Episode Details

Susanne Mariga is a Certified Public Accountant (CPA) and Certified Tax Coach specializing in business and personal tax planning. 

In the realm of private practice, Susanne brings a wealth of insight to the table, emphasizing the significance of Mindful Money Mastery. Reflecting on her own transformative journey as a profit-first professional and coach, Susanne underscores the need for business owners, particularly in service-driven fields, to redefine success individually. Passionate about service, she champions aligning thoughts, behaviors, and feelings with financial goals, asserting that building wealth can harmoniously coexist with a sense of purpose. Susanne advocates for a mindful approach, urging practitioners to visualize their desired outcomes and craft a roadmap toward financial success while staying faithful to their calling. As we navigate Susanne's narratives—from the impactful lessons learned through shoebox receipts to the intricacies of tax optimization and retirement planning—it becomes evident that her insights are about financial acumen and cultivating a resilient and purpose-driven financial mindset for long-term prosperity.

Resources Mentioned In This Episode:

• Use the promo code "GORDON" to get 2 months of Therapy Notes free
• The PsychCraft Network
• The Practice of Therapy Community
• Instagram Mental Health Templates
• Mental Health Wear (use code POT24)
• Full Focus Planner
• YouTube Series: Love & Loss
• Profit First: Target Allocation Percentages (TAPs)
• Susanne's Website
• Susanne on Instagram
• Susanne on X
• Susanne on Facebook
• Susanne on LinkedIn
• Susanne's Podcast
• Profit First For Minority Business Enterprises
• Profit First
• Profit First for Therapists