Financial Planning in Private Practice
Maybe you have your tax planning, retirement, disability coverage, and cash flow all figured out. But if you don't, this is for you. This is to encourage you to start learning, even in baby steps. I (Kelly) used to find this stuff intimidating. So I've reached out for support, and every year, it gets better. I don't feel so fearful, and I know what's currently going on in my business while I'm reaching new personal and professional financial goals.
This podcast is all about the common missteps therapists make in private practice and what they can do to ensure a stable financial future.
Thanks to Mary Beth Storjohann, CFP, Founder of Workable Wealth, for this interview.
Mary Beth also provides support in our Bootcamp, and we appreciate her so much!
P.S. Pardon our appearance -- it was super hot!
Mentioned in this episode:
Oct 17, 2024: Writing Great Progress Notes: What Should Be In Your Chart
✨ Learn how to write effective progress notes that protect you, your clients AND meet the current requirements of insurance plans -- whether you're an in-network or out-of-network provider!
