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.
🎆💰 Light Up Your Finances this 4th of July! 💰🎆
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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 personal Declaration of Independence… from money worries! It’s like a financial firework, illuminating the path to your goals and exploding away those pesky money uncertainties. 🎆 And because we’re all about celebrating freedom today, I’ve got a gift for you. A free online budget template! 💰It’s user-friendly, and most importantly, it won’t cut into your fireworks-watching time. It’s easier than lighting a sparkler, and significantly less hazardous! So, amidst the red, white and blue revelries, take a moment to declare your financial freedom by starting your personal budget journey. Click here to access your free budget template and let your financial independence skyrocket! Remember, the pursuit of happiness starts with peace of mind, and a personal budget is a step in the right direction. 🎉 Happy Fourth of July! 🇺🇸 Yours in financial freedom, PS: This is – without doubt – the corniest email I’ve ever sent. But oh well it was fun to put together. I hope you got a kick out of it. |
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.
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