Skip to content

Blog

Notes from the field.

Plain-language writing on structured financial planning, built for therapists and mental-health professionals. We draft deliberately, each post is meant to be useful on its own, and to compound with the others.

Up Next

Pieces in progress.

We’re drafting deliberately. Each post is meant to be useful on its own and to compound with the others, the same way the program does.

  • PracticeComing soon

    S-corp or sole prop? A clinician’s decision tree

    When the S-corp election helps a clinical practice, when it hurts, and the numbers that actually move the needle.

  • RetirementComing soon

    Solo 401(k) vs. SEP IRA for therapists

    Why most therapists default to a SEP, and where a Solo 401(k) tends to win on contribution room and design.

  • TaxComing soon

    The hidden tax cost of insurance reimbursement timing

    When dollars come in matters. A practical look at how reimbursement timing reshapes a clinician’s tax picture.

Get a Heads-Up

Want a note when the first piece lands?

Drop your context on the intro call and we’ll loop you in when posts start publishing.