While you transform people’s lives, who’s transforming you… financially?

while you transform people’s lives, who’s transforming you… financially?

Give yourself the financial self-care you deserve!

the miracle question... financially

Imagine you woke up tomorrow morning and your financial worries didn’t exist. What would be the first sign this miracle happened?  What would be different?

If that question sounds a little familiar to you, it should.  The Miracle Question changed therapy by shifting the discussion. No longer was the focus on the problems, it was on the solutions.  When you focus on what’s possible, it’s a much greater experience than focusing on what’s stopping you.

As a mental health professional, you see firsthand how financial stress can impact overall well-being. Time is precious, between managing your caseload, business, and family, often times personal finances are overlooked.  You don’t mean to neglect these important issues; they just don’t take precedence in your daily life.

Creating a solid financial foundation takes time and effort.   There are many moving parts that can make it tough to know where to start.  Think to yourself if you have felt any of these ways.

IS it for me?

You know you need to save for retirement, but there are so many options that you aren’t sure where to start.  Also, how much are you supposed to put away each month?  On top of that, you have the financial demands of your everyday life.  Your mortgage, student debt, business expenses, all of these add up, how do you know where to properly allocate your money each month.  You don’t think you should be living paycheck to paycheck, but you find yourself falling into that trap. 

After all that, you need to worry about taxes!  How do you make sure you keep the most of what you are working so hard for. If you own your own practice that worry is only amplified. If you have a family or are planning to start one someday, how can you be sure that you’re making the best financial decisions for them.  It’s a balancing act to make the right financial decisions for both your current self and your future self.

If any, or all, of these resonate with you then our program is for you. We’ve helped plenty of people who were in your very situation, at all points of their career.

introducing G.R.O.W.

Allow me to introduce our G.R.O.W. program specifically designed for Mental Health Professionals.  This program can empower you to take charge of your financial world while allowing you to focus on better serving your clients and building your business. I know this can boost your financial confidence because we’ve seen it do so with mental health professionals we currently work with.  

By working together, you focus more of your time on the crucial things in life, your family and clients.

So, what is the G.R.O.W. program?

Believe it or not, the G.R.O.W. program is similar to how you help your clients.

G: Goal Development

You don’t just tell your clients what to do when they come in. You actively listen to them and understand who they are, where they come from, what’s causing them to feel distress.  You figure out their Why?

At our first meeting, we figure out your “Why?”  We will ask similar questions, just in a more financial sense. We will actively listen to your aspirations and help you develop thorough goals. If you struggle to identify specific goals, we’ll use our insight to help you realize your ideas, goals, and possibilities. After this step, you will have a clear idea of what you are capable of financially.

R: Roadblocks

After clearly understanding and formulating your goals, we will identify potential roadblocks. Being mindful of these obstacles will help us better understand, plan and build resiliency on your financial journey.

O: Outline for Action

Whether you dream of owning a private practice or expanding it, sending your kids to college, or retiring in comfort, you will need to create an outline that spells out what you need to do. We will help you create these outlines so that it is easy for you to follow. By taking the required action, you will begin to feel confident and empowered. 

W: Walk WITH you

This is the most crucial part of the whole process.  It’s what makes the G.R.O.W. program so unique. Our collaborative approach will help you feel in control throughout your financial journey.  We’ll provide continuous check-ins to ensure you are making the progress necessary to reach your goals. Whether it be a giant life change we need to adjust for or even being a sounding board about your newest financial goal, we are here for you and will walk with you every step of the way. 

TAKE THe first step today

We understand the demands of your profession and the attention to detail required. Your relentless dedication to mental health deserves a financial strategy that matches your passion and commitment.  Let us take care of your Mental Wealth while you focus on Mental Health.

Take the first step today and schedule a time that works for you on my calendar.  After our discussion, you’re in control; you decide the next steps. There is no obligation, but I trust you’ll see the value of having a dedicated partner on your professional and financial journey. 

What would your life look like with your financial worries gone?  The truth is, the answer to that question doesn’t take a miracle, it takes well thought out planning and proper execution. 

Let’s G.R.O.W. together!

wellness tIER

wellness tIER

  • Budgeting and expense tracking:  Help you track where (& when) your money goes to help you better understand your spending habits
  • Increase Financial Literacy:  Learn the financial world in easily digestible portions.
  • Be Your Financial Sounding Board:  Frustrations, curiosities, ideas. Bring it all to us so we can talk through it with you.
  • Cash flow projections: current and/or in retirement
  • Catastrophic Illness Planning:  Prepare for the worst, hope for the best! We’ll run numbers for the “What ifs?” and see how you can protect yourself
  • Guidance on debt management and reduction:  Help define a strategy to pay down debt in an efficient manner that doesn’t cause you to go into more debt
  • E-Newsletter:  Keep up to date with our monthly newsletter.
  • Address Savings & Emergency Fund:  Help build your emergency funds to ease stress and build your savings to stay out of debt when unexpected costs arise.
  • Coordinate Legal Documents:  Help with the 4 legal documents everyone should have.
  • Goal Development:  Help determine what you truly want to accomplish. This will paint a clear picture of what we want to accomplish
  • Goal Funding Strategies:  Put you on a clear path to fund the goals that you uncover in our Goal Development stage.
  • Beneficiary Confirmation:  A commonly overlooked step. Look through all accounts to make sure your money ends up where you intend.
  • Review Account Registrations:  Along with beneficiaries, reviewing your account registrations will help to make sure your accounts are structured properly
  • Life Insurance Review:  Too much, too little, just right? We’ll see how your current Life Insurance coverage stacks up against what you want to protect
  • Identify Gaps in Coverage:  See how your current work-related policies fit into your overall goal for protection.
  • Choose Retirement Accounts and Funding Strategies:  We’ll go over what options you have available to you, which would best serve you, and how to fund them.
  • Evaluate Investment Opportunities:  There are many ways you can try to grow your money. We’ll help to sift through the options.
  • Perform Risk Assessment:  Check to make sure your risk tolerance in your overall portfolio matches the risk you should be taking.
  • Determine Your Retirement Needs:  Figure out how far the finish line is, even if it seems extremely far knowing earlier will only benefit you.
  • Plan for Education Expenses:  Identify what costs will be associated with planning for college, either for yourself or your children
  • Ongoing Strategy Meetings:  Up to 2 times per year


$1,000 Annually or $100 Monthly w/ $500 Set-up


thrive TIER

thrive TIER

  • WELLNESS PROGRAM INCLUDED
  • College Funding Planning:  How much does each University cost? How many years? Dive into the specifics of how you hope to help your children.
  • Calculation of IRA Required Minimum Distributions:  Ensure that you won’t unnecessarily owe the IRS penalties for not taking enough.
  • Develop Asset Allocation:  Construct your portfolio based on your proper risk tolerance and time horizon
  • Analyze Investment Holdings:  Whether it be in your current retirement plan, old retirement plan from old job or just a personal account you have, we’ll breakdown how it’s invested.
  • Assist in Tax Return Preparation:  Help you with ideas on how to minimize taxes but also keep prep costs down.
  • Major Purchase Analysis:  Analyze the financial pros and cons of big purchases. 
  • Reallocation Strategies:  Make sure your investments are staying true to your proper allocation
  • Tax Loss Harvesting:  Implement strategies that can help lower your tax burden each year. 
  • Social Security Claiming Strategies:  Run an optimization strategy to see when it makes the most sense to start taking Social Security.
  • Pension Assessment:  Look over options presented to you and find the best options for you. 
  • Analyzing and Recommending Alternative Investments:  Sometimes the quickest route somewhere is the road less traveled.  We’ll look at other investment opportunities for you.
  • Investment Management:  The first $200,000 of the personal investment management fee is waived.
  • Ongoing Strategy Meetings:  Up to 3 times per year


$4,500 Annually or $400 Monthly w/ $1,000 Set-up


RESILIENCE TIER

RESILIENCE TIER

  • THRIVE PROGRAM INCLUDED
  • Tax Planning:  Advise on tax-efficient business structures and strategies. Help identify deductions, credits, and strategies to minimize tax liabilities.
  • Business Tax Return Review:  Take a proactive look at your business returns to uncover tax savings opportunities that may be overlooked.
  • Multi-Generational Wealth Transfer Strategy:  Uncover tax efficient strategies to transfer your wealth to your heirs.
  • Charitable Gifting Strategies:  Create a strategy to gift your money to charities, both while you are living and after your death.
  • Distribution Strategies:  Create a tax efficient withdrawal strategy for you
  • Employee Benefits Planning: Help design and implement employee benefit programs, such as health insurance, retirement plans, etc.
  • Wealth Leveraging Strategies:  Utilizing debt in the proper way can give you a lot of flexibility as you grow your business.
  • Collaborate with Your Other Professionals:  Work in unison with your other trusted professionals (Accountant, Lawyer, etc.) to save you time and money.
  • Retirement Plan Review & Implementation:  Determine what retirement plan makes the most sense for your business/employees/ and yourself.
  • Business Succession or Exit Planning:  Develop strategies to sell your business when you retire or transition to new ventures. 
  • Investment Management:  The first $400,000 of the personal investment management fee is waived.
  • Ongoing Strategy Meetings:  Up to 4 times per year


$8,400 Annually or $800 Monthly w/ No Set-up