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.
That's how you make financial work FUN & EASY! 🍳
|
Hello Reader, I once heard that every human being is neglecting some essential element of their life at any given point in time. One important thing I’ve been neglecting is sharing financial tips with you through this newsletter! 😧 So… my October Resolution (is that a thing?) is to be more consistent in sharing helpful information with you! To kick it off, I want to let you know about a live webinar I’ll be holding with my friend Julie Herres of GreenOak Accounting in a few weeks! 🔗 Click here to register for the “Budgeting for Your Practice and Life” Webinar on October 25th.(If you can’t make it live, we’ll share the recording with everyone who registers.) I know what you’re thinking… “BUDGETING?! OMG, that’s my favorite thing ever, I can’t wait!!!” Yeah, I know… Budgeting isn’t all that fun. 😕 AND it’s important. 🙈 So how do you make something so essential (but… boring, intimidating, etc.) more pleasant? We involve other people! We build a community around us to help inspire us and hold one another accountable. (Honestly, that’s why I enjoy doing webinars with Julie rather than by myself!) So what are you waiting for? 👉 Sign up for the webinar today!! Julie and I will (together) make budgeting easy, accessible, and (dare I say it?) FUN! Best, TL;DR: Join Julie Herres and me for a FREE webinar on all things budgeting on October 25th! 🗓️ |
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...