Check out the practice tools below
Access your  E-Guide

 Quadruple.

That's what this simple document did for my practice,

taking us to over $1M in revenue annually.

Care & Financial Plan Template

Download this beautifully designed, and highly functional excel template.


Created for easy customization

for your office, and for each client's unique recommendations, while presenting easy-to-understand financial plan options.

  • Saves time and maximizes office team efficiency
  • ​Decreases liability by automating patient transactions
  • ​Creates financial investment clarity and commitment
  • Allows for predictable monthly cash flow
  • ​​Improved patient compliance and results

Do you have a system that already works well for you?

Perhaps you're ready to add a new revenue stream........

have you ever struggled creating the

best care plan for your client?

Let's Simplify.

This document makes the process incredibly simple.

So simple, in fact - you'll wonder how

you've not found something like this before.

  • No programs to buy or install, no software integration needed
  • ​An easy-to-update excel document, accessible from any computer, tablet or phone
  • ​Monthly patient payments are auto-calculated with multiple payment options
  • ​Factors in insurance co-pays, cash fees, additional products or services and legal discounts
Our Journey

From busy insurance-heavy practices to new cash-only start-ups.

We've done it all, and learned a lot along the way.

I purchased a practice the day I graduated from chiropractic school, the ink hadn't even dried on my diploma. The practice I purchased was already amazing. Educational systems were in place for clients, and my team couldn't have been better advocates for chiropractic. My patients were amazing and loyal - even to a new grad who had little idea what she was doing running a business.


In spite of walking into an amazing practice, I realized very quickly that I had a few major shortcomings when it came to taking great care of my patients. It wasn't my adjusting technique - although that's come a long way, too. I realized more than anything - I didn't know how to design care plans customized on each client's needs and goals. I was taking a "one-size fits all" approach.....which was really a "one-size fits none" approach, because I wasn't giving realistic recommendations to anyone. 


My second shortcoming was my complete lack of confidence when it came to finances. I had no idea the value I was providing to my patients because I hadn't yet seen the impact it would have in their lives. I have no doubt patients could sense this, and instead of them beginning the care plans they needed, I we defaulted to a "pay by time" and "as needed" approach. Not my finest work.


I wasted a ton of time and money

[insert large $$ here - I don't know how much]
(coaching, programs, courses, software integrations)

In the end, I found that what I needed was actually very simple.

Is your answer "YES" to any of these questions?

  • Would you like a clear way to  present your care recommendations?
  • ​Are you interested in a systematic way to set up financial payments?
  • ​Would you like to make care more affordable without huge discounts?
  • ​Do you want more confidence and clarity in showing patients financial options?
  • ​Would you like to increase your expected recurring revenue each month?
The solution is simple....

Do you have a system that already works well for you?

Two options: buy this for all the bonuses (listed below), or

Perhaps you're ready to add a new revenue stream........

Included in this offer....
($1888 value)

Care Plan Template download ($497)

Get instant access to download this beautifully designed, and highly functional excel document.

Created for easy customization of each client's unique recommendations, while presenting easy-to-understand financial plan options.

Video Tutorial for easy training ($197)

While the excel spreadsheet is easy to edit with your office details, this video tutorial will walk you step-by-step through the process. In this recorded coaching session, I'll show you which fields to update, and which fields will auto-calculate, so you'll know exactly how to get started.

I'm not exaggerating when I tell you this is something you'll be able to use right away. This video training is also great for your team to watch - as they'll easily be able to create these forms for each new client.

Care Plan Presentation ($197)

Not sure how to confidently present your care plan recommendations? How do you describe your care instructions, short and long term goals, and financial investment? This video demonstration will give you an authentic example that you can work toward in your own practice to improve the compliance of new clients beginning care and their retention. It's essentially a second coaching session not just on how to use the download, but how to communicate it's information with your client.

New Practice Member E-Mails ($997)

This series of 8 emails is a great way to slowly introduce your new practice members to your office and culture. Created in Mailchimp, these emails are simple to edit with your logos, images and practice details. 

1. Welcome to the Practice

2. How to Receive A Great Adjustment

3. What is Subluxation?

4. What Causes Subluxation?

5. Realistic Expectations

6. Nutritional Supplements

7. Neck, Chest and Upper Back Stretches

8. Low Back and Leg Stretches

You've got nothing to lose.

get started with a better system today.

$1888 value

ONLY $37

As a former practice consultant, I've used not only successfully used this template in my own office over the years, but coached many other office to do the same. This one tool was perhaps the most often missing "piece of the puzzle" that helped struggling offices get on their feet, and successful practices scale their profits, patient retention and client results.


I'd love for your practice to be next.

You've got nothing to lose!

Everyday@LifeRefined.com - All Rights Reserved | Copyright 2019