Free Resources for Private Pay Therapists
Resources I actually use and teach. No email required. Just grab what you need.
Money Mindset Assessment
Find out what's really driving your business decisions.
15 questions that dig into the money beliefs running your practice behind the scenes. This isn't about math. It's about the stories you carry about charging, earning, and deserving. Covers your money story growing up, how it shows up in your pricing, and a framework to reset the patterns that aren't serving you anymore.
Want to go deeper? The Private Pay Practitioners Workbook walks you through the full money and pricing system, chapter by chapter. Available on Amazon.
Networking Quick-Start Guide
Who to talk to, what to say, and how to follow up without being weird about it.
A condensed guide that combines the essentials: who your best referral sources actually are (hint: it's not who you think), a coffee meeting framework so you're not just sitting there making small talk, and follow-up scripts that keep the relationship going without feeling forced. Includes a 30-day networking challenge to build momentum fast.
Ready for the full system? The complete Networking for Private Pay Success guide and Coffee Meeting Script Pack are available through Patreon.
Your First 90 Days in Private Pay
A week-by-week checklist so you're not guessing what to do next.
Broken into three phases: Foundation (Days 1-30), Momentum (Days 31-60), and Scaling (Days 61-90). Each phase has specific action items so you know exactly what to focus on and when. Whether you're just starting or transitioning from insurance panels, this keeps you on track without the overwhelm.
Get Found Guide
Six free, practical ways to get found by private pay clients. Start this week.
Wondering how clients will find you once you move away from insurance? This free guide walks through six practical visibility moves, from claiming your Google Business Profile to building a referral network that actually fills your practice. Most are free. All are doable. Download it, pick one, and start this week.
Strategic Networking Across State Lines
If you are licensed in multiple states, working under PSYPACT, or thinking about expanding beyond your local market, this guide is for you.
Seven sections on how to build real referral relationships across state lines, virtually. Not networking theory. Not generic advice. The actual moves I use to build and maintain a referral network that spans multiple states.
Download it. Read it. Use it this week.
Niche Clarity Worksheet
You made the leap. But your caseload isn't full, your messaging feels off, and you're not sure what's missing.
The Niche Clarity Worksheet helps you define who you serve, what you help them with, and the transformation you offer — so the right clients can find you.
Insurance Exit Tool
You're done with panels. You want out. But you're not sure how to do it without losing everything you've built.
The Insurance Exit Toolkit is your 90-day roadmap. It walks you through pre-exit preparation, the notice period, and your first 90 days post-insurance - including scripts for the conversations that feel hardest.
Prequalifying Ideal Clients Guide
Stop seeing the wrong clients. This is what you’ll need to learn to how to prequalify with confidence.
This guide walks you through the signs of a great fit, the red flags to watch for, the questions to ask on every consultation call, and a reflection worksheet to help you get clear on who you actually want to work with.
Follow Us
When you're ready for more:
Workshops and Consulting - Crash courses, monthly consult groups, and 1:1 sessions where we build your actual plan together. [View Services]
The Community -19,000+ members and growing, building private pay practices. Come ask questions, share wins, and stop doing this alone. [Join on Facebook] | [Join on Patreon]
The Books - The Private Pay Practitioners Playbook and the companion Workbook. Everything I know, tested in my own practice and with hundreds of clinicians. [Browse Books]