Growing Practice Financial Forecasting Session

You’re One Step Away from Scaling with Strategy

$697

You’ve built something incredible — now it’s time to grow it intentionally, profitably, and sustainably.

Here’s What’s Included in Your Financial Forecasting Session:

12-Month Advanced Financial Forecast
A fully customized projection for multi-clinician practices — including staffing costs, expansions, and income scenarios.

Comprehensive Dashboard & Profit Plan
Visual breakdowns of your top revenue sources, expenses, and growth potential — built for scaling practices.

1:1 Deep-Dive Strategy Session with Marisa
We’ll analyze your data together, identify opportunities for efficiency, and create a tailored roadmap to grow without burnout.

Scenario Planning + Hiring/Expansion Analysis
Run “what if” models for hiring new clinicians, adding services, or opening another location — before spending a dime.

Written Growth Summary + Next Steps Plan
Walk away with crystal-clear direction, numbers you can trust, and action steps that move you toward your next milestone.

Exclusive Perks (for Solo Therapists Only)

✨ Tailored for multi-therapist or group practices ready to scale strategically.

✨ Forecasts built to handle payroll, contractors, and overhead complexity.

✨ Confidential, judgment-free, and packed with high-level financial strategy.

✨ Personalized support — no generic templates or one-size-fits-all spreadsheets.

3 Reasons To Book Now?

#1) Only 5 practice owners per month are accepted for this advanced forecasting session.

#2) Spots fill quickly — once the calendar is full, booking reopens next month.

#3)Every month you delay, you risk missed profit opportunities and costly blind spots.