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Issues and needs

Occupational specialties

Business Owners, Therapists

About

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.

Professional Specialty Areas

Issues and needs

Occupational specialties

Business Owners, Therapists

Languages

English

Religious/Spiritual

Disability/Ability

Sexuality

Racial Identities

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual

Country

Service Area

Type of Service

Coaching, Financial Planning, Investment Management

Practitioner Gender

Male

Fee Structure

Flat fee, Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Mental Health Designations

Financial Designations

Education

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