Episode #708: Better Money Systems. feat. Randall Avery, CFP, CFA
Randall Avery, CFP, CFA, joins me to share practical, grounded strategies for navigating the financial side of private practice. We dig into how therapists can choose fees that feel aligned, keep their business finances cleanly organized, and build the kind of financial cushion that supports both personal stability and long-term practice growth. Randall also breaks down actionable steps like identifying your ideal client population, automating retirement savings, and making thoughtful decisions about professional development so it strengthens—rather than stresses—your practice. The conversation centers on creating a financially secure, sustainable, and values-driven private practice.
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About Randall Avery, CFP, CFA:
Randall Avery, CFP®, CFA is a trusted, Fee-Only, CERTIFIED FINANCIAL PLANNER®, with over 15 years of experience helping people with money. I understand the unique needs of pre-retirees, self-employed individuals, and practice owners like you.
I specialize in helping clients:
- Plan for retirement that perfectly fits their lifestyle
Strategically invest to minimize your tax burdens to provide more retirement income
Elevate your personal wealth while maintaining the growth of your business
Ensure a smooth transition as you move to the next phase of your life
I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams. You’re not just getting a financial expert; you’re getting a compassionate partner who genuinely cares about your success. Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity.
Beyond his role as a financial advisor, Randall is also a public speaker. He shares his wisdom on building wealth, managing money within a romantic relationship, and strategies for growing your wealth while operating your practice.
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