Overcoming Overwhelm

Mastering Finances & Practice Management for Physiotherapists

Alberta Association of Physiotherapy

We exit academia and enter the workforce ready to establish ourselves as rehab professionals. We have the entry-level knowledge and the soft skills to land us our first job. We get our first paycheck and decide to treat ourselves to a fancy meal, a nice outfit, and a memorable night out. Then we realize we have student and car loans to pay, rent to come up with, a house to save for, and taxes to account for, and we feel the social pressure to invest but have no clue where to start. This was my story, and I’ve devised a plan for how to live the life I want without exclusively trading my time for money

Date: Monday, Sept 29, 2025

Time: 7pm MST

Audience: Physiotherapists of all ages and experience levels. A Member Exclusive Event

Duration: ~60 to 75mins (including Q & A)

Location: Virtually through Google Meet (link provided after registration)

Topics Include

Navigating Student Debt & Building Your Financial Foundation

  • Practical strategies for managing student loans and debt

  • Creating a realistic budget for early career physiotherapists.

  • Understanding income types and their impact on finances.

Jane: Streamlining Your Practice, Maximizing Your Income

  • How Jane proficiency enhances employability.

  • Efficient charting, scheduling, and billing within Jane.

  • Using Jane data to optimize practice finances.

Investing for Your Future: Building Long-Term Wealth

  • Introduction to investing: RRSPs, TFSAs, and other vehicles.

  • Developing a long-term financial plan tailored to physiotherapists.

  • Strategies for building passive income streams.

Balancing Practice & Personal Finances to Avoid Burnout

  • Integrating Jane data with personal financial management.

  • Maintaining a healthy work-life balance for a sustainable career

Frequently Asked Questions

  • While I don't have a traditional degree in finance, my expertise comes from a passion for financial literacy cultivated over my 13-year career as a physical therapist. I learned through self-education, countless hours of research from books and podcasts, and real-world experience—including a few costly mistakes. This journey has given me a deep, practical understanding of the financial hurdles that healthcare professionals face.

    To formalize that knowledge and better serve my community, I am now a Certified Financial Counselor (CFC). This certification combines my lived experience with a rigorous, evidence-based framework for financial education. My goal is to use this unique blend of professional insight and certified expertise to help you avoid the same pitfalls I encountered and empower you to take control of your financial future.

  • Budget for around 60-75mins. There will be a presentation followed by an opportunity to ask me questions!

  • First, this is not a get-rich-quick scheme, nor is the information designed to get ‘filthy rich. There is so much more to life than money. I have designed this course first and foremost to disseminate information that the most wealthy in society already know but the poor and middle class don’t. Secondly, to present the opportunities of what can be achieved by allied health professionals so that they can take control of their lives and achieve their own sense of fulfillment.

  • No, unfortunately not, for a few reasons. I have found those people who make learning a priority will get the most out of the material. Furthermore, live engagement allows for a more enriching conversation. Lastly, a few of my slides will come directly from my paid courses and e-guides, so out of respect for my paying customers, I will not provide a recording.

  • I get it, life happens and sometimes interrupts our best intentions. If you cannot attend, you can find past recordings (however not exactly the same as this seminar) on EMBODIA. There will be both free and paid content for your consumption.

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