Thinking about starting a private practice?

Before you invest thousands of dollars, spend 15 minutes with this free planner.

The Private Practice Startup Planner is a free Google Sheets workbook designed to help mental health clinicians estimate startup costs, monthly expenses, break-even patient volume, and income goals, so you can make informed decisions before taking the leap.

No spreadsheets to build. No formulas to figure out. Just plug in your numbers and see what your practice might look like.

    Built with Kit

    Why I Created This

    Starting a private practice is exciting!…

    And a little overwhelming.

    There are websites to build, software to choose, contracts to sign, and about a thousand opinions on the "right" way to do it.

    But before you spend money on any of that, I think it's worth answering a few surprisingly simple questions:

    • How much cash do I actually need to get started?

    • What will my monthly expenses really be?

    • How many patients do I need just to cover those expenses?

    • What would my schedule look like if I wanted to reach my income goals?

    I created this planner because these were questions I wish I'd worked through earlier in my own practice. Having realistic numbers won't make every decision easy, but it can make them much less intimidating.

    What you’ll get…

    This workbook helps you estimate:

    ✔️ One-time startup costs

    ✔️ Monthly business expenses

    ✔️ Break-even patient volume

    ✔️ Income goals based on your own schedule

    ✔️ A personalized Practice Snapshot that brings everything together

    ✔️ A growing list of practical resources for clinicians

    Preview of Dr. B’s Private Practice Startup Planner workbook

    Who it’s for…

    This planner was designed for mental health clinicians who are considering starting or growing a private practice, including:

    • PMHNPs

    • Psychiatrists

    • Psychologists

    • Therapists

    Whether you're still dreaming about private practice or already seeing patients, the planner can help you better understand the numbers behind your decisions.

    How it works

    1. Enter your email.

    2. I'll immediately send you the planner.

    3. Google will ask you to make your own copy.

    4. Customize the workbook with your own numbers and explore different scenarios.

    Most people can work through it in about 15–20 minutes.

    Ready to see what your practice could look like?

    Download the Private Practice Startup Planner and start making decisions with a little more clarity and a lot less guesswork.

      Built with Kit

      Disclaimer: This planner is intended for educational and planning purposes only. Estimates and examples are based on general experience and may not reflect your individual circumstances. It is not financial, legal, accounting, or business advice.