Upcoming Webinars!

Financial Independence Retire Early (FIRE) Shortcut your path to FIRE

Wednesday April 12th, at 6pm ET

Presented by: Brandon Clark, CPA

Discover the rules you need to break to find financial freedom and fulfillment

You’ll discover:

Unconscious rules you’ve created around your finances and which ones are no longer serving you.
Exercises that cultivate financial and mindset flexibility and shortcut your path to Financial Independence (FI).
Practical financial planning tactics you can employ to enhance your FI plan and expand beyond the 4% rule and FI number.
Ways to bring more freedom into your life right now no matter what stage of FIRE you’re in.

Check out some of Our Favorite Recent Webinars:

Forecast 2023

Listen in on our annual webinar where we discuss what happened in the market and economy in 2022, and what we are looking at for the year ahead.

How to Survive Divorce Financially

Divorce can have a profound impact on the finances of everyone involved, an it can be hard to think about money when emotions are high. Financial Advisor Guli Fager, and Family Law Attorney Joanna Foard will answer questions about divorce from both a financial and legal perspective. If you or someone you know is considering divorce or is living through related support and custody matters, this is a free webinar that will help answer your questions.

Financial Self Care For Mental Health Professionals Part 1- Start Right

Thinking about dipping your toe into private practice? View the video of our 2022 webinar for our best advice on Financial Self-Care for mental health pros. A midwife and a sex educator might seem like strange folks to wind up working in personal finance but Fran and Guli bring our experience in fostering relationships, trust, and being client centered so you feel cared for as you work to care for others. We love to help you “birth” your private practice into a thriving, healthy business.

Financial Self Care For Mental Health Professionals Part 2- How to Grow With Your Business!

Financial Self Care for Mental Health Professionals- How to Grow With Your Business! – Part Two looks at how to best manage your growing business, compare options for paying yourself, and describe how to provide great benefits – from disability insurance to retirement plans – whether you’re a solo practitioner or a stewarding a team.