Yes —this is exactly who we made this for, especially if you’re:

• Busy but unsure if you’re truly profitable 

• Making good money but not building long-term wealth

• Fully booked but you're still feeling financial pressure

• Avoiding looking at your numbers

This retreat is for practitioners who want clarity, not just income.

Whether you are a Physio, Osteo, Chiropractor, Naturopath, Athletic Therapist, Massage Therapist, MFS therapist,  Psychology professional, Counsellor, Coach, Yoga/Pilates instructor, Personal Trainer etc, and you are self employed in some capacity - this is for you!

You won’t be asked to publicly disclose numbers.

This space is built for intelligent professionals who were never formally trained in finance — not for shaming.

Most practitioners are further behind than they want to admit. 

You won’t be the outlier. 

Money is a skill - and we are here to help you learn this skill so you never have to feel bad about your money situation again.

No.

This is an independent, practitioner-led educational experience. We are not affiliated with any wealth management firms or banks.

The purpose of this retreat is to help you build clarity, confidence, and structure — so you understand your numbers and can take meaningful action yourself.

There are no advisory sales funnels or investment product promotions built into the event.

Financial professionals absolutely serve an important role. This retreat simply ensures that, if and when you choose to work with one, you do so from an informed and empowered position.

This is a live event and all speakers will be live on April 25-26th, 2026 from 11am-3pm EST (Toronto/New York)

You will also have access to the recording for 90 days after the event in case you aren't able to attend the whole retreat.

Yes.

The technology component is about strategic simplification — not technical expertise.

You will not be building funnels, coding, or navigating complicated platforms. We focus on understanding where small structural adjustments can save hours each week.

This is about reducing chaos, not increasing it.

Most practitioners were trained to generate income — not to build wealth.
We’re correcting that.

We’ll explore:

• How investing actually works (without jargon or intimidation)
• What retirement truly means for a self-employed practitioner
• How to structure your income so it builds long-term wealth — not just covers expenses
• The difference between earning well and building well

This is about designing a future where your practice supports your life — not the other way around.

This is long-term sovereignty, not just short-term cash flow.

By the end of these two days, you will not just have information — you will have decisions.

You’ll leave with:

• A precise understanding of where your practice actually stands financially
• Clear visibility on what’s leaking time, energy, and profit
• 3–5 strategic moves that meaningfully shift your trajectory
• A focused 90-day plan grounded in implementation — not intention
• A calmer, more confident relationship with your numbers

Not hype.
Not overwhelm.
Not another binder of ideas.

Clarity. Direction. Momentum.

Due to the nature of the live event and 90 day access to recording or materials post event, tickets are non-refundable.

Absolutely. You can reach us at [email protected] at any time!