When I was first thinking about opening my private practice, I wanted to leave the clinic that I was previously working at. I wanted a schedule that provided a better work / personal life balance, to be apart of a practice that reflected my values, and the opportunity to earn an income that aligned with my education, experience, and trainings. However, when I started the process of opening my private practice, I realized how how confusing it was. There weren’t many resources made for therapists starting a private practice, and the ones I did come across felt generic, lacked details, and didn’t have information that I truly needed.

As my private practice grew, I naturally found myself connecting with other therapists who were trying to open their own private practice as well. I shared what had helped me, passed along resources, and answered the questions I once had. Over time, I realized something - we’re all looking for the same thing: clear, caring, step-by-step guidance from someone who has been through the process.

That’s what inspired me to create this guide. It includes the steps, knowledge and resources that were truly necessary for me to have my private practice grow and stay consistently full.

My goal is for this guide to help you feel more informed and supported as you build your practice. After downloading the guide, if you need more one-on-one support, I also offer consultations to better support clinicians as well. Learn more here.

 
The Essential Guide to Building a Private Practice
The Essential Guide to Building a Private Practice
$30.00

The Essential Guide to Building a Private Practice is a step-by-step guide that walks therapists through everything they need to launch a successful and sustainable private practice. This guide breaks down the process into nine clear sections. Each section is designed to help you move forward with understanding, ensuring you have everything you need to build a practice that feels sustainable, aligned, and authentic.

10 Steps Included

  1. Defining Your Practice Vision & Goals
    Clarify your niche, ideal clients, values, and long-term direction.

  2. Legal & Administrative Setup
    Choose your business structure, secure licensure requirements, obtain insurance, and complete essential registrations.

  3. Financial Planning
    Set your fees, create a budget, prepare for taxes, and plan for financial sustainability.

  4. Office & Telehealth Setup
    Choose between in-person and virtual care, select equipment, and design a professional therapeutic environment.

  5. Technology & Practice Management
    Choose EHRs, scheduling systems, billing tools, and secure communication platforms.

  6. Website & Marketing
    Build an online presence, create referral pathways, and develop a marketing strategy that aligns with your brand.

  7. Consult
    Understand the purpose of screening and consultation, things to discuss during consultation, and what to consider to ensure a good fit

  8. Intake, & Documentation
    Set up system for informed consent, progress notes, and clinical documentation.

  9. Compliance
    Understand HIPAA, state laws, ethical standards, security protocols, and risk management.

  10. Professional Development
    Plan for supervision, continuing education, specialization training, and long-term career growth.