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
Similar FTs
Marilyn Wechter
Marilyn Wechter
Relationships/Family, Grief, Compulsive spending, Anxiety, Depression, Children and Adolescents, LGBTQ2, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Stress, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Professional athletes, Foreign service and politicians, Family Businesses/Family Enterprises, Pre Marriage
English
Coaching, Therapy
Mental health
Wendy Wright, LMFT, CFRC, CEDS-S, CIEC
Relationships/Family, Compulsive spending, Anxiety, LGBTQ2, Wealth inequality within the family system, Stress, Financial secrets, Personal Money work for those in Financial Services/Planning/Therapy