Financial planning and life planning go hand in hand, which is why we wanted to break down the basics of life planning with our guest, David Frank! Lining up your life values with a financial plan can set you up for a successful future and give you peace of mind.
Today, we are joined by financial life planner David Frank! David is the owner of Turning Point Financial Life Planning located in California and works specifically with therapists in private practice. He strives to bring therapists and private practice owners a plan of action to meet their goals and help them lead more authentic lives.
Episode Highlights:
Links & Resources:
Turning Point Financial Life Planning
Big Magic by Elizabeth Gilbert
The Tim Ferriss Show - Episode #430
GreenOak Accounting
Therapy For Your Money Podcast
Financial planning and life planning go hand in hand, which is why we wanted to break down the basics of life planning with our guest, David Frank! Lining up your life values with a financial plan can set you up for a successful future and give you peace of mind.
Today, we are joined by financial life planner David Frank! David is the owner of Turning Point Financial Life Planning located in California and works specifically with therapists in private practice. He strives to bring therapists and private practice owners a plan of action to meet their goals and help them lead more authentic lives.
Episode Highlights:
Links & Resources:
Turning Point Financial Life Planning
Big Magic by Elizabeth Gilbert
The Tim Ferriss Show - Episode #430
GreenOak Accounting
Therapy For Your Money Podcast