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.
Thinking Outside the Box 📦
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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 much. And it’s also given me pause to think about where we all go from here. Part of my job as a financial planner is to help folks manage the risks they carry – these events have prompted me to reflect on many things, including:
I’ll have more to say on all this in coming weeks… Upcoming Webinars to Grow Your Practice 📈But for TODAY – I want to let you know about two great and FREE webinars two of my friends are hosting. ⚠️ One is TOMORROW morning, so don’t delay! ⚠️ As always, if you have any questions about anything I’ve mentioned today — or anything else happening in your financial life — HIT REPLY and ask away! I read and respond to every email. Best, Plan Your Next 15 Blog Posts for 2025 ✍️If you want to make your blogging easier and more effective, join my friend Jessica Tappana, a group practice owner and founder of Simplified SEO Consulting for a FREE webinar on Friday, January 17, 2025, at 1:00 PM EST (10:00 AM PST). ✅ Plan a network of 15 blog posts that build authority and attract ideal clients. ✅ Simplify the blogging process using pillar-based marketing. ✅ Create content that answers questions clients have and impresses referral sources. 📲 Register today and start getting those blog posts out in the world! Grow through Strategic Church Partnerships ⛪️I love that my friend Whitney Owens put strategic and church in the same sentence – and I think that gives you a sene of her practical approach! If you’re a faith-based practice owner, join Whitney for her free webinar on growing your client base through strategic church partnerships. The free webinar is Wednesday, January 29th at 3pm EST, noon PST. She’ll guide you step-by-step on how to build referral relationships with local churches, from identifying the right contacts to developing ongoing partnerships. By the end of the webinar, you’ll have a clear roadmap for connecting with church communities, creating meaningful offerings, and bringing more clients into your practice. 👉 Register today for the free webinar on growing church partnerships! |
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 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...
Hello Reader, Hope you had a great Thanksgiving. I feel like I’m still recovering, although that’s mostly from the cold I picked up along the way. 😷 As we quickly approach the new year, I’ve been thinking about what I’ll cover in this email newsletter in 2025. AND I’ve been considering how I can make what I cover most impactful for you – wherever you find yourself in your professional journey. Just below, you’ll find links to let me know your current professional focus. That’ll allow me to...