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Money Management for Therapists in Private Practice

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As a therapist, you were trained to be a clinician–not a business owner. As a result, you’ve likely had a steep learning curve in running your private practice. A thorough understanding of finance may be one of the sources of stress in your entrepreneurial journey.

I totally get it. In my 12 years as a therapy business owner I’ve had to navigate all kinds of financial struggles. I’ve had to learn to read balance sheets, generate profit and loss statements, stay on top of invoicing and billing, set and stick to a budget, and manage my income to always have enough for taxes and savings. I’ve put in a lot of effort to learn financial principles that help me maintain a healthy practice at any stage.

It all paid off when a global pandemic cut my business down to 40% of our typical revenue, and we had enough in our reserve to keep us stress-free & debt-free. We had systems in place to minimize loss and always have enough for payroll and expenses, even if our profit temporarily dropped. I had peace of mind, knowing that we could pull through even the most difficult of circumstances with the right mindset and system.

I want the same peace of mind for you.

In this friendly, practical, and immediately-applicable course you will gain a fresh perspective on money. You will learn how to manage finances for your therapy business in a way that really works.

It’s all here for you.

“Tell me how you use your spare time, and how you spend your money, and I will tell you where and what you will be in ten years from now.”

— Napoleon Hill

What you will learn in this course

Scarcity vs Abundance Mindset

Take the first step toward financial health by evaluating and challenging your mindset surrounding money. This will lay the foundation for your financial success.

Understanding Financial Terminology

Gain a thorough understanding of financial terminology so you never have to give a blank stare at those financial statement ever again. You’ll know what every piece means!

Budgeting for your Business

Learn the importance of and how-to’s for managing your business budget. Gain concrete techniques and a comprehensive budgeting spreadsheet to help you gain a clear picture of your finances.

Determining Value

Learn how to determine the value of your service, the unique offer you provide, and how to set rates that will leave you feeling confident and valued.

Managing Income

This module is the climax of this course! It will teach you how to manage your income in so you always have enough for taxes, operations, savings, and your own salary as the owner. It’s incredibly simple, and will set you up for lifetime success!


We are confident that if you put in the work and apply yourself to this program, it will take your business to a whole new level. We are so confident, in fact, that we offer the following guarantee:

If you engage fully in the course and don’t feel that it offered any new insight on managing your finances, we will refund your purchase. In order to get this refund, you will need to:

  1. Complete the entire course
  2. Submit proof that you have applied all action items
  3. Request the refund within 30 days of purchase

“This class has been so valuable for my growing business. The content is applicable to any stage of business, as it focuses on where you are currently at with your business goals and finances. It gives simple applications to help you have greater control over your finances and I am so excited to move forward with the knowledge that I have to help my business flourish!

Corinne Pickett

“I have loved taking this class. I have been doing private practice for about three years now and there are things I know I have needed to do but just haven’t taken the time and the brainpower to get it done. This class pushed me past my excuses and I’m getting it done!

Heather Overly

This course couldn’t have come at a better time for me. I am recognizing that if I want different results, I need to do somethings different. And that something different is all the things we have learned in this class.”

Charlotte Stewart