Unlock Financial Success for Your Practice

Practical Advice for Psychologists & Mental Health Professionals

Get the latest tips and strategies for managing your finances as a psychologist or mental health professional. From tax planning to retirement savings, our blog covers it all to help grow and protect your wealth.

Mental health professional listening to a client
Tax Optimization

A 1099 Therapist’s (and all Mental Health Professionals) Guide to Quarterly Taxes (and How Much to Save)

Learn strategies on how therapists & mental health professionals can handle quarterly tax payments with tips on saving, deductions, & avoiding IRS penalties.
Christopher Marrone, CFP®
October 13, 2025
Mental health professional in a meeting with a client
Tax Optimization

What Tax Deductions Can Mental Health Professionals Take?

Learn which tax deductions therapists & mental health professionals can claim to reduce taxable income, save more money, & keep more of their hard-earned pay.
Christopher Marrone, CFP®
September 29, 2025
Man sitting on chair talking to patient
Mental Health Business

Business Accounts, Bookkeeping & Paying Yourself as a Solo Therapist (and Mental Health Professional)

Gain insights on how to manage your business accounts, bookkeeping, & paying yourself as a solo therapist or mental health professional with a few simple steps.
Christopher Marrone, CFP®
September 23, 2025
Take The First STep With Us

Book Your Free Assessment Today

From navigating private practice challenges to balancing personal and business goals, we’re here to make your wealth work for you.

Book Your Free Assessment
Psychologist talking
Free Goodies For Your Financial Well-Being

View All Our Blogs

Our blog collection covers a variety of topics to support psychologists and mental health professionals in managing their financial journey. With expert insights on tax planning, practice management, and personal finance, there's something for everyone.

Mental health professional listening to a client
Tax Optimization

A 1099 Therapist’s (and all Mental Health Professionals) Guide to Quarterly Taxes (and How Much to Save)

Learn strategies on how therapists & mental health professionals can handle quarterly tax payments with tips on saving, deductions, & avoiding IRS penalties.
Christopher Marrone, CFP®
October 13, 2025
Mental health professional in a meeting with a client
Tax Optimization

What Tax Deductions Can Mental Health Professionals Take?

Learn which tax deductions therapists & mental health professionals can claim to reduce taxable income, save more money, & keep more of their hard-earned pay.
Christopher Marrone, CFP®
September 29, 2025
Man sitting on chair talking to patient
Mental Health Business

Business Accounts, Bookkeeping & Paying Yourself as a Solo Therapist (and Mental Health Professional)

Gain insights on how to manage your business accounts, bookkeeping, & paying yourself as a solo therapist or mental health professional with a few simple steps.
Christopher Marrone, CFP®
September 23, 2025
Therapist in a session
Mental Health Business

Starting a Mental Health Business: What You Actually Need to Know

Learn how to start your mental health business with the right planning, niche, marketing & financial strategies to launch & grow your private practice.
Christopher Marrone, CFP®
September 23, 2025