Join Us LIVE: Thursday, May 29, 2025 at 12:00 PM PT | 3:00 PM ET
Replay available for all registrants
Whether you're building your foundation or expanding what you've already started, your practice deserves more than hustle, guesswork, or piecing things together on your own. You’re committed. You’re capable. You’ve done the clinical training.
Now it’s time to step into your role as a business owner, with the strategy, structure, and mindset to support your growth.From Fear to Financial Freedom is a 90-minute workshop designed to help you reconnect with your vision, clarify what your business needs to thrive, and make confident decisions that support the life and impact you’re working toward.
A clear, confident understanding of your role as the CEO of your practice
Guidance on legal structure options (Sole Prop, LLC, S Corp) and what’s right for you
Clarity around your mission, vision, specialization, niche, and ideal client
A simple, compliant approach to paying yourself and planning for taxes
A strategic business foundation that reflects your values and supports your life
Reframed beliefs about money, leadership, and your worth as a business owner
👉 Shifting from Therapist to Business Owner
Learn what it really means to lead your business without losing the heart of your work.
👉 Building a Strong Business Foundation
Clarify your mission, vision, and niche so your practice feels focused, aligned, and marketable.
👉 Rewriting Your Money Narrative
Identify and reframe the beliefs keeping you stuck in overgiving or undercharging.
👉 Financial & Legal Structure Essentials
Learn how to choose the right structure (Sole Prop, LLC, S Corp), pay yourself confidently, and plan ahead without fear or guesswork.
✅ You’re in private practice but feel unsure how to structure your business
✅ You want clarity about what you do, who you help, and how to talk about it
✅ You’ve struggled to pay yourself consistently or plan for taxes
✅ You’re tired of piecing things together and want one clear, strategic roadmap
✅ You’re ready to lead your business with more confidence, structure, and ease
Therapist · Business Coach ·
Author of The Prosperous Private Practice
Nancy has over 25 years of experience in mental health and has successfully run her own private practice for the past 13 years. She helps therapists move from self-doubt and guesswork into confident, strategic business ownership, with a private practice that supports their life, not just their clients.
CFO · Tax Strategist · Founder of Heartfelt CFO
Margo has helped hundreds of therapists and service providers simplify their business structure, reduce tax stress, and finally feel in control of their finances. She brings warmth, clarity, and strategy to the parts of business most therapists try to avoid.
No problem at all. Everyone who registers will receive access to the full replay after the workshop, allowing you to watch it at your convenience.
Both. Whether you're just launching your practice or looking to grow with more structure and confidence, this workshop will give you the clarity and strategy to take the next step.
The workshop is 90 minutes, including time for a live Q&A at the end where you can ask questions and get direct support.
The registration fee is $27. We’ve priced it accessibly so more therapists can get the clarity and support they deserve, without the overwhelm of trying to figure it all out alone.
Not at all. This workshop is designed to be clear, practical, and therapist-friendly, even if business isn’t your favorite topic.
Step into the role of confident business owner and build a private practice that truly supports your life.
Join the live From Fear to Financial Freedom Workshop
A 90-minute business and financial strategy training for therapists
📅 LIVE Thursday, May 29, 2025 at 12:00 PM PT | 3:00 PM ET
🎥 Replay included for all registrants