Money & Mindfulness: Building a Sustainable Therapy Practice

Therapists are trained to hold space for healing — but most of us were never taught how to hold space for our business finances.

This interactive 2-hour workshop will help you build confidence with money, demystify the financial side of running a therapy practice, and leave you with a personalized financial plan you can actually use.

You’ll learn directly from Brianna Weatherspoon, BS, MS (Accounting & Finance) — founder of Spoonful Financial Services, with more than a decade of experience in financial operations, bookkeeping, tax preparation, and strategic support.

What makes this workshop unique:

• Expert guidance from a finance professional who understands the realities of private practice.
• Workbook provided with worksheets, checklists, and templates you’ll use during and after the workshop.
• Small group format (capped at 15) ensures personalized attention and Q&A.
• Coffee, tea, and light refreshments provided so you can focus fully on the learning.

Through slides, discussion, and workbook activities, we’ll cover:

• Money Mindset: Shift unhelpful money narratives into sustainable reframes.
• Mini Business Plan: Define your services, fees, and income goals with clarity.
• Chart of Accounts: Track income and expenses in a simple, organized way.
• Rate-Setting Formula: Learn how to confidently calculate your fee based on your real costs and goals.
• Business Structures & Taxes: Understand Sole Prop, LLC, and S-Corp basics.
• Quarterly Taxes & Profit Split: How to set aside money for taxes, savings, expenses, and pay.
• Retirement & Benefits: SEP IRA, Solo 401k, Roth IRA, health insurance, and more.
• Action Plan: Walk away with your session rate, tax savings % target, profit split, and one concrete money mindset shift.

You’ll leave with more than just information — you’ll have a clear plan in hand for making your practice financially sustainable.

• Professional-grade support at an accessible cost: Accountants and tax advisors often charge $150–$300/hour. Here, you get 2 hours of teaching plus personalized Q&A and a workbook for less than half of that.
• Concrete takeaways: You’ll leave with a financial plan, a workbook full of resources, and practical next steps.
• Confidence with money: No more dreading tax season, fee-setting, or answering “what’s your rate?” You’ll gain clarity and peace of mind that directly impacts your practice.
• Better client care: A financially secure therapist is a better therapist. This workshop isn’t just about money — it’s about supporting your long-term well-being and your clients’.

• Early Bird Registration (by October 15): $95
• Standard Registration: $115
• Equity Spots: $65 (limited availability for those who need them)

Your registration helps cover facilitator fees, workbook materials, and refreshments. Any funds raised beyond operating costs go directly into a pool to make future offerings more accessible.

Brianna Weatherspoon is the founder of Spoonful Financial Services, where she helps small business owners and wellness professionals build sustainable, stress-free practices through clear financial systems and compassionate money guidance. With more than a decade of experience in finance and accounting, including overseeing multi-million-dollar construction projects, Brianna now brings that same level of clarity and structure to therapists and healers so they can feel confident in their business finances.

Brianna is currently pursuing her CPA license while expanding into tax advisory services. Her passion is making finances less intimidating by breaking them down “one spoonful at a time,” empowering therapists and wellness professionals to focus on what they do best: caring for others.

Outside of work, Brianna enjoys volunteering, meditating, and spending quality time with her family, friends, and her Yorkipoo, Teddy.

Host or Publisher Longmont Care Circle