Financial planning in Private Practice with Anna Gooch

Welcome to the Business of Psychology podcast. I'm really excited to be here with Anna Gooch. Anna is a unique individual with a fantastic background in financial planning, and also a counsellor with a lot of passion for supporting people with their mental health. This is a fantastic combination to have, and we're going to talk about Anna's personal story, where her passion comes from, but also about how we might support clients who are going through financial difficulties; we all know that many of our clients go through financial difficulties during their time with us. And then finally, about how we might look after ourselves financially, because most people listening to this will be independent psychologists or therapists, and we often don't have the most robust financial plan in place.

Full show notes and a transcript of this episode are available at The Business of Psychology

Links for Anna:

LinkedIn: Anna Gooch

Email: [email protected]

Links for Rosie:

Substack: substack.com/@drrosie

Rosie on Instagram:

@rosiegilderthorp

@thepregnancypsychologist

The highlights

• Anna tells us about her career and how she ended up being a counsellor and financial advisor 1:18
• We discuss the shame and embarrassment people feel when talking about money 10:35
• Anna talks about why her niche is working with counsellors 21:31
• Anna takes us through what she looks at with a client, including insurance and pensions 29:10
• I ask Anna what a first good step is, if you’re feeling overwhelmed 33:00
• Anna explains what a lasting power of attorney is 35:46
• I ask Anna if we should consolidate our NHS pension with other pots 38:05
• Anna explains how how working with a financial advisor works 40:21
• Anna tells us how we can get in touch with her 43:22

Evolve and Thrive Mastermind

Are you a psychologist or therapist with a thriving practice, but you're feeling stuck?

Do you dream of more predictable income or more time for your family and maybe the ability to make a wider impact in mental health?

I get it. You are passionate about helping people, but the business side can often feel really overwhelming.

You've probably tried it all; podcasts, books, maybe even some short term coaching.

But maybe you're still struggling with procrastination, indecision, or just not knowing how to create a passive income stream.

If that sounds like you, I've got something really exciting to share with you. I've been developing it for a while and I'm really excited about it.

It's called the Evolve and Thrive Mastermind, and it is designed specifically for psychologists and therapists like you that have a thriving private practice already, but are desperate to bring some passive or semi-passive income into their practice so that they can make more impact in the world and maybe have more flexibility in their life as well.

This program includes mastermind sessions with me and guest speakers, a Clarity and Values day retreat to hone in on your ideal client and the offers that you should be making to them, and the creation of a personalised business and marketing plan. So you will leave the Mastermind with everything that you need to make your plans a reality. You'll get tangible results out of this. So you're going to come away with documents, like your business plan, your marketing plan, and your sales emails, all written. Plus you'll get ongoing support and a community of like-minded professionals to keep you accountable and raise you up when you need it.

So if now is the time to stop feeling held back by uncertainty, and you are ready to really grow your impact and your income with a clear strategic plan, then the Evolve and Thrive Mastermind is the right place for you. So to learn more and take the next step, come over to psychologybusinessschool.com and look for the Evolve and Thrive Mastermind.

This could be your opportunity to transform your practice and give you more flexibility in your life.

Join the Waiting List for Our Growth Courses and Coaching here.