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, Well, it’s been an interesting start to the year here in Los Angeles – to say the least. The wildfires that have decimated several neighborhoods here have impacted pretty much every Angeleno (yes, that’s what we’re called) in some way. We ended up evacuating last week – and while our neighborhood ended up being relatively unscathed, save the lingering air quality issues – it was nonetheless jarring. Of course the events are tragic and my heart goes out to those who have lost so...
Hello Reader, I hope you’re enjoying your holiday season! I realize it’s painfully cliche – but how is it possible that this year is almost over?! For me, the year has really flown by. Time flying isn’t necessarily a bad thing… but it has prompted me to reflect on how I’m using that time. What’s truly important to me? What activities do I want to spend more time doing? What things do I want to spend less of my limited time and energy on? I’m not huge on new year’s resolutions, but I do want...
Hi Reader, It’s a time of year many of us will be getting together with loved ones we don’t see that often. Which makes it a great time to consider whether your beneficiary designations are up-to-date! What is a beneficiary designation? 🤔 A beneficiary designation designates who should get your account assets if you pass away. That person is the beneficiary of your account. Usually you can just fill out a form online through your financial institution. By doing so, you are creating a...