Health & Wellness Practice Assessment Questions
Assess Your Practice Strategy & Define Your Growth Goals Before Your Next Business Review
Stop Guessing on Direction. Start Building an Intentional Health & Wellness Practice.
"ELLA RIVKIN IS ONE OF THE NATION'S LEADING FULL-SERVICE ACCOUNTANT EXPERTS AND HEALTH, LIFE AND BUSINESS COACH."
As seen in
Your Practical Guide to Smarter Financial Planning
Designed specifically for health and wellness professionals, the Health & Wellness Practice Assessment Questions toolkit provides a powerful framework to evaluate your leadership style, audit what is and isn't working in your business, map out 1-to-5-year growth goals, and delegate tasks effectively.
What awaits you inside?
Inside, you'll find key items to review, questions to consider, and topics to discuss with your qualified tax professional.
01
Comprehensive Leadership & Operations Assessment
A detailed questionnaire covering your leadership style, long-term vs. short-term planning strategies, client expectations, unique service differentiators, and methods for tracking business performance.
02
Growth Goals & Vision Brainstorming Framework
Structured prompts to help you define how you want your business to look and grow over one, three, and five years, along with actionable steps to turn your vision into reality.
03
S.M.A.R.T. Goals & Financial Impact Matrix
A dedicated goal-setting worksheet designed to translate your growth objectives into Specific, Measurable, Achievable, Relevant, and Time-bound targets complete with action steps, measures of success, and financial impact.
04
Business Delegation & Accountability Worksheet
An operational delegation template that defines employee expectations, project deadlines, resource access, and managerial support roles using the MOCHA framework.
05
Team Collaboration & Review Protocols
Guided guidelines to discuss assessment discoveries with your mentoring team, schedule accountability meetings, and establish review progress frameworks (from early on to the back end).
Who is
Ella Rivkin
My name is Ella Rivkin, and for over 27 years I've been helping business owners and professionals take control of their money, business, and life.
I'm the founder of ERPS Group, and my true passion is helping people achieve their personal, professional, and financial goals, not just with words but with practice. I believe financial freedom begins with understanding—knowing exactly how your money works and how to use it to your advantage.
Over the years, I've helped thousands of clients reduce their tax burden, organize their finances, build the right structure, and take their businesses to new levels of income, including seven-figure figures.
My approach is strategic and personal. I don't just "do taxes." I look at the whole picture: your business, your life today, and your goals for the next 1, 5, and 10 years—and I help you build a system that truly works.
My guiding principle is "Everything is in your hands." I sincerely believe that everyone has the power to change their financial future if they have the right tools, strategy, and support.
If you're tired of working yourself to the bone and want to start building your life and business consciously, with clarity and confidence, you've come to the right place.
Who is
Ella Rivkin
My name is Ella Rivkin, and for over 27 years I've been helping business owners and professionals take control of their money, business, and life.
I'm the founder of ERPS Group, and my true passion is helping people achieve their personal, professional, and financial goals, not just with words but with practice. I believe financial freedom begins with understanding—knowing exactly how your money works and how to use it to your advantage.
Over the years, I've helped thousands of clients reduce their tax burden, organize their finances, build the right structure, and take their businesses to new levels of income, including seven-figure figures.
My approach is strategic and personal. I don't just "do taxes." I look at the whole picture: your business, your life today, and your goals for the next 1, 5, and 10 years—and I help you build a system that truly works.
My guiding principle is "Everything is in your hands." I sincerely believe that everyone has the power to change their financial future if they have the right tools, strategy, and support.
If you're tired of working yourself to the bone and want to start building your life and business consciously, with clarity and confidence, you've come to the right place.
Download now and get exclusive access!
ERPS Group LLC
800 SE 4 Avenue, Ste 707 Hallandale Beach, Florida, 33009, (954) 255-3848
