Counsel Your Financial Plan for Success

Therapist-specific financial planning services

You've dedicated years to your practice as a therapist, offering compassion and expertise in every client session. Your profession demands meticulous attention, empathy, and an unwavering commitment to improving mental health and overall wellness. Just as you tailor therapeutic interventions to suit individual needs, managing your finances requires a personalized approach, especially considering unique challenges counselors often encounter.

As a trusted partner in your professional journey, we recognize the specific financial hurdles psychologists may face. From navigating fluctuating income due to variable caseloads or insurance reimbursement rates to managing student loan debt from extensive education, we understand the complexities of your financial landscape. Our team is here to collaborate with you, leveraging our expertise to address these challenges while aligning with your career objectives and personal goals.

Contemplating retirement planning amidst the absence of traditional pension plans? Considering private practice ownership or transitioning to a different specialty? Let's delve into your aspirations together and craft a financial strategy tailored to your vision for the future.

Don't navigate financial decisions alone, especially when juggling the demands of a fulfilling yet financially nuanced career. Schedule a consultation with one of our financial advisors today and take the first step toward strengthening your financial security and achieving peace of mind in your therapy practice.



“Sam is a very knowledgeable and collaborative financial advisor. She’s been so helpful in providing clear direction and accountability for my financial health!“


“Sam has helped me with a basic understanding of what will be needed to understand my financial standing and how all aspects of finances are integrated. I have already recommended SLP Wealth to my parents.“


Testimonials are from real customers who may have been compensated for reviews.