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.
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...