Are you ready to move from just getting by financially in your private practice to truly thriving?
You’ve worked hard to complete your education, honed your clinical skills, and even started your own private practice! You’re an achiever, and you’re proud of how far you’ve come.
But when it comes to money, it’s a whole different story. Managing money is stressful and overwhelming. Every time you try to look, your numbers seem all tied up in knots.
It just feels like a giant, tangled mess.
And if you’re being honest, you’re not really looking at the numbers. The idea of sitting down to figure out your finances feels overwhelming, so you just avoid it. You tell youself you’ll deal with it later, but later never seems to come.
It’s easier to just ignore money, stick your head in the sand, and hope that it all just works out at the end of each month.
I want you to know it’s not your fault that you don’t know how to manage private practice finances
…and yet, your confusion and lack of knowledge are holding you back from growing your business and your financial life.
You end up treading water, unable to make strategic financial decisions in your practice and at home. You find yourself thinking:
or
It’s so common to just try to work more and more, and feel like you can’t give up a single client session (even when you need to for your own health or sanity!)
And even if you do earn that money, you don’t end up feeling better.
You dance with burnout, and the money just disappears. Or it sits untouched in your bank account because you’re too scared to know what to do with it.
If you find yourself…
- Impulse spending
- Going weeks without looking at your bank accounts
- Just getting by, even though you’re making good money
- Feeling your stomach lurch at tax time when you haven’t saved enough (or at all)
- Lacking a community you can talk to about money stuff, keeping you shrouded in shame and silence
You are not alone.
The problem isn’t just earning money… it’s having the skills to know what to do with it.
Here’s the good news:
Money skills are totally learnable!
Just like learning all the techniques you use to help your clients, you can also learn how to make money work for you.
You can stop giving all your energy to your work, and seeing more and more clients. You can actually keep your energy to live your life.
- Pay yourself a reliable paycheck that you and your family can depend on
- Save for the things that truly matter to you, like maternity leave, buying a home, going on real vacations, and retiring comfortably
- Set aside the right amount of taxes each month, stress-free
- Know where your money is going instead of letting it disappear
- Make strategic financial decisions in your practice so you can reach the next level
- Feel like a confident and empowered CEO and CFO
You can be the one running your business,
rather than your business running you.
You’ve proven yourself to be incredibly intelligent and competent in so many areas of life. I know you can make money work for you too.
All it takes is a financial framework that fits who you are, what you need, and the way you think. Paired with the right support, you can work through your stories and relationship with money. You can get your brain into a state of learning and growth. Most financial experts miss this.
Money isn’t just about numbers, it’s deeply emotional too. That’s why learning how to understand and manage money requires more than just spreadsheets.
It takes an approach that both practical and emotional.
Hi, I'm Linzy
I’m an experienced trauma therapist turned money coach.
I worked at a community agency for 2 years before feeling overworked and underpaid. Then, I opened my private practice in 2014.
I loved it! I was finally feeling fulfilled and in control of my work.
But soon, I found myself spending more than I was getting paid. Before long, I started to feel like an overworked and underpaid therapist… again.
It hit me: I had no idea how to manage the business side of my private practice! And now, I didn’t have anyone to rely on but myself.
The stakes were high:
- I was the only income earner for our family of 3
- We had no health benefits or pension plan
- We had just lost 60% of our household income
I needed to start treating my private practice like a real business. But when I dug into what was available online for private practice finances, resources were sparse.
Luckily, I’m the daughter of an accountant. I inherited a bookkeeping brain! So I rolled up my sleeves and got to work building the system and knowledge I so needed.
I figured out how to make my business take care of me.
Now, money goes as far as I need it to…without stressing out, overspending, or spreading myself too thin.
This is what I want for you.
With the right mindset, skills, and systems, success is so much more than balanced books!
You can make money work for you and build a thriving private practice, free from burnout, guilt, and shame.
Unlike many financial professionals who can be hard to understand and overlook the emotional side of money, I’m approachable and empathetic.
I make it easy to talk about money.
“I wanted to let you know how grateful I am that I’ve gotten to learn from Linzy.
She has such a strong but gentle spirit that comes out in the work that she does.
I’ve changed and done more as a business woman this year than in all my prior years in practice.
I feel so much more empowered to create the money story I want since doing Money Skills.”
Lori Cangilla
Ph.D., Licensed Psychologist
Pennsylvania, USA
Ph.D., Licensed Psychologist
Pennsylvania, USA
“I’ve done a lot of expensive programs. I’ve hired a lot of contractors. I’ve never gotten more value out of any of those things than I did out of working with Linzy. I could start any business now, doing anything, and it would be so much easier.
You also realize what’s important. My free time is really valuable, so I work three days a week and take one week off a month. I got two massages last month. And my business supports that.
It really made a humongous difference. I can’t thank Linzy enough for what she did, how much she tolerated, and just in general how clear, well put together, organized, and over-the-top ready to deal with these things she came to the table as.
At every step of the way, I knew I made the right decision to work with Linzy.”
Jenni Waldrop
Creative Entrepreneur, Pro Blogger & Etsy Seller
Kentucky, USA
Let’s lock in a strategy and system
that works for your brain.
that works for your brain.
Remember the 4-Step Framework?
These steps are the foundation of the Money Skills for Therapists program. Each module is built to guide you through them in a clear, actionable way.
Every module corresponds to one of these steps, breaking it down into bite-sized, self-paced lessons so you can build your skills and systems in your own time.
Course Outline
Step 1: Commit
Get Set Up in Module 1
Put your eye solidly on the prize and connect with your true motivation. Explore your beliefs and feelings about money and get ready to change your story.
Module 1 Lessons:
- Brighter Tomorrow – Put your eye solidly on the prize. Connect with your true motivation.
- Money Stories – Explore your mindset, beliefs, and feelings about money. Get ready to change your story.
- Making Your Commitment – Get clear on how to get the most out of this course.
Create Clarity with Module 2
Demystify the entire process of money management: Get a clear view of your expenses and develop a receipt system that you’ll actually use.
Module 2 Lessons:
- Separation is Key – Creating clarity between work and home.
- Receipts – Creating a great receipt system.
- Business Expenses – Get clear about ALL the expenses you have, to make sure you don’t miss any!
Step 2: Clarify
Choose Your Tools in Module 3
Evaluate your options and find what works best for you, your habits, your life, and your brain. Start taking action and build your system with plenty of support.
Module 3 Lessons:
- Choosing The Right Tracking Tool For You – Explore four different financial tracking systems to find one that makes sense for you and your brain.
- Setting Your System Up – Less talk, more action! You’re actually going to build your system and get it working for you.
See Where Your Money’s at in Module 4
We’ll assess your situation and get real about your finances. You’ll get comfy playing with numbers and seeing how small changes in your business can impact your life. This is the beginning of creating good money habits!
Module 4 Lessons:
- Assessing The Situation – Getting real about your finances.
- Playing With Numbers – Explore how small changes in your business can impact your life.
- Creating Great Money Habits – Customize your financial system to fit your life!
Step 3: Adjust
Plan for Success in Module 5
Start thinking long-term! Develop a strategy to pay yourself regularly, save for paid time off and sick days, and set money aside so tax time is a breeze.
Module 5 Lessons:
- How to Budget – Explore different ways to budget and choose the right one for you! Then get going with it.
- Salary, Taxes & Guidelines – Figure out exactly how much to pay yourself & set aside for taxes.
Step 4: Implement
Put It Into Action in Module 6
You’ll figure out how to fund your dreams and strengthen money habits to use your system for good. You’ll assemble your support team and then finally, look how far you’ve come!
Module 6 Lessons:
- #GOALS AKA Funding Your Dreams Now that you’ve got your system in place, it’s time to use that force for good!
- Assembling Your Team – Getting the right supports in place to help you thrive.
- How Far You’ve Come! – Take stock of your new, personalized financial management system and the good it’s already doing for you!
By taking the course, you’ll gain:
- Lifetime access to all instructional videos and materials
- Custom tools and worksheets tailored for therapists, health practitioners, and service-based entrepreneurs
- A resource vault to help you scale your practice with confidence
Plus!
Take your seat in the
Money Skills Community.
Money Skills Community.
Surround yourself with other emotionally-intelligent practitioners who are also doing the hard things like confronting fears, shame, and harmful habits around money.
Joining Money Skills for Therapists gives you access to:
Our Private Online Community
Ask questions to me and my coach and connect with other emotionally intelligent therapists and practitioners.
You’ll gain 6 months of access to an incredible community – therapists, health practitioners, coaches, and other helping professionals – just like you.
Personalized, Hands-On Group Coaching
Take a deep dive into your relationship with money during our live calls. You’ll receive mindset coaching, technical support, and help with your numbers for 6 months!
- 2 x 90-minute Coaching & Support Calls every month with me where you can get personalized coaching, ask specific questions, and stay on track.
- 2 x 90-minute Get Shit Done Co-working & Troubleshooting Sessions where you’ll use the energetic momentum of the community to work on your money as well as get technical help with your tracking tool.
Your 1-on-1 Coaching Call
Get focused, personalized support and business coaching with me. This 30-minute session will clarify any business, mindset, or financial questions that you have.
Your Accountability Partner
We’ll match you with another member based on your wants and needs. Stay engaged, active, and moving forward in the context of a one-on-one business relationship.
Access to Call Recordings
Re-visit the calls you attended to more deeply absorb some great guidance or insight, or catch up on calls you’ve missed if you’re unable live.
These course calls and online community make it easy to succeed because you’ll have all the support you need.
Get instant access to
Exclusive Bonus Trainings
Overcoming Money Trauma When You’re 1st Generation
Mini-Course with
Annie Wright
Annie Wright
Transform your relationship to money as a 1st generation immigrant or college graduate. Heal for the sake of your present and your future.
Radical Rest for Entrepreneurs
Workshop with Maegan Megginson
Escape the toxic cycle of hustle culture. Explore seven types of rest, beyond sleep. Complete a Rest Assessment to identify where you need the most support.
Take Back
Your Time
Your Time
Mini-Course with
Allison Puryear
Allison Puryear
Reframe your thoughts about your schedule. Access practical tools and a mindset that puts you in control of your time.
Income Raiser
Workshop with
Tiffany McLain
Tiffany McLain
Sometimes you just want more money! Walk through the process of increasing revenue — without raising your fees.
Live Ask an Accountant
Calls with
GreenOak Accounting
GreenOak Accounting
Ask an expert all of your burning private practice accounting and tax questions.
How much money have you lost over the years avoiding your finances or making costly mistakes?
Remember Sam? When Sam started, she had no savings and $20,000 of credit card debt.
But when she committed to herself and her plan, she paid off all of that debt and saved $10,000 for her maternity leave!
The most incredible part of Sam’s story is that she did all this in ONE year — without increasing her income.
Investing in this work made her $30,000 in just one year.
Samantha Barr
Licensed Professional Counselor,
MA, LPC, NCC
Oregon, USA
Stories
from Our Community
There’s so much shame and silence around money. But in Money Skills For Therapists, we create a safe and supportive environment to have the honest discussions we need.
“They provided me with a space to feel validated, supported, guided, have things clarified, share my insights and compassion, and breathe! I knew I wasn’t alone…
I am far less avoidant – I’m able to update my spreadsheet with little to no activation.
And with this new awareness of the reality of my finances, I can be more mindful about my expenditures next year…in advance!!
I also no longer have to think about what and how I can “save up” for quarterly taxes and monthly business expenses because I have everything automated using Relay and Profit First.”
CJ DeMarco
Trauma Therapist,
New Jersey, USA
Trauma Therapist,
New Jersey, USA
“The Teachable content was extremely helpful, and I appreciate that we have lifetime access as I know I will (a) need reminders on some concepts/processes and (b) it allowed me to not stress about getting to the extra content while working through the course. It’s such a user-friendly platform.
The group coaching and Get Shit Done calls were also a major highlight, and they were even more useful as I made my way through the course and actually started to come with questions!
It’s amazing how much having just 10 minutes to get a question answered or have someone look at my numbers can do – like I didn’t actually have to spin my wheels by myself!”
Ellie Tripp
Psychologist
Michigan, USA
Psychologist
Michigan, USA
“If you are not sure about taking this course, just take the leap and take it…
If you think you’re going to get something out of it, well guess what, you’re probably going to get a whole lot more.”
Jennifer Gray,
MS, NCC, LPC Associate
Portland, Oregon
MS, NCC, LPC Associate
Portland, Oregon
“I now have practical and viable money skills, understand my operating expenses, know how to budget better, and I’m also so much more organized with the operation of my business.Linzy is well versed and knowledgeable about organizing business finances, and gives great step by step process to get you started on feeling freedom from fear.”
Janein Chavez
Marriage & Family Therapist
California, USA
Marriage & Family Therapist
California, USA
“DO IT, especially if you are thinking of going into a private practice. I wish I would have known about this course in 2018/19 when I started…
it would have been incredibly helpful. Linzy provides so much useful information that would have been helpful to receive in grad school.”
Tanya Kirkland
CCC/RCC/SEP
British Columbia, Canada
CCC/RCC/SEP
British Columbia, Canada
Are you ready to finally get money working for you?
We Help Therapists in Private
Practice & Group Practice Owners
Feel Calm & in Control
of Their Finances