial decisions with ease and confidence – both in your practice and your personal life.
Hi Reader, If you’re a practice owner (or self-employed in any way), I’m guessing this sounds familiar: “I don’t really have time for a conference.” “The money feels hard to justify.” “I’m not sure the ROI is actually there.” I have that same reaction all the time. Getting on a plane. ✈️ Staying in a hotel. 🏨 Stepping away from work that already feels endless. 😥 It almost never feels like the right time. And yet — some of the most meaningful insights I’ve had about my business never would...
Hello Reader, This time of year, one of the main things I’m doing with clients is reviewing last year’s numbers — and then making a rough estimate of income for the year ahead. And it’s a good reminder of something simple but important. When people think about financial planning, they often imagine sophisticated strategies, advanced investing knowledge, or financial “magic.” Some of that can help. But real progress starts with the basics. It starts with understanding your income. If you’re a...
Hello Reader, If you’re getting this email and thinking, “Wait… who is this person and why are they in my inbox?” — totally fair. You did actually sign up for my newsletter. It’s just been a really long time since I last sent one. (April of last year, to be exact.) Life got busy. Work got busy. I got distracted. And even though I genuinely like writing these emails, the longer I put it off, the bigger it became in my head. More expectations, more pressure… and more reasons not to hit send. At...