Rene Avis
MA, LPC, NCC
Raleigh, North Carolina
Transform money confusion, shame, and uncertainty into clarity, confidence, and peace.
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.
That’s five bonus offers, exclusive to Money Skills for Therapists!
In total, Money Skills for Therapists is valued at over $15,000…
But you can gain the skills, systems, community and mindset for only $1997 USD!
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
Even if the course works half as well for you, that’s
$15,000 in value within a year!
And with lifetime access to the course materials and bonuses, imagine the savings and peace of mind you’ll gain over 5 or even 10 years.
for a practice bringing in
$75,000 revenue/year ($6250/month)
✔️ Reduce operating expenses by being able to make clear, strategic choices about your business spending = $7,500 in savings per year
✔️ Use your new insights into your fee and other income sources to raise the overall money coming into your business by 10% = $7,500 in growth
These two totally doable changes would be an increase to your annual money-in-pocket of $15,000. Which you could put toward whatever you want! More vacation time, higher paychecks, retirement…it’s all up to you.
Are you in?
Note: We believe that it’s important to provide a more accessible way to pay, so we give you the option to pay for Money Skills for Therapists with payment plans. The savings you get ($325) for paying in full represent the additional processing and administration costs we incur with the payment plans.
I am so confident in the results my students get that I have a full money back guarantee.
I guarantee that within 4 months of completing Money Skills For Therapists, you will have saved or earned the cost of the course.
That means that you will have:
-> Paid down an extra $1997 towards your debt,
-> Saved $1997 towards your savings goals, or
-> Earned an extra $1997 in income.
And if you finish my course and use the skills you learn in your private practice for at least 4 months and you’re still not seeing these results, then just show me that you did the work and I’ll give you a full refund of your investment.
Please note that I do not provide refunds without proof that you did the work and used your new money skills in your private practice for at least four months after graduating.
So you see, if you commit to doing the work there’s no risk at all for signing up!
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
Your Questions
answered
More than 600 people have graduated from Money Skills for Therapists. There are many success stories, and it’s been a pleasure to teach it and watch people grow!
Absolutely – I am actually Canadian!
Since this is a foundational skills course, it applies to you no matter where you live. And it’ll help with day-to-day money management.
When it comes to specific, local tax regulations and laws, I’ll always advise to talk to your accountant anyway. Therapists and coaches worldwide have gotten the skills from this course to feel more confident and prepared in these conversations.
You may have a spreadsheet that works pretty well, or a receipt system that does the trick, but do you have a whole system set up and a positive relationship with money? That’s what Money Skills for Therapists is about.
You’ll get support setting up business finances from the most basic to advanced tools. You’ll develop big-picture thinking and a CEO approach to your money.
And finally, you’ll access financial competency and a healthy money mindset.
I’m a big believer in the right thing at the right time.
Are you grounded in your skills as a therapist? Do you have the bandwidth to really dig into finances with us over the next 6 months?
Then, yes! Joining Money Skills for Therapists will help you set up your finances well from the very beginning!
On the other hand, if you have no clients at all or are overwhelmed by getting your practice off the ground, I suggest investing in a course to help you build your practice before joining.
Although many of the skills and tools in Money Skills for Therapists can be applied to group practice, it doesn’t specifically address the complicated financial pieces that come with having employees and contractors working for you.
We have a different course, Money Skills for Group Practice Owners, which covers those details in depth.
However, many group practice owners have worked on their individual relationship with money by taking Money Skills for Therapists.
Just know that a group practice is more involved than a solo private practice. And if you’re looking to develop a mindset and systems to be the empowered financial leader, Money Skills for Group Practice Owners is a great choice.
We’re here to support you if you can’t make it to live calls.
You can submit questions in advance, which we’ll answer on the call. Tune in to the recording as soon as you’re available.
Or head over to our online community. Send us a loom video of your system set up, and we’ll work through things with you that way.
I get it – you wouldn’t be here right now if money wasn’t hard for you!
First, I want you to be safe and well. Do not make this investment if it is actually going to put you in financial precarity.
On the other hand…do you actually not have the money?
Many of us have a story that we’re broke. That we never have money. And working through this story is something super valuable that you’ll get out of the course.
If you really have the money and it’s just hard for you to spend it, then your question isn’t about affordability. It’s about whether you’ll get a return on investment.
The answer to that question is: yes.
If you join Money Skills for Therapists, come to coaching calls or listen to the recordings, engage the online community, and complete the lessons, you will get a return on your investment. You will:
- Set up a practice that pays you well and affords you time off
- Be able to make strategic informed choices
- Have a financial system that gives you clarity
- Fund your goals and dreams
- Change your relationship with money
And if you show up and do the work without seeing success? I’ll happily give you a refund.
- Service-based business owners (mental health therapist, acupuncturist, dietitian, nutritionist, speech language pathologist, massage therapist, tutor, coach, and more)
- Just starting out in private practice or have an established private practice
- Making good money in your private practice, but money just seems to disappear and you have no idea where it’s going
- Sees the value in being part of an empowering community of other confident and successful therapists and health practitioners who are also on an upward trajectory
- Wants to be able to make strategic business decisions
- Wants to feel like the empowered leader of your business
You’ll get immediate and exclusive access to all of the course materials. Each lesson is full of helpful videos and worksheets to get you applying this stuff to your business in real time.
This is not a theory course. This is a doing course. And as you work through it, you will be setting up your real system and making real changes.
You’ll also be invited to join the course community in Mighty Networks, and you’ll be able to attend all of the helpful and supportive group calls. There is generally at least one call each week. You can check out the current and upcoming monthly call schedules here.
Plus, you’ll get access to all the bonus mini-courses. So, you can jump straight to those if you want and get that extra support right away.
You’ll have lifetime access to the course materials (all lessons, which include videos and worksheets). Lifetime access entitles you to any and all updates I add to the program at no additional charge.
There are 6 modules of course content and you have 6 months total in the course community. So you have lots of wiggle room! And we’re there to help you get back on track if you need a helping hand.
Yes, in a few different ways! I’m inside the online course community, answering questions and offering support.
I’m also on the Coaching & Support Group Calls once a month to answer your questions as they come up, and both of the Get Shit Done Co-working & Troubleshooting Sessions to give you extra technical know-how support as you work through real tasks (our community coach does the other Get Shit Done Call and the Money Mindset Seminar).
You also get a 30-minute one-on-one call with me so we can deep dive into your specific questions and situation.
No. If you already have, use, and love Quickbooks, then you can totally keep using it. However, this course will show you how to manage your business finances in a way that makes sense for your brain, and for most therapists, that’s not accounting software.
This is mostly up to you, depending on the amount of support you need! There are 6 modules that can take between 2-3 hours each to complete between watching videos and actually implementing.
Then there are 4 group calls each month for you to take advantage of (a 90-minute Coaching & Support call, a 90-minute Money Mindset Seminar, and two 90-minute Get Shit Done Co-working & Troubleshooting Sessions).
You also have the option of participating in the online community forum to get ongoing support with making the changes stick.
As for how quickly you get results, that’s entirely up to you. The sooner you dig in and apply what you’re learning, the better! Once you’ve gone through and applied the course materials to your business, I know that this course will improve your financial situation (both in your business and home.)
Not as quickly, thoroughly, and easily as you will in the course.
We all need support sometimes, and as therapists we tend to thrive in relationship to others, so use that trait to your benefit!
How many times have you tried to do this on your own, and started out, but didn’t get anywhere?
This program will work for you as it’s already worked for dozens of therapists just like you.
…busy therapists
…tired therapists
…therapists who are also parents and caregivers
Stop being over-busy and overtired, and implement a system that provides you an opportunity to be strategic with your money and work towards your real goals in life.
An emergency fund.
Maternity leave.
Saving for your future.
It’s your choice:
Keep mostly ignoring your finances (just hoping and praying things will work out) or trying to cobble together information on managing finances that you find here and there on the internet…
OR
Create a clear financial system that makes sense for your brain, and allows you to put your money towards what really matters to you, with personalized coaching and a supportive community on your side.
Which do you want?
You can click here to see what graduates from the course have to say, or just click here to enroll now.
See you in the course community!
You Have a Choice
You’ve reached the end of this page… and the start of a decision.
You can click away and keep things as they are. Nothing changes. Money stays stressful, and you’ll still feel like a hot mess, piecing together random advice and hoping for the best…
Or you can choose a new path.
Build a clear, personalized financial system that works for your brain, aligns with your values, and comes with expert coaching and a supportive community by your side.
Say goodbye to confusion and shame. Say hello to confidence, clarity, and financial peace of mind.
Start putting your money toward what really matters to you—with the tools, guidance, and community to make it happen.
So, what will it be?
Are you ready to finally get money working for you?