Through the firm he founded, Turning Point Financial Life Planning, 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.
Relationships/Family, Anxiety, Retirement, Children and Adolescents, Disability/Ability, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Transgender, Stress, Family conflict, Financial secrets
Business Owners, Service industry, Tech, Engineers and Architects, Family Businesses/Family Enterprises
Relationships/Family, Anxiety, Stress, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Teachers, Service industry, Digital nomads, Tech, Engineers and Architects, Sales, Real estate, Clergy, Family Businesses/Family Enterprises, Pre Marriage