Steal My 2026 Planning Process

The new year is here, which means I’m back from maternity leave and diving into ALL things 2026 planning!

Annual planning as a private-practice therapist isn’t about being rigid. It’s not about getting every detail perfect. It’s about stepping into CLARITY. When you’re crystal clear on what matters and what you’re capable of, you will create a business and life that feels aligned!

A little bit of intentional planning now saves you from a whole lot of chaos later.

In this episode, I cover:

1. How to start with your “big rocks” to map out your priorities
2. The importance of planning life before business & allowing room for flexibility
3. How to honestly assess your capacity
4. Using the SMART framework to set goals
5. The power of breaking your goals into smaller milestones throughout the year

Connect with Kelly:

1. Follow on Instagram @businessoftherapy and @sitwithkelly
2. Check out the Business of Therapy website

Make sure to hit follow/subscribe so you never miss an episode!

Resources & Links:

1. This episode is sponsored by Alma, the financially rewarding way to go in-network
2. I recommend setting up an intro call scheduler within Jane - use code: KELLY2MONTH for a 2-month grace period
3. Private Practice Academy Bundle (PPA)
4. Reels Membership
5. Business Coaching Waitlist
6. Free training
7. Caption Guide

Mentioned in this episode:

FREE Training: How to Market & Grow Your Private Practice on Instagram