Coaching for adding a PFP Practice

Interested in building a Personal Financial Planning (PFP) practice but feeling overwhelmed by the process? You’re not alone—and that’s exactly why I’m creating a 12–18 month program designed to walk you through setting up your own PFP practice.

This upcoming course will break down the path to PFP in a clear, digestible format, providing you with the structure, resources, and support you need to confidently take this next step in your career. You'll receive one-on-one coaching, accountability check-ins, access to exclusive templates and materials, and even have the chance to be featured as a guest on my podcast, I’m an Asset. If you’re ready to expand your skills and better serve your clients—without the stress—this program is for you.

Take a look at the general timeline below, and be sure to fill out the inquiry form to stay informed as the course develops! ⤵️

0-3
Months

Practice, technology, and individual readiness assessment

Assess licensing needs and path

3-6
Months

Develop a customized plan to add a financial planning practice

6-12
Months

Access to peer community

9-12
Months

Achieve licensure

Consult on new practice entity structure and model

12-18
Months

Strategies to convert CPA clients to planning clients

Launch Financial Planning Practice

Interest Form

Check out ‘I’m An Asset’ podcast

Want to explore how your personal story impacts your professional growth? While you wait for the PFP course to launch, take a listen to my podcast, I’m an Asset. On the show, we explore the deeper layers of personal capital—how your background, identity, and life experiences shape your financial journey and your career. It’s a powerful companion to the work you’ll be doing in this course, and a great way to stay connected and inspired.