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Q4 Business Development: Pay Yourself Like You Matter: Wrap Up 2026 & Plan a Steadier 2027 for Your Wellness Business

December 15, 2026 12:00 PM - 1:00 PM (CST)

Description


Pay Yourself Like You Matter: Wrap Up 2026 & Plan a Steadier 2027 for Your Wellness Business 

You got into this work to help people, not to stare at bank statements wondering whether you can afford next month. If your business and personal money blur together, or your income rises and falls with the seasons, you're not alone.

This hands-on session is a chance to pause before the new year and get clear. Together, we'll review how your business did in 2026, figure out what you're truly earning for your time, and map out a simple way to have more consistency in 2027.

Bring a pen and your rough numbers (estimates are welcome). You'll walk away with a one-page plan and clear next steps.

Disclosure statement:

Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment adviser. CreativeOne Wealth and Whole Wealth are unaffiliated entities. Licensed Insurance Professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with or endorsed by any government agency. This presentation is for informational purposes only and should not be construed as a recommendation or advice for your particular situation.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.

Erica Rice bio:

Erica Rice, MBA, is the founder of Whole Wealth and creator of the Well-Wealth Method, a holistic approach to financial planning. Her path into this work began with a personal health wake-up call that showed her how closely stress, health, and money are connected. Today, as a licensed financial professional with more than a decade of experience in finance and accounting, she helps wellness professionals and families align their money with their values, offering honest, approachable guidance designed around real life. She especially enjoys working with wellness business owners who are managing variable income and looking for a clearer way to pay themselves and plan ahead.


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Contact Information

Small Changes Big Shifts Co.
Name: Bayleigh Soza
Phone: (913) 521-4154
Email: bayleigh@smallchangesbigshifts.com
Details: Co-Hosts: -Carrie Blubaugh | listeningworks.carrie@gmail.com -Mariam Farah | mariamfarah8@gmail.com
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