Free Intro Session
One hour. A practice review. Two or three concrete next steps.
The intro session is free. We learn about your context, share what we’d do, and leave you with at least one useful next step, even if we never end up working together.
We Cover
- Your practice, solo, group, or mixed
- Your numbers, tax structure, reimbursement, savings
- The questions you’ve deferred, and what to do about them
1 hour
Length
1:1
Format
Free
Cost
Prefer email?
hello@therapists.wefinancial.comOr Pick a Time Directly
Skip the form, book the next session.
Use whichever path is easier. The slot you book here is the same one we’d schedule after the form.
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Already a Client?
Pick up where we left off.
Existing clients can access the WealthReach portal for materials, document uploads, and ongoing communication.
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Common Questions
What you might be wondering before you sign up.
Is the intro session really free?
Yes. We’ll review your practice and your personal financial picture, surface a few specific issues, and tell you whether we’re a fit.
I’m a solo practitioner, is this for me?
Yes. Most of our 1:1 work is with solo and small-group practitioners.
I’m a W-2 clinician at a hospital, is this for me?
Yes. The framework adapts cleanly to W-2, 1099, or mixed structures.
Do you handle the bookkeeping or the practice CPA work?
No, but we coordinate with your CPA and bookkeeper, and translate between them and your personal financial plan.
Can you bring this to my group practice?
Yes, workshops, group sessions, and office hours during key tax and benefit windows.
What does the first quarter look like?
An intake review, a written plan, an explicit short-list of decisions, and a follow-up four to six weeks later.