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Practice Wellness Check

Practice Wellness Check

Original price was: $999.00.Current price is: $799.00.

The Practice Wellness Check is a powerful first step toward building a practice that truly reflects your vision and values. You’ll get a clear picture of where you are now—your numbers, systems, and how you feel in practice—so we can identify what’s working, what’s not, and what’s possible. Through two personalized coaching calls and a custom report, you’ll walk away with clarity, direction, and a step-by-step strategy to create a practice that’s energizing, profitable, and aligned with the life you want.

Whether you’re considering a big change or just want to feel more fulfilled, the Practice Wellness Check will give you the insight and tools to move forward with purpose and confidence.

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Description

The Practice Wellness Check is your first bold step toward building the practice you’ve always envisioned—one that aligns with your purpose, passion, and full potential. This process offers a clear, honest snapshot of where you are right now: your numbers, your systems, and how you truly feel in the day-to-day of running your practice.

Together, we’ll identify what’s working, what’s holding you back, and—most importantly—what’s possible. You’ll gain fresh clarity on how your practice is operating, reconnect with your goals, and uncover aligned actions and mindset shifts that can bring your dream practice to life.

From there, I’ll design a personalized strategy to reignite your passion and support your version of success—step by step. We’ll redesign your practice so it feels energizing, aligned, and deeply fulfilling.

That means:

  • Letting go of the parts that drain you

  • Loving every patient on your schedule

  • Earning what you’re worth

  • Waking up excited for each day in practice

Whether you’re navigating a major shift or simply craving more clarity, the Practice Wellness Check helps you understand where you are and where you want to go—so you can move forward with confidence, purpose, and renewed excitement.

How It Works

You’ll start by filling out a detailed Google Form (check your inbox for the link). Take your time, be honest, and gather the necessary info from your bank statements, EHR, and accounting software to ensure accuracy.

Once submitted, we’ll schedule two personalized coaching calls:

      • Call #1: Clarity + Vision
        We’ll review your responses together, dig into your numbers, and get clear on your current reality and desired future. This allows me to craft action steps tailored to your goals and challenges.

      • I’ll create your Practice Wellness Check Report a customized report for you with your stats, goals and action plan and email it to you to review.

      • Call #2: Strategy + Alignment
        After you’ve had time to review your personalized Practice Wellness Check Report, we’ll meet again to walk through a clear, step-by-step plan designed to move you forward with intention and ease.

 

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