Tired of Feeling Stressed About Money—or Constantly Checking Your Bank Account?
You became a therapist to help people—not to constantly worry if you can pay yourself, take time off, or cover your taxes.
CAN YOU RELATE TO THIS?
😓💸 Working hard but struggling to pay your bills
😨💰 Anxious every time you check your bank account
🤔📊 Unsure how many clients you need to hit your income goals
😥🏖️ Feeling guilty about taking time off
😬🦘 Dreaming of leaving your job with benefits, but scared to take the leap
📈💸 Attracting clients, but not seeing that money in your personal account
🚀❓ Ready to grow, but unsure where to start
😵💫📊 Tired of flying blind when it comes to business finances
IMAGINE IF…
🎯💰 You knew exactly what you needed to earn to create your dream life
🗺️💰 You had a plan that told your money where to go (no more guessing!)
😌✅ Tax season didn’t freak you out
✈️🌍 Your business paid for that month-long European vacation you’ve always dreamed of
😎💸 You could confidently leave your job and know you'd have more income and freedom
💪💰 You feel confident with your money
💰🔒 You could finally pay off debt and build real financial security
Let Me Introduce You to the Missing Piece: Profit for Keeps®
Profit for Keeps® is a therapist-friendly financial system created by Amber Dugger. It expands on proven cash flow principles, offering a practical, values-based approach tailored to small business owners—especially mental health providers and helping professionals.
I’m currently enrolled in the year-long Profit for Keeps® Certification Program, and I’m over halfway there. While I specialize in working with therapists, this method applies whether you're in private practice, group practice, community mental health, healthcare settings, or any other service-based industry.
What’s a Financial Blueprint Session?
This is a 90–120 minute, hands-on session led by me (Maren)—a Profit for Keeps® Coach-in-Training—where we:
✅ Define your revenue goal based on your dream life
✅ Break down your numbers using personalized percentages from the Profit for Keeps® system
✅ Clarify where your money goes—like owner pay, taxes, and business expenses—so nothing falls through the cracks
✅ Build a plan that supports your values, lifestyle, and financial peace of mind-in both life and business
You’ll walk away with a personalized financial roadmap—one that supports your income, your rest, and your bigger vision for your life and business.
What’s Included:
You’ll walk away with clarity, direction, and a plan you can actually use.
✨Aligned revenue goals tailored to your life and work
✨Personalized money allocation percentages using the Profit for Keeps® framework
✨Tax clarity—so you know exactly what to set aside (no more guessing)
✨A clear, step-by-step plan to meet your financial goals
✨Tools to stop just getting by—and start getting ahead
✨Zero money shaming. Just grounded clarity, direction, and support
FAQs
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I’m currently training to become a certified Profit for Keeps® Coach and am over halfway through the year-long certification process. I’m also the first therapist to go through the program—which means I bring a therapist’s lens to the financial side of private practice.
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Profit for Keeps® expands on cash flow principles popularized in systems like Profit First, but it’s a separate, service-based business-friendly method—especially suited for therapists. It’s designed with more flexibility, fewer accounts, and integrates beautifully with tools like YNAB for ease and clarity.
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YES! You don’t need to be “good with money”—just open to clarity. This session is designed to be shame-free and practical, even if you’ve avoided your bank account or felt overwhelmed by finances.
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Yes! Profit for Keeps® is designed with ADHD brains in mind. I have ADHD myself, and this system completely changed how I relate to money. We’ll move through it together—think body doubling meets gentle accountability—in a way that’s clear, sustainable, and totally judgment-free.
The process is also visually appealing and easy to follow—even if you’ve struggled with numbers or spreadsheets in the past. You won’t be left to figure it out alone—I’ll guide you step by step. This system really works, especially if traditional budgeting methods have left you feeling overwhelmed or shut down.
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Absolutely! We’ll use realistic estimates to help you build a plan for your future practice, so you feel ready and confident when the time comes.
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While you don’t need to know every number off the top of your head, I’ve found that working with real numbers is key to getting the most out of this session. If you’re not sure about your exact numbers, I’ll help you figure them out!
This process is all about clarity—and to get that clarity, we need to be as real as we can. Don’t worry—this is a completely judgment-free space, no matter what your numbers look like.
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You Need a Budget (YNAB) is a modern budgeting tool based on the envelope method. It’s one of my favorite ways to help therapists create clarity around their cash flow.
🧡 Want to check it out? Here’s my referral link.
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The session will last between 90 minutes and 2 hours. I recommend setting aside the full 2 hours so we don’t feel rushed. That gives us plenty of time to walk through everything together and make sure you leave with a clear, personalized financial roadmap.
Hi, I'm Maren!
I’m a therapist, coach, and financial nerd who’s passionate about helping other therapists build profitable, sustainable businesses.
I founded Balance & Beyond Coaching Solutions after learning the hard way how confusing and exhausting the financial side of private practice can be. I’m now on a mission to help you ditch the stress and build a business that actually supports your life.
I’m the first therapist on the path to becoming a certified Profit for Keeps® Coach, and I blend my clinical background with practical tools that make money feel more manageable—even if you’re ‘allergic to spreadsheets. I’m here to help you go from stuck to secure—with support, structure, and zero shame.
