Money Matters Deep Dive - Private Practice Consultation. Clinical and Business Consultation for Therapists

The Money Matters Deep Dive
A Course to Help You Master Money Matters in Your Private Practice
Get on the Waitlist for the Founder's Cohort
Do you dread conversations about money?
I promise, you're not alone.
Money is evocative. It brings up so. many. feelings.

The unfortunate truth is that loads of therapists are earning far less money than they could- less money than they need for a truly nourishing and sustainable practice.

Why?
Because they avoid deeply engaging with the financial aspects of their practices.

You might be avoiding money issues for any of these reasons:
You weren't taught how to think clinically about money in graduate school
Thinking about your personal financial situation brings up such a slew of difficult emotions it seems easier to avoid the whole topic
You're not comfortable charging for your work (I don't want to seem like a money-hungry therapist!)
You're so afraid clients/patients* will leave therapy or be upset that you avoid acknowledging your own needs
Or maybe you're not even sure what you want or need when it comes to money
and that's just scratching the surface.

If you struggle with money-related anxiety and overwhelm in your private practice...
If you feel ambivalent about charging your fee...
If you wonder if your work could be deeper and more impactful if you could have effective conversations about money with your clients...
If you know in your heart that if you want this private practice thing to work over the long-term, you are going to need to do some reckoning with money...

Then I invite you to take a Money Matters Deep Dive with me.
* I use the terms client and patient interchangeably, as I find both terms to have up sides and down sides.
What's the course all about?
I know it's not easy to think about money, but the truth is that if you are going to have a successful practice- one that generates good income while providing solid clinical work, you need to understand the three money realms of private practice.

The Money Matters Deep Dive will teach you what you need to know to master the personal, business, and clinical realms of money in practice.

You will be able to handle fee issues with clarity,integrity,and confidence, learn to be the best boss you've ever had, deepen your clinical work, and earn more income so you can thrive as a therapist over the long-term.
Module 1 Overview
Understanding the three money realms of private practice
An orientation on how to get the most benefit from the course and an overview of the three money realms of private practice.
Module 2 The Personal Realm: Getting Real About Your Money Story
Therapist, know thyself.
You'll get clear about your personal money story and how it influences your decisions in your practice. Discover how your social location, personal psychology, family upbringing and more have influenced your (sometimes contradicting) beliefs about money. Learn the most common ways therapists stop themselves from earning what they want, why this happens, and what to do about it. (Hint..it starts with some massive self-compassion)
Module 3 The Business Realm: Getting Comfortable Being a Business Owner
Fees, policies, and systems, oh my!
Here's where you'll make friends with your numbers. You'll determine the fees you'll need to charge to either just get by, be pretty comfortable, or seriously thrive. Learn about and set up systems to track your numbers like a boss (cause you're the boss!). Determine the practice policies that best suit you personally and financially.
Module 4 The Clinical Realm: Taking it Deeper
Making the most out of money issues
Money is not just a logistical topic to get past on the way to the 'real issues' of therapy. Money is both concrete and symbolic, for you and your clients. This module will help you work with your countertransference so you can more effectively address money issues with your clients. You'll learn how the fee, policies, and other aspects of the clinical frame can be entry points to a deeper understanding of the client's internal world and relationships. You'll gain an understanding of why and how the therapist's bringing their own need (in the form of charging a fee) into the clinical relationship can be both a challenge and an opportunity to deepen the therapy. Learn key theoretical concepts that will anchor your money explorations in the clinical hour.
Bonuses
Yes, please!
LIve Q & A sessions via Zoom
Access to private Money Matters listserv
20 minute individual consultation call
Who is this for?
The Money Matters Deep Dive founders cohort is for you if...
You are ready to identify and deal with the blocks that are keeping you from earning what you want and need in your practice.
You are ready to shine some compassion on that money shame so it's not running the show anymore.
You are sick of feeling guilty, overwhelmed and confused when it comes to money.
You are ready to confidently initiate conversations that address both the concrete and symbolic aspects of money for your clients/patients.
You are ready to take some action. Even small steps can make a big difference!
You're willing to show up, share your experience, and be a bit uncomfortable.
You don't mind sharing your feedback and dealing with a few possible tech hiccups in exchange for getting the one-time-only beta program price.
This might not be for you if you are not working in a private practice model and are not planning to in the future.
If you are in a related field but not a practicing therapist, let's talk before you sign up. You might get a lot from the course, but I want it to be a good fit. Just shoot me an email.
FAQ

Are you going to just tell me to increase my fees? What if I take insurance?
I can't tell you what to charge, and can't tell you how your ideal business should look. What I will do is guide you through a process that helps you answer those questions. You'll come away with a plan that doesn't require compromising your well-being (Can you say burnout?). The picture will not look the same for everyone, and that is totally ok.
The Deep Dive is not about learning how to charge as much as you can just for the sake of charging a high fee. It's about having a thorough and nuanced understanding of money in private practice and working from a place of integrity, depth, abundance, and truth.
Will this be live or self-paced?
The topics for the live Q& A calls will follow the order of the modules over a period of weeks, but you can watch the videos and do the worksheets at your own pace. You can go back and re-watch them as often as you'd like. I'll be in the private facebook group regularly to answer questions.
What if I'm not in practice yet?
If you are not practicing independently yet, there will still be loads of useful information in the Deep Dive. You'll be in a much better position for when you do start your own practice and can set up a strong foundation from the get-go.
If you are not interested in working in a private practice setting, or work in an agency where clients do not pay directly for their therapy, the business and clinical modules won't be as relevant. Try a personal finance course instead.
Are there CEUs?
At this time CEUs are not available. I'll be looking into that for future rounds of the course. My first priority is creating something that is going to be the most useful for you in all areas of your practice. Later I'll work on CEUS for the clinical aspects of the course.
What's the cost?
I'm still working out all the details, but the founders cohort will get a significant one-time-only reduced rate for the beta version of the course, plus lifetime access to the course material. If you apply what you learn, you'll earn back what you spend on the course many times over.
What's a beta program?
I've been teaching Money Matters classes and workshops live in Oakland, CA and am now bringing the course online. Because it's the first time in this format, I expect there will be a few kinks to work out. That's where you come in. You get to give real time feedback and influence how the course gets shaped.
What folks are saying

"The clinical information was so helpful. That blew my mind. The conversations (about fee) are still challenging, but are getting easier from having reflected on it with you in the training."
-Money Matters Deep Dive daylong workshop participant
"Dedicating time and space to addressing my personal relationship with money and my concerns about money in private practice was incredibly beneficial to my practice and my confidence. The workshop has given me a lot to think about and many resources to get a more solid grasp on my business finances."
- David Khalili, MFT
"This was extremely helpful! I was able to cathartically express feelings I have kept inside about money and my practice. I feel empowered and grounded!"
- EC, Money Matters in Private Practice class participant
Sign me up!
Registration for the founding cohort of the Money Matters Deep Dive online course will open later this fall.
Be the first to know!
Get on the Waitlist

Privacy Policy
Your privacy is important to Elizabeth Anne Wright, LMFT DBA: Annie Wright Psychotherapy. Please read this privacy notice carefully as it contains important information on who we are, how and why we collect, store, use, and share personal information, your rights in relation to your personal information and on how to contact us and supervisory authorities in the event you have a complaint.

1. Who We Are
Elizabeth Anne Wright, LMFT (doing business as Annie Wright Psychotherapy) collects, uses and is responsible for certain personal information about you.

2. Children’s Online Privacy Protection Act
This website and any products and services offered herein are not intended for persons under the age of 18. Annie Wright Psychotherapy does not knowingly collect information from anyone under 18 years of age. Annie Wright Psychotherapy prohibits children under the age of 18 from using all interactive portions of this website, including leaving any comments, filling out forms, or otherwise submitting information. Annie Wright Psychotherapy will not knowingly collect personally identifiable information from children under 18. If Annie Wright Psychotherapy learns it has any information or content from anyone under the age of 18, it will delete that information.

3. The Personal Information We Collect and Use

3a. Information Collected by Us
Annie Wright Psychotherapy may collect, use, and is responsible for certain personal information that you provide when you:
voluntarily sign up for newsletters and marketing e-mails,
sign up to receive free gifts,
order a service or product,
fill out any type of form, or otherwise contact Annie Wright Psychotherapy via an online form or e-mail.
The information collected may include:
your name,
your e-mail address,
your mailing address,
your phone number,
your message to us,
and/or your billing information.
You are not required to provide any personally identifiable information to merely access or visit this website.
www.anniewrightpsychotherapy.com does not respond to Do Not Track signals from your browser.
www.anniewrightpsychotherapy.com may collect domain information and “cookies” (small files saved on your hard drive by your web browser) to:
analyze website performance,
track user patterns,
save information from your previous visits, and
customize your experience.
We will ask for your consent to allow us to use cookies. www.anniewrightpsychotherapy.com or its third-party vendors may collect nonpersonal information through the use of these technologies. Nonpersonal information might include:
the browser you use,
the type of computer you use,
technical information about your means of connection to this website such as the operating systems and the Internet service providers utilized, and
other similar information.
www.anniewrightpsychotherapy.com’s systems may also automatically gather information about:
the areas you visit,
search terms you use on this website, and
the links you may select from within this website to other areas of the Internet.
If you are located in the European Economic Area (EEA), we are regulated under the General Data Protection Regulation which applies across the European Union (including in the United Kingdom) and we are responsible as controller of that personal information for the purposes of those laws.

3b. How we use your personal information
Annie Wright Psychotherapy collects such information in order to:
send newsletters and marketing e-mails,
deliver free gifts,
fulfill orders,
complete customer transactions,
deliver services and products,
answer correspondence,
oversee contests and promotions,
and improve website performance and customer service.

3c. Who We Share Your Personal Information With
Annie Wright Psychotherapy respects your privacy and will never sell, trade or transfer your personally identifiable information to third parties (beyond what is necessary for fulfilling customer or client transactions or for the basic functionality of an online service) without your consent.
We do, however, share your information with our third-party service providers:
MailChimp, our email newsletter and marketing email provider,
Stripe and WooCommerce, our payment processors,
Google, our email service and possible file-sharing service, and
Other third-party service providers we use includes: Dropbox, Simple Practice, Gravity Forms, WPEngine, GoDaddy, WordPress, Divi.
This data sharing enables us to:
send newsletters and marketing e-mails,
deliver free gifts,
fulfill orders,
complete customer transactions,
deliver services and products,
answer correspondence,
oversee contests and promotions,
and improve website performance and customer service.
Those third-party recipients are based outside the European Economic Area—for further information including on how we safeguard your personal data when this occurs, see Transfer of your information out of the EEA.
Annie Wright Psychotherapy may release personal information to enforce its Website Terms and Conditions of Use, other Terms and Conditions, manage its business, protect users or the general public, or to otherwise comply with legal obligations.
If you give Annie Wright Psychotherapy your permission, it may also use personal identification information for internal or external marketing and promotional purposes.
On occasion, Annie Wright Psychotherapy may collect personal identification information from you in connection with optional contests, special offers or promotions. Annie Wright Psychotherapy will share such information with necessary third parties for the purpose of carrying out the contest, special offer or promotion. We will ask for your consent to such disclosure and use of such information, prior to your participation in the contest, special offer or promotion.
We will not share your personal information with any other third party.

3d. Whether Information Has to Be Provided by You and Why
We do not require you to provide any personal data in order to merely access or visit this website. The provision of other personal data, such as your name, your e-mail address, your mailing address, your phone number, your message to us, and/or your billing information is requested only when required to enable us to send newsletters and marketing e-mails, deliver free gifts, fulfill orders, complete customer transactions, deliver services and products, answer correspondence, oversee contests and promotions, and improve website performance and customer service.

3e. How Long Your Personal Information Will Be Kept
We will hold your personal information only as long as we need it for business, contractual, legal, accounting, and/or tax reasons.

3f. Reasons We Can Collect and Use Your Personal Information
Annie Wright Psychotherapy collects and uses your personal information to further the following lawful bases:
Consent, our lawful basis for collecting and using your personal information when sending newsletters and marketing e-mails, delivering free gifts, improving website performance and customer service, overseeing contests and promotions, and answering correspondence.
Contract, our lawful basis for collecting and using your information when fulfilling orders, completing customer transactions, and delivering services and products.

4. Use and Transfer of Your Information Out of the EEA
This website is operated in the United States and third parties with whom we might share your personal information as explained above are also located in the United States. If you are located in the EEA or elsewhere outside of the United States, please be aware that any information you provide will be transferred to the United States. By using this website, participating in any of its services and/or providing your information, you consent to this transfer.
These countries do not have the same data protection laws as the United Kingdom and EEA. While the European Commission has not given a formal decision that such countries provide an adequate level of data protection similar to those which apply in the United Kingdom and EEA, any transfer of your personal information will be subject to relevant safeguards of the General Data Protection Regulation that are designed to help safeguard your privacy rights and give you remedies in the unlikely event of a misuse of your personal information.
If you would like further information, see “How to contact us” below. We will not otherwise transfer your personal data outside of the EEA or to any organization (or subordinate bodies) governed by public international law or which is set up under any agreement between two or more countries.

5. Your Rights
If you want to unsubscribe from receiving e-mails from Annie Wright Psychotherapy, you may do so at any time. Each e-mail from Annie Wright Psychotherapy includes instructions for unsubscribing from these e-mail communications. You can also unsubscribe at any time by emailing annie@anniewrightpsychotherapy.com.
If you are covered by the General Data Protection Regulation, you have a number of important rights free of charge. In summary, those include rights to:
Fair processing of information and transparency over how we use your use personal information
Access to your personal information and to certain other supplementary information that this Privacy Notice is already designed to address
Require us to correct any mistakes in your information which we hold
Require the erasure of personal information concerning you in certain situations
Receive the personal information concerning you which you have provided to us, in a structured, commonly used and machine-readable format and have the right to transmit those data to a third party in certain situations
Object at any time to processing of personal information concerning you for direct marketing
Object to decisions being taken by automated means which produce legal effects concerning you or similarly significantly affect you
Object in certain other situations to our continued processing of your personal information
Otherwise restrict our processing of your personal information in certain circumstances
You may also have the right to claim compensation for damages caused by our breach of any data protection laws.
For further information on each of those rights, including the circumstances in which they apply, see the Guidance from the UK Information Commissioner’s Office (ICO) on individuals’ rights under the General Data Protection Regulation, available at: https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/.
If you would like to exercise any of those rights, please:
E-mail, call, or write to us,
Provide us enough information to identify you (your name and email address),
Provide us proof of your identity and address (a copy of your driver’s license or passport and a recent utility or credit card bill), and
Provide us with the information to which your request relates, including order number if applicable.

6. Keeping Your Personal Information Secure
We have appropriate security measures in place to prevent personal information from being accidentally lost, used or accessed in an unauthorized way. We limit access to your personal information to those who have a genuine business need to know it. Those processing your information will do so only in an authorized manner and are subject to a duty of confidentiality.
We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable authorities of a suspected data security breach where we are legally required to do so.
Please note that any comments or information that you post on Annie Wright Psychotherapy’s website and on social media pages become public and third parties may use your information. Annie Wright Psychotherapy is not responsible for any unauthorized uses by third parties in such context. You disclose such information at your own risk.

7. Links to Other Sites
You may see advertising or other content on this website that links to the sites and services of our partners, suppliers, advertisers, sponsors, licensors or other third parties. Any products or services reached through a third-party link are subject to separate privacy policies. Annie Wright Psychotherapy is not responsible for or liable for any content on or actions taken by such third-party websites.

8. How to Complain
We hope that we can resolve any question or concern you raise about our use of your information.
If you are covered by the General Data Protection Regulation, you may lodge a complaint with a supervisory authority, in particular in the European Union (or European Economic Area) state where you work, normally live, or where any alleged infringement of data protection laws occurred.

9. Changes to This Privacy Notice
This policy is effective as of May 24, 2018. We may change, modify or update this Privacy Policy at any time and will notify you of any such changes by e-mail or postal mail.

10. How to Contact Us
If you have any questions or concerns about this Privacy Policy, the information we hold about you, or you wish to change your personal information in our records, please contact:
Elizabeth Anne Wright, Owner of Annie Wright Psychotherapy
at annie@anniewrightpsychotherapy.com or
2820 Adeline Street, Berkeley, CA, 94703

11. Do You Need Extra Help?
If you would like this notice in another format (for example: audio, large print, braille) please contact us (see “How to contact us” above).

On our Privacy Policy Page
Users are able to change their personal information:

By emailing us
By logging in to their account
How does our site handle do not track signals?

We honor do not track signals and do not track, plant cookies, or use advertising when a Do Not Track (DNT) browser mechanism is in place.

Does our site allow third party behavioral tracking?

It’s also important to note that we allow third party behavioral tracking

COPPA (Children Online Privacy Protection Act)

When it comes to the collection of personal information from children under 13, the Children’s Online Privacy Protection Act (COPPA) puts parents in control. The Federal Trade Commission, the nation’s consumer protection agency, enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children’s privacy and safety online.

We do not specifically market to children under 13.

Fair Information Practices

The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information.

In order to be in line with Fair Information Practices we will take the following responsive action, should a data breach occur:

We will notify the users via email

Within 7 business days
We will notify the users via in site notification

Within 7 business days
We also agree to the individual redress principle, which requires that individuals have a right to pursue legally enforceable rights against data collectors and processors who fail to adhere to the law. This principle requires not only that individuals have enforceable rights against data users, but also that individuals have recourse to courts or a government agency to investigate and/or prosecute non-compliance by data processors.

CAN SPAM Act

The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.

We collect your email address in order to:

Send information, respond to inquiries, and/or other requests or questions.
Process orders and to send information and updates pertaining to orders
We may also send you additional information related to your product and/or service.
Market to our mailing list or continue to send emails to our clients after the original transaction has occurred
To be accordance with CANSPAM we agree to the following:

NOT use false, or misleading subjects or email addresses
Identify the message as an advertisement in some reasonable way
Include the physical address of our business or site headquarters
Monitor third party email marketing services for compliance, if one is used.
Honor opt-out/unsubscribe requests quickly
Allow users to unsubscribe by using the link at the bottom of each email
If at any time you would like to unsubscribe from receiving future emails, you can

Follow the instructions at the bottom of each email.
Contacting Us

If there are any questions regarding this privacy policy you may contact us using the information below.

Private Practice Consultation
Deb Lyman, LCSW
510 594-4099
deb@deblyman.com

Terms & Conditions

You assume full responsibility for using the information on this site and you understand and agree that Deb Lyman, LCSW, Private Practice Consultation, and its affiliates are not responsible for any claim, loss, or damage resulting from its use by you or any user. Use of this site does not guarantee that you will earn a certain amount of money or gain a certain number of clients. Your success in your practice is influenced by a number of factors including the actions you take or don't take, and the market in which you are practicing.

While I try to keep the information on the site as accurate as possible, I disclaim any warranty concerning its accuracy, timeliness, and completeness, and any other warranty, express or implied, including warranties of merchantability or fitness for a particular purpose. If you find something in past posts that seems outdated or have questions please comment on that page or let me know at deb@privatepracticeconsultation.com

I do not collect credit card information, but I do collect emails and send periodic information that may be helpful. This will never be more often than once weekly. You may unsubscribe at any time. I will never give or sell your email to a third party.

I do not guarantee that the site will be error or virus free, though I use a secure web host. I provide access and links to other web sites for your convenience. Deb Lyman and Private Practice Consultation are not responsible for the
availability, accuracy, or content of those external sites.

Material on this site is protected by copyright law. Unless otherwise stated, users may print or download information from this site for personal, non-commercial use only, provided they identify the source of the material and include a statement that the materials are protected by copyright law.

Beyond personal use, permission to reprint or otherwise reproduce any document in whole or in part is prohibited, unless prior written consent is obtained from the copyright owner. You may seek this permission by contacting deb@privatepracticeconsultation.com

I wish you great success in building a nourishing, thriving practice.

The Money Matters Deep Dive

A Course to Help You Master Money Matters in Your Private Practice

Do you dread conversations about money?

I promise, you're not alone.

What's the course all about?

Module 1 Overview

Understanding the three money realms of private practice

Module 2 The Personal Realm: Getting Real About Your Money Story

Therapist, know thyself.

Module 3 The Business Realm: Getting Comfortable Being a Business Owner

Fees, policies, and systems, oh my!

Module 4 The Clinical Realm: Taking it Deeper

Making the most out of money issues

Bonuses

Yes, please!

Who is this for?

FAQ

Are you going to just tell me to increase my fees? What if I take insurance?

Will this be live or self-paced?

What if I'm not in practice yet?

Are there CEUs?

What's the cost?

What's a beta program?

What folks are saying

"The clinical information was so helpful. That blew my mind. The conversations (about fee) are still challenging, but are getting easier from having reflected on it with you in the training."

"This was extremely helpful! I was able to cathartically express feelings I have kept inside about money and my practice. I feel empowered and grounded!"

Sign me up!

Registration for the founding cohort of the Money Matters Deep Dive online course will open later this fall.
Be the first to know!