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.
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...