Therapist Financial Toolkit

Includes: Income Projection Calculator, Monthly Income Tracker (Excel only), CEU Tracker

Are you ready to have everything you need to be financially confident in your private practice?!

If your answer is yes, then this toolkit is for you.

Start, grow, or scale your private practice with this toolkit.

“Several years ago Aron created some phenomenal financial tools that he graciously shared with me. They helped me IMMENSELY in starting and growing my private practice.

I've finally convinced him to share these tools with you through this online course. I want you to have the same confidence these tools gave me!

Take a look below at each tool and description.

We want you to be successful whether you are just starting out, dreaming of launching your own private practice or if you have been seeing clients for years!!

We are so happy to give you the opportunity to use these tools and we can't wait to hear how it helps your practice!”

Much Love,

- Lindsey, Co-Founder

The Tools:

  • Discover how many clients and how many sessions you need to make the income you want. Includes hidden costs that are easy to miss. Aron used this to know when he could quit his job and move to private practice full time. Recently, I used the calculator to help me know if it was profitable to bring on an intern. So helpful!
    EXCEL ONLY, GOOGLE SHEETS NOT SUPPORTED.

  • I use this every month to track how much to pay myself, how much I need to set aside for PTO and taxes, which clients owe fees and more. Every April I give this form to my accountant as it contains everything he needs. It is so brilliant! You will be so thankful you have this!

  • This is a fun bonus that helps you keep up with your required CEUs each year. It's easy and simple to use!

The Four Modules

  • MODULE 1

    Welcome & Instructions (5:03)

  • MODULE 2

    Income Projection Calculator (22:10)

  • MODULE 3

    Monthly Income Tracker (30:22)

  • MODULE 4

    BONUS: CEU Tracker (8:33)

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