In order to get your practice to the next level…
You can’t keep operating as only a clinician anymore.
That’s not a criticism.
It’s a natural transition point.
The skills that helped you start and fill your practice aren’t the same ones that make it profitable or sustainable.
At this stage, your business needs you to step into a new role: business owner.
That shift is what moves you from:
Hustling for clients → Attracting them consistently
Doing everything yourself → Delegating and automating
Guessing → Growing with strategy
What got you here worked.
It just won’t get you where you’re going next.
And that means you’re ready.
We Take a Clinical Approach to Your Business
As a clinician, you don’t guess your way through treatment.
You assess. You diagnose. You create a plan — based on this client, this situation, this goal.
Your business deserves the same level of care.
But most practice owners were never taught to treat their business that way.
So instead of strategy, they rely on:
- Advice that worked for someone else
- Random tactics they’re “supposed” to try
- And a lot of mental gymnastics just to decide what to work on next
That’s why it feels overwhelming — not because you’re doing it wrong, but because there’s no clear diagnosis.
Inside Next Level, we treat your business the way you treat your clients.
We:
- Assess what’s really happening inside your practice
- Identify the true bottlenecks (not just the loudest problems)
- Create a strategic plan based on your goals, numbers, and capacity
- Support implementation, so you’re not left to figure it out alone
This isn’t about adding more tactics.
It’s about focusing on the right moves — in the right sequence — for your business.
That clarity changes everything.
I didn’t need more ideas. I needed clarity — and help turning my ideas into something that felt profitable and sustainable for me.
Next Level helped me see what actually mattered in my business, and everything immediately felt lighter.
— Caitlin Zeien, M.A., CCC-SLP Owner, Socially Minded Therapy
Get Our Eyes on Your Business
You don’t need more ideas.
You don’t need a course.
And you definitely don’t need to keep guessing.
What you need is experienced, strategic eyes on *your* business —
so you can stop carrying every decision alone.
Inside Next Level Private Practitioner, we don’t hand you a framework and wish you luck.
We actually look at:
- Your goals (personal & professional)
- Your numbers
- Your capacity and life constraints
- What’s working — and what’s quietly draining you
Then we help you decide:
- What matters right now
- What can wait
- And what’s no longer worth your energy
This is where the noise drops away.
Instead of constantly wondering:
“Why am I working all the time but still not paying myself what I want?”
“Where is all the money going?”
“Why does running the practice take so much time — even when I’m ‘off’?”
“Why does everything still depend on me?”
“What am I missing?”
“How do I sustain this and do it the right way?”
It’s time for strategy to replace stress.
Because when someone who understands private practice — and the season you’re in — is thinking alongside you, that kind of support changes everything.
How Next Level Private Practitioner Works
Next Level is a 6-month guided business strategy and implementation experience.
That means you’re not dropped into a curriculum and told to “figure it out.”
And you’re not expected to know what to focus on first.
Instead, we start by slowing things down — so you can move forward with intention.
We Look at Your Business — Together
You begin by completing a detailed onboarding that looks at:
- Your income and expenses
- Your schedule and capacity
- Your goals (financial and lifestyle)
- Where things feel heavy, messy, or unsustainable
This is how we’ll understand what’s actually happening inside your practice and how it’s impacting your life.
You Get a Personalized Business Growth Plan
Based on that information, we create a clear, prioritized business growth plan for you.
Not everything.
Not forever.
Just what matters now.
Your plan shows you:
- What to focus on first
- What to stop worrying about
- What can wait
- And how to move forward without adding more chaos
This is where the guessing stops.
Support You as You Implement
A plan only helps if you can actually follow through — within your real life.
That’s why Next Level Private Practitioner includes:
- Ongoing strategic support
- Space to ask questions as things come up
- Help thinking through decisions before they spiral
Get the support you need to finally have your business support your life.
Based on that information, we create a clear, prioritized business growth plan for you.
Not everything.
Not forever.
Just what matters now.
Your plan shows you:
- What to focus on first
- What to stop worrying about
- What can wait
- And how to move forward without adding more chaos
This is where the guessing stops.
Two Ways to Experience Next Level
Everyone inside of Next Level Private Practitioner receives custom business strategy and support.
The difference is how closely you want Jena involved.
Gold: Guided Strategy & Implementation
Gold is for practice owners who want:
- Clear direction
- A personalized plan
- Ongoing strategic support
- And reassurance they’re focusing on the right things
You’ll receive:
- Your personalized business growth plan
- Business strategy + implementation support
- Access to tools, templates, and resources as you need them
- Support from Jena’s experienced team
Gold gives you clarity, structure, and momentum — without figuring it out alone.
Platinum: Direct Consulting with Jena
Platinum is for practice owners who want:
- Faster decisions
- Deeper nuance
- And Jena’s eyes directly on their business
Platinum includes everything in Gold, plus:
- Private strategy time with Jena
- Direct guidance on complex decisions
- Personalized consulting as your business evolves
If you want someone to help you think through the hard calls, Platinum is that room.
Start Where You Are
It’s common to begin in Gold and move into Platinum later.
When you upgrade, your Gold investment is applied — no double paying.
Choose the support that feels right now, knowing you can adjust as you go.
Choose Your Level of SupportWhat You Can Expect Over the Next Six Months
Not overnight transformation.
Not a totally different life.
But real, meaningful shifts in how your business runs — and how it feels to carry it.
By the end of Next Level, most members experience:
More Money That Actually Makes Sense
- A clearer understanding of where your money is going — and why
- Pricing, rates, or reimbursement that better reflect your time and expertise
- The ability to pay yourself more without working more hours
- Fewer financial surprises and less constant money stress
Not because you hustled harder — but because the business is structured better.
“Jena. My December and January were RECORD financial months!”
Jodie Wallis, Owner of Flourishing Kids Therapy
More Time — and Fewer Decisions
- Fewer nights and weekends spent “catching up”
- Clear priorities instead of a running mental to-do list
- Systems that reduce the number of decisions you make each day
- A schedule that protects your energy instead of draining it
You stop feeling like everything depends on you remembering one more thing.
“Probably best of all, I have been taking weekends off, which I haven’t done since I started my business three years ago.
That's probably been the biggest positive change since joining Next Level.”
Jodie Wallis, Owner of Flourishing Kids Therapy
A Business That Doesn’t Live Entirely in Your Head
- Clear processes for the parts of your practice that used to feel messy
- Less re-explaining, re-doing, and re-deciding
- Support — whether that’s systems, tools, or people — that actually helps
The business starts to feel more stable… and less fragile.
Confidence in Your Decisions as a Business Owner
- Knowing what to focus on — and what to ignore
- Making changes without spiraling or second-guessing
- Feeling grounded in why you’re making a move, not just reacting
You don’t have to wonder if you’re “doing it right” anymore.
A Practice that Serves Your Life
- More control over your time and capacity
- A clearer picture of what “enough” actually looks like for youA business that supports the life you want — not one you have to recover from
This is what sustainable growth actually feels like.
This is what it looks like when your practice finally works for you.
Why Jena
A non-judgmental, real-world approach to business strategy — grounded in seeing behind the scene of thousands of practices.
I’ve been in this field for nearly 20 years — first as a licensed clinician, private practice owner and later as a private practice coach, consultant and growth strategist to SLP and OT private practice owners.
But what truly shapes how I do this work isn’t just my own practice.
It’s the fact that I’ve spent years behind the scenes of thousands of private practices — seeing what actually works, what quietly breaks things, and what most people are trying to fix the wrong way.
I’ve seen:
- Practices that look successful on the outside but feel exhausting to run
- Owners who are working nonstop and still can’t pay themselves what they want
- Smart, capable clinicians who assume they’re the problem — when it’s really the structure
And I want to be very clear about something:
I don’t believe you’re doing anything wrong.
Most practice owners are doing the best they can with the information, support, and resources they have.
They’re not failing — they’re just trying to grow without a clear strategy, while carrying everything themselves.
That’s why my approach is intentionally non-judgmental.
There’s no “you should have known this.”
No shame around money, time, or decisions.
Just a clear look at what’s happening — and thoughtful guidance about what to do next.
Next Level Private Practitioner isn’t built on trends or hustle.
It’s built on patterns I’ve seen repeat — again and again — across real practices, real numbers, and real lives.
My role isn’t to push you harder.
It’s to help you think more clearly, decide more confidently, and build a business that actually supports you.
If your practice feels heavier than it should —
and you’re ready for a calmer, more sustainable way forward —
Let’s work together.
What Happens When You Stop Guessing
One member’s Business Health Assessment progress after just 3 months inside Next Level.
What Clarity Actually Feels Like Inside of Next Level
Choose Your Level of Support
Next Level is a 6-month guided business strategy and implementation experience.
Everyone receives:
- A personalized business growth plan
- Clear priorities
- Ongoing strategic support
- Help thinking through decisions as they come up
- The difference is how closely you want Jena involved
Gold — Guided Strategy & Implementation
Gold is for private practice owners who want clarity, structure, and support — without needing 1:1 consulting.
This is the right fit if you want:
- A clear plan for what to focus on (and what to stop stressing about)
- Confidence that you’re making smart business decisions
- Strategic support without having to figure it out alone
Gold includes:
- Your personalized business growth plan
- Guided Strategy Sessions
- Support from Jena’s experienced team
- Access to tools, templates, and resources as you need them
- Community support and guided accountability
Gold gives you direction and momentum — without adding more to your plate.
Investment:
$1,997 or 6 payments of $397
Platinum — Direct Consulting with Jena
Platinum is for practice owners who want deeper access, faster decisions, and Jena’s eyes directly on their business.
This level is ideal if you want:
- Nuanced guidance on complex decisions
- Help thinking through high-impact moves
- Ongoing perspective as your priorities shift
Platinum includes everything in Gold, plus:
- A private 60-minute Business Strategy Session with Jena
- Two 30-minute Decision Support Sessions for real-time guidance
- Access to monthly Strategy Rounds for ongoing consulting and nuanced decision-making
This is not about more calls.
It’s about having experienced consultation available when decisions matter.
Includes private consulting & Strategy Rounds
Work Directly With JenaStart Where You Are
Many members begin in Gold and upgrade to Platinum later.
If you decide to upgrade, we’ll apply what you’ve already invested.
There’s no “right” choice — just the level of support that fits you right now.
