Hi there! I'm a financial planner for therapists!

Let’s talk religion & politics!

Published 4 months ago • 1 min read

Hello Reader,

I’m not religious.

I don’t go to church.

I suppose I might consider myself spiritual – but some days I‘m not even so sure about that. 😆

If anything, life experiences have taught me to wary of religion. (A story for another time.)

And yet some of the closest friends I’ve made in the last few years ARE deeply religious.

I’ve found them to be some of the kindest, most accepting, supportive and thoughtful folks I know.

Which is why I’m excited to be both sponsoring and speaking at the Wise Practice Summit this October 3-5th in Charlotte, NC.

If you consider faith to be a part of how you run your practice, this conference might be just the opportunity for you!

Your personal values are essential in defining the right business plan AND financial plan for you. And if your faith is important to you, it almost certainly should be integrated into how you build your practice, how you structure your financial plan and how you invest your money.

If you register by March 1st (this Friday!!) you will save $100 off your registration. ⏰

This event is hosted by my friend Whitney Owens who specializes in throwing a fun and informative summit.

She has also been known to rap when opening her events, so you don’t want to miss out. (Yes, this is for serious.)

To grab all the details and save your spot, click here!

There are more details about the summit below my signature. 👇

(I know I didn’t get around to talking politics; that’s probably coming later this year. 😬)


The summit is at the Grand Bohemian Hotel, located in the heart of Charlotte's business district. The Argentinian-influenced Marriott hotel rooms and luxury amenities aren't the only thing that drew me to this hotel. The art and cultural design elements make it one of a kind. Not to mention, the restaurants in and around this hotel are electric.

  • 2.5 days of connection and content for faith-based practice owners
  • Reception on Friday night with delicious hors d'oeuvres and drinks
  • Lunch each day of the event
  • Special promotions from sponsors:
    • TherapyFlow, Arc Integrated, Simplified SEO Consulting, SoulCare, Private Practice Elevation, PsychCraft, and Turning Point Financial
  • Incredible Speakers:
    • Neal Samudre and Carly Samudre
    • Julie Herres
    • Diana S. Rice
    • Dr. Kate Campbell & Katie Lemieux
    • Juan Santos
    • Jane Carter
    • David Frank
    • Michael Diettrich-Chastain
    • Dr. David Hall
    • Dawn Gabriel
    • Daniel Fava & Liz Fava
    • Gordon Brewer
    • Jeremy Sharp
    • Marcken Volmy
    • Whitney Owens
    • David Sturgess
    • Amy Dover

Hi there! I'm a financial planner for therapists!

David W. Frank

I help therapists navigate every element of their financial lives: from understanding your practice P&L and building a personal budget to managing student loan debt and investing for retirement... and everything in between. But don't let my love of the tax code and spreadsheets scare you off! You're just as likely to find me with my nose buried in one of Pema Chodron's books as reading up on the latest financial planning techniques.

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