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.
Let’s talk religion & politics!
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Hello Reader, I’m not religious. I don’t go to church. I suppose I might consider myself spiritual – but some days I‘m not even so sure about that. 😆 If anything, life experiences have taught me to wary of religion. (A story for another time.) And yet some of the closest friends I’ve made in the last few years ARE deeply religious. I’ve found them to be some of the kindest, most accepting, supportive and thoughtful folks I know. Which is why I’m excited to be both sponsoring and speaking at the Wise Practice Summit this October 3-5th in Charlotte, NC. If you consider faith to be a part of how you run your practice, this conference might be just the opportunity for you! Your personal values are essential in defining the right business plan AND financial plan for you. And if your faith is important to you, it almost certainly should be integrated into how you build your practice, how you structure your financial plan and how you invest your money. If you register by March 1st (this Friday!!) you will save $100 off your registration. ⏰This event is hosted by my friend Whitney Owens who specializes in throwing a fun and informative summit. She has also been known to rap when opening her events, so you don’t want to miss out. (Yes, this is for serious.) To grab all the details and save your spot, click here! There are more details about the summit below my signature. 👇 (I know I didn’t get around to talking politics; that’s probably coming later this year. 😬) Best, The summit is at the Grand Bohemian Hotel, located in the heart of Charlotte's business district. The Argentinian-influenced Marriott hotel rooms and luxury amenities aren't the only thing that drew me to this hotel. The art and cultural design elements make it one of a kind. Not to mention, the restaurants in and around this hotel are electric.
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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...