Financial Therapy Templates

“We never learned about personal finance in PT School.”  Don’t let that phrase keep you from mastering your money and becoming financially successful.  If you’re tired of feeling like you’re living paycheck to paycheck and want to feel confident with your finances, you need a financial plan.  There’s nothing wrong with hiring a financial planner or paying $2,000 for a customized financial plan.  But if you’re smart enough to finish PT school (or OT, SLP, MD/DO, etc), you’re smart enough to follow these financial templates to create your own financial plan.  "DIY" Financial Plan Templates From a Certified Financial Planner™ These financial templates are designed to help you understand the key components of a financial plan and give you the templates to create your own financial plan quickly and easily.  As a Certified Financial Planner™ and Physical Therapist, I understand that PT schools do a horrible job preparing new grads for financial success.  You deserve to have a simple financia