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Financial Health Assessment
for Health & Wellness Businesses
For Revenue-Generating Wellness Businesses
You are generating revenue.
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You are serving clients well.
But if someone asked you right now:
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What is your true profit margin?
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How much can you safely pay yourself?
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How many months of runway do you actually have?
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Are your offers equally profitable?
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Are you properly reserving for taxes?
Would you know the answers without guessing?
Revenue is a vital sign.
It is not a diagnosis.
This Assessment gives you the full financial picture.
Who This Is For
This is for wellness professionals who:
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Are already generating consistent revenue
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Feel financially uneasy despite growth
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Want structure, not motivation
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Value data and thoughtful decision-making​​
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This is not for brand new businesses.​
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This is for owners who are ready to see their business clearly.
What This Actually Is
This is not bookkeeping cleanup.
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This is not generic advice.
This is a structured financial evaluation of your business.
Think of it as a full metabolic panel for your business finances.
We analyze your numbers across the past 12-24 months to determine:
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Normalized net profit margin based on your reported financials
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Owner pay percentage
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Expense ratios by category
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Cash runway in months
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Estimated tax exposure based on current profit trends
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Revenue consistency and seasonality
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Offer-level profitability analysis when revenue and direct costs are tracked by offer
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You receive a written Financial Health Summary outlining:
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What is stable
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What is vulnerable
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Where margin is leaking
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What needs immediate correction
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What can wait
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Where strategic opportunity exists
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Then we walk through it together.
What You Walk Away With
After this Assessment, you will know:
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A clear picture of how profitable your business currently is
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Whether your current owner pay is sustainable.
How much runway you truly have.
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An estimate of your current tax obligation based on profit trends
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Which offers appear financially efficient based on available data
Where your financial blind spots are.
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Clarity replaces anxiety.
Data replaces guessing.
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What This Is Not
This is not about shame.
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This is not about being “bad with money.”
Most wellness businesses do not have a revenue problem.
They have a clarity problem.
And clarity is solvable.
Investment
One-time payment of $375​
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If you choose to move into Healthy Income Strategy, this fee is credited toward the full program investment.
Because strategy should only be built on real numbers.
Why Start Here
You cannot design a healthy income plan on assumptions.
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You cannot confidently grow without knowing your margins.
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You cannot sustainably pay yourself without understanding your cash position.
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Before strategy comes structure.
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Before growth comes clarity.
Frequently Asked Questions
Do I need perfectly organized books?
Your books need to be reasonably current. If they are significantly behind or inaccurate, cleanup may be required first.
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Is this ongoing advisory?
No. This is a one-time structured analysis. Ongoing advisory is available separately with the Healthy Income Strategy.
How long does it take?
Data collection is typically completed within 1–2 weeks. Review follows immediately after analysis.
Will this tell me if I should change my offers?
It will show you which offers are financially efficient and which are not. Strategic implementation decisions happen in Healthy Income Strategy.
The Next Step
If you are generating revenue but unsure what is actually working financially, this is the starting point.
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Financial clarity is an act of respect for the business you’ve worked hard to build.
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Apply for your Financial Health Assessment below
Please note: The Financial Health Assessment is a strategic financial analysis based on your reported financial records. It is not tax advice, tax preparation, or audited financial review. For tax filing and compliance, please work with a qualified tax professional. Services are limited to U.S.-based businesses.