Financial Planning For Solo Therapist

First NamePlease enter your First NamePlease enter a valid First Name

Last NamePlease enter your Last NamePlease enter a valid Last Name

Email addressPlease enter your Email addressPlease enter a valid Email address

Country Code

Cell Phone NumberPlease enter your Cell Phone NumberPlease enter a valid Cell Phone Number

Credit Card

Please enter your Credit CardPlease enter a valid Credit Card

Bookkeeping Snapshot Overview

Get a clear, no-fluff look at your business finances — fast. Our Bookkeeping Snapshot reviews your current books, highlights what’s working, and uncovers what’s not. You’ll receive a summary of your income, expenses, and key financial insights so you can finally see the full picture before making your next money move. Perfect for: business owners who want clarity before cleanup, strategy, or scaling.

Yes, add Add On: Bookkeeping snapshot review for $100 -

If you are human, leave this blank.

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

12-Month Custom Financial Forecast
See your income, expenses, and profits month by month — no more guessing.

Visual Dashboard + Summary Report
Understand your numbers at a glance with clean, easy-to-read visuals and key takeaways.

1:1 Strategy Session with Marisa
We’ll meet one-on-one to review your forecast, identify blind spots, and build a plan that works for you.

Action Plan for Growth
Walk away knowing exactly where your money’s going — and how to keep more of it.

Exclusive Perks (for Solo Therapists Only)

✨ Therapist-specific templates and forecasting models (no generic “business fluff”).

✨ Simple explanations — I break down the numbers in plain English.

✨ Confidential, judgment-free support — because money talk can feel vulnerable.

3 Reasons To Book Now?

#1) I only take 10 solo therapists per month for this service to ensure personalized attention.

#2) Once those spots are filled, booking closes until the next month.

#3)Don’t wait — financial clarity now means smarter decisions all year long.

$297

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

Exclusive Perks (for Solo Therapists Only)

3 Reasons To Book Now?