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.
Let’s talk religion & politics!
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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. 😬) Best, 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.
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Hi there! I'm a financial planner for therapists!
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.
Hello Reader, I hope this email finds you in the midst of preparing a legendary BBQ, or perhaps strategically placing your lawn chair for the best view of tonight’s fireworks. 🎇 Before your eyes glaze over at the mention of the word “budget”, hear me out. I promise not to drone on with the usual “save more, spend less” mantra. Instead, I’ll share a little secret with you. A budget is not a restriction on your spending, it’s a liberation from financial stress. Think of your budget as your own...
Hello Reader, We’re entering the summer season, which of course means a tax payment will soon be due! 🫤 Your second Estimated Tax Payment is due on June 17th. (Typically June 15th, but that’s a Saturday this year… so you get a few extra days.) Whether you receive part of your Private Practice earnings through a paycheck or not, you typically will need to make Estimated Tax Payments over the course of the year. These Estimated Tax Payments, when combined with any payroll tax withholding, help...
Hello Reader, I’ve been excitedly working on a rent versus buy calculator in my spare time. (I’m a numbers dork, yes this is the type of thing that I get excited about!) 🤓 But the other week I tossed my draft calculator in the garbage bin. 🗑️ Why, you ask? Because the New York Times just came out with a truly EXCELLENT rent versus buy calculator. It was fancier and more slick than anything I could put together and honestly… they’ve thought of everything. As soon as I saw it, I knew I needed...