Episode 305 - Financial Planning for Your Private Practice

Listen now to our latest episode...

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startup nation, meet:Dave Frank

David Frank is a financial planner for therapists.

He helps 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 his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chodron's books as reading up on the latest financial planning techniques.

show notes

As a private practice owner, it's so essential to have your personal and professional finances in order.

We had the pleasure of having Dave Frank - Financial Planner - on this episode talking about: "Financial Planning for Your Private Practice."

Dave specializes in working with therapists in private practice specifically and shares a lot of tips for how to have a healthy financial business and personal life. Listen up and enjoy!

1. Know your personal financial requirements (your personal "budget")

2. Understand your P&L

3. Plan for taxes: 25% - 30%

4. Have a consistent money practice

Resources & giveaways

• Free Private Practice 101 Webinar: build a profitable & sustainable business

• A-Z Cheatsheet: The Essentials for Starting a Private Practice

• FREE Marketing Playbook - Your Dream Private Practice

• FREE Attorney Approved Private Practice HIPAA Form

• Our Top Private Practice Resources That We Use & Love

• Our Quick Reference Podcast Guide

Guest's contact information

• Turning Point Planning

• Facebook

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Meet your co-hosts:

Kate & Katie

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our awesome sponsors:

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