are you a
licensed medical practitioner,
functional medicine practitioner
or health coach who wants to
protect your practice
and expand your reach online?

You may be wondering…

 

How can I work with
clients without
“practicing medicine”?

 

 

What shouldn’t I
say or do
to stay safe?

 

 

How can I offer online
health coaching without
getting in trouble?

 

 

What kind of
title
should I use?

 

 

How should I
organize my
business
structure?

 

 

How can I
safely offer
online courses?

 

 

What type
of insurance
do I need?

 

 

When do I
have to
follow HIPAA?

 

 

How can I include
lab tests
and supplements?

 

and so much more.

You’ve seen other practitioners taking
their practices online and you’re
scratching your head wondering

 

“How can I do that too?”

and

“How can they practice online without getting in trouble?”

 

There’s a lot of conflicting information out there.

 

I want you to know the safe and smart way
to work with more people across the country – or even the world.

.

as a licensed medical practitioner,
functional medicine practitioner
or health coach
it’s critical to get legally clear
so you can feel safe, secure
and confident in the online space.

 

Don’t just wing it or guess if you’re doing it right.

You could
violate licensure laws
or draw unwanted attention to yourself.

That’s a risky mistake!

 

we’ve created a fast-track
to deep dive into the legal info you need
so you can easily reach and help more people.

Introducing the:

protect your practice
package

with Lisa Fraley, JD
Legal Coach & Attorney

Introducing the:

protect your practice
package

with Lisa Fraley, JD
Legal Coach & Attorney

you’ll learn a smart path to success
to reduce your risk on the legal front
so you can leverage your knowledge SAFELY…

because it’s not as simple as
getting answers to “a few legal questions”…
it’s about a whole new way of doing business!

who is this package for?

this package is for licensed medical practitioners,
functional medicine practitioners
and health & wellness coaches
who want to expand in the online space including…

Heart Bullet Doctors (all kinds)

Heart Bullet Doctor of Medicine – MD

Heart Bullet Doctor of Osteopathic Medicine – DO

Heart Bullet Doctor of Chiropractic Medicine – DC, DCM

Heart Bullet Doctor of Naturopathic Medicine – ND

Heart Bullet Doctor of Traditional Chinese Medicine/Acupuncture – DAcm, DAc, DAOM, etc.

Heart Bullet Doctor of Dental Medicine – DDM, DMD, DDS

Heart Bullet Doctor of Podiatric Medicine – DPM

Heart Bullet Functional Medicine Coaches and Practitioners

Heart Bullet Health & Wellness Coaches

Heart Bullet Nurse Practitioners and Advanced Practice Nurses – DN, APRN

Heart Bullet Nurses – RN, RN-BASN, LPN

Heart Bullet Physician Assistants – PA

Heart Bullet Pharmacists – PharmD

Heart Bullet Registered Dietitians and Certified Nutrition Specialists

Heart Bullet Therapists (all kinds)

Heart Bullet Mental Health Therapists, Counselors & Social Workers

Heart Bullet Physical Therapists – DPT, MPT

Heart Bullet Speech Pathologists/Therapists & Audiologists

Heart Bullet Occupational Therapists

Heart Bullet Massage Therapists

Heart Bullet Any licensed medical practitioner or health or wellness coach who is concerned about protecting your license while expanding your work to reach more people.

  • Doctors (all kinds)
    • Doctor of Medicine – MD
    • Doctor of Osteopathic Medicine – DO
    • Doctor of Chiropractic Medicine – DC, DCM
    • Doctor of Naturopathic Medicine – ND
    • Doctor of Traditional Chinese Medicine/Acupuncture – DAcm, DAc, DAOM, etc.
    • Doctor of Dental Medicine – DDM, DMD, DDS
    • Doctor of Podiatric Medicine – DPM
  • Functional Medicine Coaches and Practitioners
  • Health & Wellness Coaches
  • Nurse Practitioners and Advanced Practice Nurses – DN, APRN
  • Nurses – RN, RN-BASN, LPN
  • Physician Assistants – PA
  • Pharmacists – PharmD
  • Registered Dietitians & Certified Nutrition Specialists
  • Therapists (all kinds)
    • Mental Health Therapists, Counselors & Social Workers
    • Physical Therapists – DPT, MPT
    • Speech Pathologists/Therapists & Audiologists
    • Occupational Therapists
    • Massage Therapists
  • Any licensed medical practitioner or health or wellness coach who is concerned about protecting your license while expanding your work to reach more people.

trusted by and seen in:

“I signed up for the Protect Your Practice Package and could not believe that I literally finished this class in one day. Now I know what I need to do to stay out of trouble. Lisa really knows what we need to know!”

As a family nurse practitioner, I’ve also received training in functional medicine/nutrition. I had a long list of questions about how I can have a virtual health consultant business and see patients outside my licensing state. I wasn’t sure which lawyer would have all the answers. I was scared of signing up for the Protect Your Practice Package since most lawyers have no experience in this area.

Lisa, all of your testimonials and reviews are 100% correct. You do have a wealth of information when it comes to health and laws. Surprisingly, almost every question was answered in the Protect Your Practice Package which I finished in one day, including most of the Legal Master Classes referenced in this package. It gave me peace of mind. I can’t thank you enough for your Legal Love™.

Shabana Mohammed, MSN, APRN, FNP-C, CGP

Family Nurse Practitioner & Owner of SM Healing Hands Wellness Center

“Every licensed healthcare professional planning to scale their practice should invest in the Protect Your Practice package!”

The Protect Your Practice Package is a holistic approach to the legal part of business. It helps you get to the root and be fully informed when you want to scale your practice.

Ilene Cohen, MS, RDN, CDCES, C-IAYT

Registered Dietitian Nutritionist, Certified Diabetes Educator, IAYT-Certified Yoga Therapist, Yoga Teacher

“Working with Lisa was truly a joyful experience! I now feel fully secure and confident with my next steps going forward.”

As a Physician Assistant, legal matters aren’t my strong suit. Starting my own business was daunting, but Lisa made the process seamless and enjoyable. What I found was more of a friendly conversation with her, rather than a consultation.

I would HIGHLY recommend seeking Lisa’s expertise to guide you on legal questions, as she is open and honest, and uses a language that you can easily understand, but is also rooted in compassion. My mind is at ease, and instead of having lingering doubts about my next venture, I am ready to plunge ahead feeling protected and thrilled – thank you, Lisa!

Amber Bender, PA

Physician Assistant & Functional Health Practitioner

“I just re-listened to the Protect Your Practice Workshop and it is gold!”

As a licensed medical professional, I have always been fearful about jumping into the online space even though my coaching is completely separate from my license.

I am feeling much more confident and aligned in stepping into my new business role as a Women’s Spiritual Coach. Understanding the framework of the law and how it works for my business, especially from the start, is allowing me to authentically express my truth from a safe space. Thank you Lisa!

Megan E.R. Pass, PT

Physical Therapist, Women’s Spiritual Coach

you’ll feel clear and confident and:

Heart Bullet understand which services and programs you can legally offer to expand your reach safely.

Heart Bullet know the right legal documents to use to save you time, stress and struggle.

Heart Bullet have a legal framework to work across state lines with more people in the country – or even the world (including addressing functional medicine and health coaching).

Heart Bullet have created a profitable business profile with the services and courses which are most aligned for you.

Heart Bullet understand in an efficient way how to reduce your risk and protect your license.

Heart Bullet banish fear and doubt that may arise as you expand and grow.

Heart Bullet feel inspired and excited that you can do this.

Heart Bullet be together with others like you who want to help more people – so you’re not alone.

Heart Bullet trust you’ve saved time and money by learning months of legal information in a stress-free, easy, speedy way.

Heart Bullet have 1-on-1 support from me to get your specific questions answered.

  • understand which services and programs you can legally offer to expand your reach safely.
  • know the right legal documents to use to save you time, stress and struggle.
  • have a legal framework to work across state lines with more people in the country – or even the world (including addressing functional medicine and health coaching).
  • have created a profitable business profile with the services and courses which are most aligned for you.
  • understand in an efficient way how to reduce your risk and protect your license.
  • banish fear and doubt that may arise as you expand and grow.
  • feel inspired and excited that you can do this.
  • be together with others like you who want to help more people – so you’re not alone.
  • trust you’ve saved time and money by learning months of legal information in a stress-free, easy, speedy way.
  • have 1-on-1 support from me to get your specific questions answered.

“With the Protect Your Practice Package, I feel much more clear and confident about how to structure my business in a way that leaves me legally protected.”

Before taking the Protect Your Practice Package I felt unclear about how to go about my work in the most legally sound way. I wanted to help more people but the uncertainty around how to do so in a way that didn’t put my license at risk made me feel insecure about expanding my business.

With Lisa’s guidance I am on a path that will allow to me to do the work that fulfills me, continue to reach more people and expand my offerings with a feeling of peace and the assurance that my license is safe.

Elly Michelle Lieppman, ND

Founder of the Fueled & Feminine Metabolism Methodology

“I don’t think I would have found the words ‘legal clarity’ on my own prior to our call, but that’s how I feel now.”

I had a wonderful Power Hour with Lisa. I just feel more confident that I’m on the right track legally and that all the hard work I’ve put into building this course is legally sound. It’s the confidence that I’m not missing any major blind spots simply because I didn’t know where to look for them in the first place.

I told my husband “She was just like me, but a lawyer!” I’ll definitely be coming back for any legal questions in the future.

Suzanne Jenkins, MD

Physician/Creator of The Holistic Healing Method for PCOS Online Course

“The Protect Your Practice Package helped me find the clarity I needed, and I really appreciate it.”

Before finding Lisa, I had reached out to my local lawyer. He had come recommended by the local Chamber of Commerce as a small business attorney. When I called him, he had no idea what I needed to stay safe. I told him about Lisa and her familiarity with offering group programs in the online space, and he said “you should work with her.”

The Protect Your Practice Package was well worth it.

Shelly Tyler, DPT, OCS, FAAOMPT

Functional Family Wellness Practitioner at Fiddlewood Farmacy

“I now understand what I can and can’t do in my practices to stay legally safe.”

Meeting with Lisa as part of her fantastic Protect Your Practice package was amazingly helpful for all of my medical and coaching business questions. She was so friendly and clear in explaining everything so that I could stay legally protected. This gave my business manager and me a lot of confidence and security in how we were setting up and operating within my businesses. Thank you!

Carrie Jones, ND, FABNE, MPH

Naturopathic Doctor & Chief Medical Officer, Nuethix Formulations

what’s included:

4-hour live group workshop

Friday, October 25
9 am – 1 pm PT / 12 – 4 pm ET

A classroom-style workshop
jam-packed with information.

You’ll want to come with your full attention to listen, learn, take notes,
and jot down your questions to ask in your Power Hours.

This is not the type of workshop where you can multitask.

You’ll create your profitable business profile
with the services and programs that are most aligned for you.

You’ll also learn the right legal documents to use
to save you time, stress and struggle.

Workshop will be recorded. (value: $4997)

build your online practice
workbook

Workbook includes your:

Profitable Business Profile
to design your new business map

DIY Legal Templates Tip Sheet
so you know the right legal documents
for various programs and services (and where to get them)

Workshop agenda
to make it easy to follow along

Resources
for coaching insurance, podcast episodes and more

(value: $497)

 

your choice 4 DIY legal templates

to start you off with the right legal documents
for your main program or service

(Not sure which kit you need?
No worries! I’ll help you!)

(value: $1597)
 

2 power hours with Lisa

2 1-hour private Power Hours with Lisa
by phone to get your specific questions answered.

We recommend scheduling
1 Power Hour near or shortly after the workshop

(to ask your questions from the workshop)

and

1 Power Hour later
(after you’ve implemented steps
to grow and expand your business)

There is no expiration date for your Power Hours.

(value: $1997)

 

access to 9 DIY legal master classes

9 1-Hour recorded classes with follow-along tip sheets
to do on your own time and get clear around:

  1. State nutrition law basics for health coaches
  2. How not to make medical claims – and what to do instead
  3. Which laws do I follow when I see clients virtually?
  4. How do I get started with Trademarking?
  5. How do I know if I need an LLC or S-Corp?
  6. Insurance basics
  7. How to save money on taxes & set up your finances correctly
  8. What do I need to know when using AI in my business?
  9. How to file your BOI Report

(value: $897)

total value is: $9985

 

impact on your business growth
and peace of mind:
priceless

yes! I want to expand my business safely! 

My smart investment for these legal answers is:

pay in full $4997

12 monthly payments of $427

questions about whether the course is right for you?

book a free 20-minute Legal Chat
to get your questions answered
.

“Having a solid legal foundation with the right documents lets me build my business with confidence, eliminates anxiety and allows me to focus on supporting my clients.”

It is difficult to bring your best self to your clients if you’re concerned that you’re not legally covered. Just like building the foundation of trust and rapport with clients, building your legal foundation is essential to optimal functioning, personally and professionally.

I’m just so grateful for you, Lisa. You really understand our industry. I don’t know what I would do without you!

Gina Lockwood-Sheehan

Functional Medicine and National Board-Certified Health & Wellness Coach & Founder of Forte Wellness Coaching, LLC

“Having Lisa’s wisdom, experience and foresight has given me the confidence I needed to move forward and create a bigger impact.”

Lisa’s DIY templates and 1:1 support has not only been an invaluable asset to my private naturopathic medical practice, but her guidance has helped me become a better leader for other health practitioners in the online space through my group health programs, mentorship and mastermind. I cannot recommend Lisa highly enough!

Michelle Rogers, ND, MSAOM, FDN-P

Naturopathic Physician, Online Practice Mentor

“As I shifted my medical practice to an online coaching platform, Lisa graciously guided me through some challenging times!”

I am forever grateful for the wonderful guidance of Lisa. She always made me feel relaxed and comfortable with the next steps of setting up LLCs, working with my accountant, creating an online coaching business, and even selling private label products. She taught me the do’s and dont’s of coaching.

She was able to quickly respond to my every question and put me at ease many times when I felt overwhelmed with the process. I would HIGHLY recommend her to anyone looking to up level and expand their skills to serve more in the world with comfort and ease!

Trupti Gokani, MD

Neurologist, Ayurvedic Practitioner & Author of The Mysterious Mind

here’s what you’ll learn:

how to distinguish between
medicine and coaching
to keep yourself safe

 

7 legal pitfalls to avoid
& how to reduce your risk

We’ll cover:

  1. State laws & licensure
  2. Medical claims
  3. Title & identity
  4. Functional medicine – lab testing & supplements
  5. Combining modalities
  6. Working with clients everywhere
    (Telemedicine, online coaching, HIPAA)
  7. Documentation
    (Medical records v.client notes,
    informed consent v. client agreement,
    intake forms v. client questionnaire)

how to avoid investigations,
penalties and lawsuits

 

5 profitable business models
to expand your practice safely

(Based on my proprietary Legal Risk Scale™)

 

creating your profitable business profile

  1. Determining your services
  2. Structuring your service delivery
  3. Creating your online offers (safely)

how to legally protect yourself

  1. Legal documents for your services
  2. Business entities
  3. Insurance

next steps

 

“I’d recommend Lisa to other physicians out there without any hesitation whatsoever!”

Lisa takes the time to step-by-step walk you through what the legal language actually means and the importance of it.

She also makes herself very available to answering questions, which attests to the fact that she’s out to serve and serve well. Lisa goes above and beyond in delivering the services she provides.

Rachna Patel, DO

The Medical Marijuana Doctor

“I feel so much calmer now and completely clear on what to do next.”

While I already had some of the pieces in place for my new business, I now have so much peace of mind about steps I’ve already taken and my next steps. As a physician-turned-coach, I was not sure exactly what to do to protect myself while serving my clients.

I had spoken with another attorney who did not have prior experience with doctors-turned-coaches and so the recommendations were not helpful.

Working with Lisa in a 1-Hour Power Hour, we developed the best plan for my LLC (including a recent move across state lines), clearly defined my scope of practice, clarified appropriate “safe” language for my media and marketing, talked about my Client Agreement, and made a step-by-step plan for the future.

Jennifer S Singh, MD, dipABLM

Life and Weight Loss Coach

“Because of you, I feel I have a ‘for-real practice,’ know that all the ‘checks and musts’ of a business are checked off, and I can focus on my genius serving my VIP clients deeply and fully.”

I’ve gotten to know Lisa’s work through listening to ALL her interviews with Sandi Scheinbaum in my Functional Medicine Coaching Academy curriculum, twice over! I love that I’m ‘legally covered’ and proceed with confidence.

Thank you, from the bottom of my heart — know that I share you with all my colleagues and business friends!

JiJi Noble

Functional Medicine VIP Health Coach

if the “legal stuff” has felt scary
or you haven’t felt “ready” yet…

deep down, part of you knows that being
exposed is holding you back.

I can assure you, when you take legal steps,
you feel safe and secure…

and you shift your energy
to feel confident in the online space. 

yes! I want to expand my business safely! 

My smart investment for these legal answers is:

pay in full $4997

12 monthly payments of $427

questions about whether the course is right for you?

book a free 20-minute Legal Chat
to get your questions answered
.

“Lisa’s guidance and support are invaluable to me as I navigate forward in this health coaching world.”

I gained so much clarity and confidence in the legal aspects of my business through Lisa’s legal course and our conversations. She is a wealth of knowledge and support.

Lisa is simply remarkable and working with her keeps me on a clear path.

Carla Hightower, M.D, M.B.A

Certified Integrative Health Coach

“I feel like I hit the trifecta with your legal expertise, business insight, and health coaching support!”

I truly appreciate your knowledge, expertise and insight…it is soooo very helpful.

Liz Schick MS, PT, LMP, ATC, CSCS, HLC

Physical Therapist, Hand Therapist, Athletic Trainer, Health Coach

frequently asked questions

how does this course work?

You’ll start with the live group 4-hour classroom-style workshop.

During the workshop, you’ll jot down your questions and book your Power Hour #1
with me to get your 1-on-1 questions answered.

Upon registration, you’ll receive a login and password for the course portal to:
(1) join the live workshop on October 25
(2) access the course content, including all of the 9 DIY Legal Master Classes
(3) book your Power Hours.

After you’ve implemented some of your steps, you can book your Power Hour #2 with me
to get any further clarification.

Workshop will be recorded.

how long will I have access to the material?

You will have lifetime access to the workshop recording and DIY Legal Master Classes

Your 2 Power Hours have no expiration date.

does this course include any private one-on-one time with you, Lisa?

Yes! You will receive access to me in two 1-Hour Power Hour phone calls
to ask any legal question that you want.

This is the time for you to ask your questions from the workshop
or receive legal steps regarding any other aspect of your business.

if I’m just starting out online, do I REALLY need all of this now?

When you’re just starting out online is the BEST time to take this course and learn how to reduce your risk so you protect yourself from the outset and set yourself up properly from the start.

Here’s why:
(true story)

I recently had a doctor reach out. She was creating an online course. She had already recorded 60 (yes 60!) videos. She made a huge error about her title and course name in every single video
and she had to correct each one.

If she had come to me BEFORE creating her online course, she wouldn’t have wasted hours of time,
thousands of dollars, and so much effort in front of the camera recording her videos.

do I need this course if I already have talked with you in a previous Power Hour?

If you’ve talked with me in the past or already have a few legal steps in place – kudos to you!

However, as you’ve probably realized it is EXTREMELY difficult to cover all that you need to know
in 1 single Power Hour…so that’s why we’ve created this course.

This course is the best way to dive deep, learn quickly,
and create your profitable business profile in a way that can work with your budget (not against it!), without having to come back to me over and over for more information as you grow.

why shouldn’t I just go to my family’s lawyer down the street?

I’m one of very few lawyers in the country who was a former health care lawyer
in a large corporate law firm working with hospitals and medical practitioners
AND
who’s a health coach and life coach myself
trained through the Institute for Integrative Nutrition and CoachU with 10 years in the online space.

Over the past decade, I have worked with (literally) hundreds of licensed medical practitioners
who have asked about all of the legalities with taking your practice online.

I’ve helped them learn how to run their practices and reach more clients… and here’s the key!…
without putting themselves or their licenses at risk.

I truly understand the legal issues and risks that you’re facing where you want more flexibility in how you work, but you want to do it the right way.

if I take this course, does it make you my lawyer?

No. This course is not legal advice and does not create an attorney-client relationship between me and you.

It’s a group course with legal information designed for all licensed practitioners at a fraction of the cost than if you worked 1-on-1 with a lawyer to teach you all of this information.

Law varies by location and is constantly changing.

There are times when I recommend working with a local attorney as well.

can I get a refund if I change my mind?

Because this content is carefully curated,
viewable most of it is immediately available to you online,
we apologize that there are no refunds available for this course.

does this course apply to me if I am located outside the US?

This course is created with US-based licensed medical practitioners, functional medical practitioners, and health coaches in mind.

Much of the course content could still apply to you if you’re outside the US, and it will save you time and money knowing the issues to be focused on to reduce your legal risk and includes legal templates.

We always recommend that you speak with a local attorney to make sure
you’re complying with your country, state/province, and local laws. 

“Lisa has brought me peace of mind and freedom to grow my business with confidence and legal clarity.“

She explained the law in clear terms and has allowed me the space and freedom to feel confident in having a sound legal structure for my businesses.

I have grown my therapy business from a part-time mental health practice to a full-time business earning 6 figures. I also recently incorporated a brand new separate life coaching business as an S-Corp thanks to Lisa’s support and guidance.

Lisa’s DIY documents, podcast, book and more have allowed me the room to grow my business with confidence & clarity. I consider Lisa to be an indispensable member of my team and I am so very fortunate to have found her.

Jan Marie Ramos, LCSW

Therapist & Life Coach, founder of Jan Marie Inc. & Naples Oceanside Wellness

“Utilizing Lisa’s DIY templates within my biz has been THE reason why I have been able to move forward.”

I had not felt safe to pursue the ideas and ventures that have been in my heart and on my mind UNTIL finding and receiving the kind of protection and support that Lisa offers.

It has given me the permission to embrace and claim my own genius and use it as a catapulting force within my life! Thank you Lisa for pursuing your Zone of Genius and sharing your Legal Love™!

Alina McGilloway, LMT, CFMT, LE

Certified Master BodyMind Coach

If we haven’t met yet, it’s great to meet you!

I’m Lisa Fraley, JD, an Attorney, Legal Coach®, Speaker and #1 Best-Selling Author of Easy Legal Steps…That Are Also Good for Your Soul. I’m the host of the “Legally Enlightened” podcast on iTunes.

As a Holistic Lawyer®, I blend my legal expertise as a former health care attorney in a large corporate law firm and the care of a Health Coach through IIN & Life Coach through Coach U to help thousands of heart-centered holistic health practitioners, licensed practitioners, coaches, and entrepreneurs protect their businesses and brands with contracts, disclaimers, trademarks and more.

I share my “Legal Love” through DIY legal templates, online courses, 1:1 services and on stages from British Columbia to the Bellagio – and I’m uniquely known for aligning legal steps with the chakras. My mission is to help small business owners and practitioners understand that the law can be accessible, empowering, loving, and even spiritual. I graduated from Case Western Reserve School of Law with a concentration in health law and I hold a Certificate in Sustainable Business Strategy from Harvard Business School Online.