Know your numbers.

Build your practice.

A six-sheet workbook and accompanying financial Google spreadsheets that takes you from pricing to profitability with no finance background required.

THE PROBLEM:

DPC launches can stall because the math was never done.
You know DPC is the right model. You've listened to the podcast, you've talked to other physicians, but when it comes time to write down actual numbers, it gets murky. What should you charge? How many members do you need? When will you stop losing money every month?

The hardest part of launching DPC isn't clinical, it's sitting down with a blank spreadsheet and having no idea where to start. This toolkit gives you the structure so you can focus on the decisions, not the formulas.

WHAT'S INSIDE
SIX SHEETS.
Each one answers a question
you're already asking.
Pricing Calculator

Begin with a complimentary 30-minute session to discuss your unique relationship goals and create a tailored coaching plan.

Break-Even Calculator

Master the art of meaningful conversation with practical tools to express needs clearly and resolve conflicts productively.

Startup Budget Planner

Heal from betrayal through a structured approach to process hurt, rebuild security, and create a stronger relationship foundation.

Panel Growth Simulator

Reconnect physically and emotionally by addressing barriers to intimacy and learning to express vulnerability and desires authentically.

Pricing Benchmarks

Start your marriage with confidence by aligning expectations and developing skills for a lasting, fulfilling partnership.

Dashboard

Strengthen an already good relationship with monthly sessions providing fresh perspectives and strategies for growth.

Built with real DPC benchmarks.

Reference data from National Benchmarks built into the tables. 

The right tool at the right stage.

THIS IS FOR YOU IF... 

  • You're planning a DPC launch in the next 1–2 years 
  • You're already running DPC and want a clearer financial picture 
  • You've never built a financial model before 
  • You want to share clean numbers with an advisor or partner 
  • You're unsure what to charge or how to structure tiers


THIS MAY NOT BE THE RIGHT FIT IF... 
- You want a full accounting or tax tool 
- You need multi-physician or group practice modeling 
- You're looking for legal or compliance guidance

HOW IT WORKS
Start at Sheet 1. Work in order.
Every yellow cell is an input. Everything else calculates automatically. 

Sheets pull data from one another so if you change your pricing, every downstream number updates instantly. 

Works in Excel or Google Sheets. No plugins, no installs. Shareable with a financial advisor and the color coding makes the logic easy to follow for anyone. 

Update it monthly once you're live. The Break-Even and Dashboard sheets double as ongoing monitoring tools.
Before you purchase.
Common questions!
  • Do I need a finance background to use this?
    No. The manual walks you through every sheet, every input, and what each output means. If you can enter a number into a cell, you can use this toolkit.
  • My break-even number seems really high. Is something wrong?
    Usually not. A high break-even is a signal to review your pricing or overhead — not to abandon the plan. The Break-Even sheet includes a "Required avg. member price" output that helps you work backwards from a realistic panel size.
  • Can I use this if I'm already running a DPC practice?
    Yes. Replace the default inputs with your actual numbers. The Break-Even and Dashboard sheets work especially well for ongoing monthly monitoring of a practice already in operation.
  • What format does this come in?
    You'll receive a downloadable Google sheet that you can download as an .xlsx file that works in both Excel and Google Sheets. The user manual is included as a separate PDF to go along with the sheets.

MY DPC STORY SPECIAL

Only $47

52% OFF

Usually $97

The Lean DPC Financial Toolkit
Instant download. Works in Excel and Google Sheets.
This toolkit is an educational resource designed to help physicians think through the financial structure of a Direct Primary Care practice. 

It is not financial, legal, or tax advice. Consult a qualified professional before making significant financial decisions. 

2026 My DPC Story LLC
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You're one step closer in transforming your DPC Financial Future.

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  • 1xThe Lean DPC Financial Toolkit$47
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