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.
😟 Is everything going to be ok?
|
Hello Reader, I’ve been hearing the same questions from almost everyone I talk to lately:
The start of the Trump Administration has been unprecedented in many ways, creating considerable uncertainty about what lies ahead. Many people are wondering how to adjust their plans in response. During uncertain times like these, I find it helpful to focus on what we can actually control. And while none of us can predict the future (ever), there are two key things within our control: our attention and our actions. While I share the concerns many have expressed, I don’t currently see any need for any drastic changes. The biggest danger to your financial plan might just the the paralysis that uncertainty sometimes brings. As we wait for the future to reveal itself, the fundamentals of sound financial planning remain unchanged. One crucial area that always requires attention is retirement planning. That’s why I’m excited to announce that my friend Julie Herres and I are hosting a Free Retirement Plans 101 Webinar this Friday! 🖥️ We’ll discuss retirement planning strategies within the context of today’s political and economic environment. 👉 Register now for Friday’s Free Retirement Plans 101 Webinar! Please don’t hesitate to reach out with any questions! Best, PS: Can’t make it? No problem - we’ll share a recording! Register now to ensure you receive it. 🔴 PPS: Have specific retirement planning questions you’d like us to address? Just reply to this email to let me know! |
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...