mONEY BloCKS

• Uncover blocks getting in the way of your success

• Gain deeper understanding around your money habits, history and story

• Identify negative beliefs that hinder your ability to thrive.

business formation

• Learn about the different business entities and identify which entity may be a good fit for you

• Discuss S-corp vs Sole Prop

• Identifying what you need to start a business

• Get a clear financial plan of action for starting your private practice

taxes

• Gain valuable knowledge about how your bookkeeping, personal taxes, and business taxes work together

• Address any concerns or fears around tax audits

• Getting support on credits or deductions you may be missing.

goal-setting

• Set clear long term and short term goals

• Create a plan that identifies which goals to focus on first

• Get creative around how you can meet those goals

bookkeeping

• Decide if you want to manage your own books or hire out

• Determine a bookkeeping efficient process that works for you

• Establish clear bookkeeping habits to support your financial success.

leadership

• Explore what kind of leader you are and want to be

• Identify skills you need to develop to be a great leader

• Determine important leadership habits and mindset to be a successful leader

• Explore your comfort zone and areas for future growth

budgeting

• Get clear on your numbers!

• Identify current income, expenses and financial patterns

• Discuss shifts to increase income or decrease expenses to meet your goals.

Leadership

• Identify your leadership strengths and areas for improvement

• Develop a leader’s mindset and habits to support you and your team

• Gain confidence in your abilities to lead and take risks

systems & tracking

• Create more effective and efficient systems customized to your money habits

• Identify what you want to track and why

• Identify important tools to support your tracking process

  Fees

• Assess whether your fees are in alignment with your goals and your values

• Determine whether you will offer a sliding scale

• Revisit your late cancellation and no-show policies

• Get support around having fee conversations with new and existing clients

  group practice

• Determine if starting a group practice is right for you

• Identify your why and get clear on your goals

• Set clear actionable steps

  Identify necessary start up costs and systems you need to have in place

start-up

• Get clear on basic business practices you need to have in place to legally run and operate a business

• Get support on policies and procedures

• Identify systems for success