Badass Therapists Building Practices That Thrive

16. Money Management for Counselors: My Interview With David Frank


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How do you craft a no-nonsense money plan as a therapist? The best starting point is to change your money narrative from fear to 'I got this!'

Many counselors start out with the exact opposite approach. They overemphasize how hard money is to get and hang on to, and research too little about how to put great financial systems in place to build a comfortable and happy life.

My guest today, David Frank, is the founder of Turning Point Financial Life Planning. He helps mental health professionals learn how to manage their money without losing their mind in the process! Having created a speciality working with therapists, David knows about why some counselors successfully manage their money and build a great life (and yes that includes retirement), and why some don't .

So how do you manage your practice revenue and personal income, even if you have zero experience? What is your number one task when you manage your money? What are  money management skills he recommends?

We learn about all of that from David today. Join us for this epic conversation to get the tools and strategies that can save you from learning about managing money the hard way. Trust me—you don't want to miss this one. Enjoy!

Today's Guest

David Frank
David Frank is a Financial Planner and creator of Turning Point Financial Life Planning. He uses the tools of comprehensive financial planning in a way specifically attuned to the unique needs of therapists. 

Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

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Badass Therapists Building Practices That ThriveBy Dr. Kate Walker Ph.D., LPC/LMFT Supervisor

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