2024 Q4 Ultimate Planner Bundle

$49.00$297.00

Take Control of Your Schedule and Elevate Your Advocacy Practice with The Ultimate Patient Advocate Planner!

As a busy independent patient advocate, mastering your calendar is essential to maintaining a sustainable and profitable practice. That’s why I created The Ultimate Patient Advocate Planner—designed specifically for the unique challenges of advocacy work. This is the same planner I personally use to keep my days organized, focus on my top priorities, and grow my advocacy business.

Whether you’re managing clients, meetings, or self-care, this planner has everything you need to stay focused and achieve your goals. It’s time to streamline your workflow and create the business you’ve always dreamed of—without burnout.

What You’ll Get:

  • Daily Pages with sections for top 3 priorities, meetings, self-care, water intake, and gratitude
  • Weekly Overviews to plan your week ahead, prioritize tasks, and track progress
  • Quarterly Vision Planning to set actionable 90-day goals and bring your long-term vision to life
  • Personal & Professional Balance with space for personal reflections, random thoughts, and must-do actions
  • Self-Care Focus that integrates daily affirmations, exercise tracking, and personal goals into your routine

BONUS: Get my expert tips on how to use the planner to its fullest potential, ensuring you never miss a deadline or client meeting again!


Who Is This For?

Independent patient advocates who:

  • Juggle multiple clients and complex cases
  • Struggle with staying organized and maximizing productivity
  • Want to achieve better work-life balance
  • Are ready to streamline their workflow and grow their practice

Ready to Take the Next Step?

Get your copy of The Ultimate Patient Advocate Planner and transform your day-to-day practice today!

Digital Download Price: $49
**PLEASE NOTE** This is a DIGITAL DOWNLOAD ONLY! – You WILL NOT receive a printed & bound planner!


Upgrade Your Experience with a Personalized Planning Session

Want to dive deeper and get personalized guidance on how to maximize your planner? Book a 1-hour Strategy Session with me! Together, we’ll customize your planner to fit your unique needs, map out your goals, and create a tailored action plan to ensure success.

Planner + 1-Hour Strategy Session Price: $346