The CEO Planner

If you’re stuck in the weeds of your group practice, constantly reacting instead of leading—this planner is for you.


Designed specifically for practice owners, this tool helps you carve out time for strategy, clarity, and sanity so you can run your business instead of it running you.

In this freebie, you’ll get:

  • A weekly layout to align your tasks with your leadership goals

  • Prompts to clarify your priorities, not just your to-dos

  • Space to reflect on wins, challenges, and growth opportunities

  • Tools to balance CEO time with client care and team needs

  • A structure to prevent burnout while still moving forward

  • Guidance on setting boundaries with your time and energy

  • A CEO-focused workflow to help you lead with intention every week