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.
That's how you make financial work FUN & EASY! 🍳
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Hello Reader, I once heard that every human being is neglecting some essential element of their life at any given point in time. One important thing I’ve been neglecting is sharing financial tips with you through this newsletter! 😧 So… my October Resolution (is that a thing?) is to be more consistent in sharing helpful information with you! To kick it off, I want to let you know about a live webinar I’ll be holding with my friend Julie Herres of GreenOak Accounting in a few weeks! 🔗 Click here to register for the “Budgeting for Your Practice and Life” Webinar on October 25th.(If you can’t make it live, we’ll share the recording with everyone who registers.) I know what you’re thinking… “BUDGETING?! OMG, that’s my favorite thing ever, I can’t wait!!!” Yeah, I know… Budgeting isn’t all that fun. 😕 AND it’s important. 🙈 So how do you make something so essential (but… boring, intimidating, etc.) more pleasant? We involve other people! We build a community around us to help inspire us and hold one another accountable. (Honestly, that’s why I enjoy doing webinars with Julie rather than by myself!) So what are you waiting for? 👉 Sign up for the webinar today!! Julie and I will (together) make budgeting easy, accessible, and (dare I say it?) FUN! Best, TL;DR: Join Julie Herres and me for a FREE webinar on all things budgeting on October 25th! 🗓️ |
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.
Hello Reader, I like to think I pay pretty close attention to things like inflation. But it floored me recently when I found out inflation over the last six years has been 28%. I’ll repeat that for everyone in the back. 28%. Yup, that’s correct. Not a typo. You can check it out for yourself here. That’s kind of nuts. We tend to think of inflation as background noise — a little high one year, a little low the next, mostly irrelevant to the actual decisions we’re making. But 28% over six years...
Hello Reader, Two things I genuinely enjoy in my free time (which may say something about me): reading Buddhist books… and listening to investing podcasts. Recently, those two worlds collided in a way that really stuck with me. I’ve been re-reading The Wisdom of No Escape by Pema Chödrön. One of the core ideas she explores is that we often try to escape discomfort — and that doing so isn’t all that wise. It isn’t that the things we use to distract ourselves are inherently bad. It’s that they...
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...