Financial Planning for Therapists

We are a wealth advisor for people in the Morristown, New Jersey area and beyond. Many of our clients are mental health professionals, therapists in private practice, and mental health group practice owners. We provide financial planning for therapists.

We have specialized knowledge of:

  • Financial planning for therapists
  • Financial tips for group practice owners
  • Retiring from and closing your private therapy practice
  • Setting up a retirement plan for your group practice

We are the creators of the “Money on the Couch” Session.

Having anxiety about money isn’t something that most therapists are consciously aware of.

In this series of three “on the couch” one-on-one meetings with Judd Carlton, you will:

  • Explore your inner feelings and thoughts about your wealth, and gain clarity about how they may be influencing your behavior
  • Learn financial techniques for better managing the financial stresses that may be materializing in your life, relationships, and your career as a therapist
  • Create a self-aware financial plan to help you maintain better habits and make smart money decisions in the future

Just like you would never watch a few episodes of Oprah or Dr. Phil and consider your worries handled, going by what others say about how to handle your finances is neglecting your true needs. These sessions are designed to bring wholeness to your financial life through the guidance of a licensed professional who is well versed in the workings and challenges of mental health professionals. We will listen to you without judgement and be a reflective partner.

To book your Money on the Couch session or learn more about financial planning for therapists, contact us.

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Psyched Up About Money Blog

How to expand your therapy practice to another state! Interview with Margarita Khosh

Welcome back to the Psyched Up About Money blog. In this interview with Margarita Khosh of MK Medical Solutions, we discuss the important points about how to expand your therapy practice to another state and understand the licensing requirements involved with that.

Financial tips for therapists starting a private practice! Interview with Gordon Brewer

In this blog, we’re going to talk about financial tips for therapists starting a private practice. We are thrilled to welcome our guest Gordon Brewer, a therapist, private practice consultant, and the host of the Practice of Therapy podcast.

How does a therapist decide on a fee structure? Interview with Miranda Palmer

How does a therapist decide on a fee structure? In this episode, I am honored to have Miranda Palmer, LMFT with me. She helps therapists get great clinical outcomes and build happy, full practices. The subject of today’s talk is getting clear about the finances and what fees you are charging.

Need advice about how to grow your business? Ask a psychotherapist!

Need advice about how to grow your business? Ask a psychotherapist! There are all sorts of advice-givers on the subject of how to run a business. Businesses consist of people who, at the core, have complex emotions that need to be managed; in a way, running a business is a little bit like being a psychotherapist at times.