Central Coast–CAMFT

Presentation: Private Practice 101

Date: Fri., April 4, 2025

Time: 9:30-10:30 am

Platform: zoom

Free! No CEs offered

Presenter: 

David Frank is a financial planner dedicated to helping therapists feel organized and confident in their financial decisions. As the founder of Turning Point Planning, he assists therapists in evaluating, organizing, and prioritizing their financial lives, both in their practice and personal affairs. Dave's mission is to reduce financial stress and enable quicker, more confident decision-making.

Summary of Points Covered:

• Understand the financial, tax, and business fundamentals of starting and building a private practice.

• Gain insights into the importance of consistent money practices and their impact on business growth.

• Learn the components and importance of a profit and loss statement for financial management.

• Understand the process of establishing pricing for private practices, including the relevance of personal budgeting.

• Recognize the value of celebrating failures as learning opportunities in the journey of business ownership.

Website: https://turningpointhq.com/