Healthy habits sound great—until life gets in the way with deadlines, errands, and that third cup of coffee just to stay upright. That’s exactly why health coaching is growing so fast!
In fact, nearly 42% of Americans are expected to work with a health coach by 2029. People want real support, not just advice.
So, if you're someone who enjoys kale, cares about wellness, and helps others to build better habits, now’s your chance to turn that passion into a real business that pays.
But before that, you’ll need a solid plan that explains what you offer, how you’ll find clients, and how to build something that lasts.
Not sure how to write one?
This health coach business plan example is here just for your help and inspiration.
Health Coach Business Plan Sample
Here’s a look at the BloomPath Wellness business plan example. It shows how you can lay out your goals, describe your services, and plan for finding clients. Let's start with…
1. Executive Summary
At BloomPath Wellness, we see wellness as more than a temporary feeling; it’s a journey that lasts a lifetime. Located in Boulder, Colorado, our company centers on the belief that with support, anyone can achieve transformation in their health and wellness.
We offer caring, individualized coaching that supports individuals in their current state and assists them in evolving into their healthiest selves, including physical, mental, and emotional well-being.
Our Vision
BloomPath Wellness aims to become a leading name in holistic health coaching in Colorado and beyond, offering a flexible, scalable model that grows through both personal impact and digital reach.
Target Market
Our ideal clients include:
- Adults aged 25–55 seeking lifestyle improvements
- Busy professionals struggling with stress and health habits
- Individuals managing chronic conditions
- Postpartum women
- Companies investing in employee well-being
What We Do
We offer a range of services designed to support different lifestyles and wellness needs. Our goal is to make holistic health accessible, flexible, and achievable for everyone.
- One-on-one coaching sessions for highly personalized support
- Group programs like “30-Day Reset” that bring the community into wellness
- Corporate wellness workshops for busy work environments
- Meal planning, stress relief, and accountability tools are built into every plan
- Digital wellness library with guides, videos, and self-care resources
Marketing Strategy
We don’t just coach, we connect. We reach our clients through a combination of:
- A professionally built, SEO-optimized website
- Consistent, helpful social media content
- Local partnerships with gyms, yoga studios, and wellness centers
- Referral incentives and email newsletters with genuine value
- Community events and free workshops to build trust and awareness
Financial Snapshot (3-Year Projection)
Here’s a quick snapshot of where we’re headed financially. While the early years are focused on setup and scaling, we’re on track to break even by the end of Year 3:
| Financial Item | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Total Revenue | $69,180 | $119,880 | $189,240 |
| Operating Expenses | $127,300 | $160,900 | $209,000 |
| Net Profit/Loss | ($58,120) | ($36,520) | ($7,760) |
| Closing Cash Balance | $1,880 | ($34,640) | ($42,400) |
| Break-even Target | — | — | End of Year 3 |
Also, we’re seeking $60,000 in startup funding to build a professional website, lease and furnish a wellness office, create branded marketing and digital content, and cover essential first-year operating costs.
Liking the plan you're reading? It's AI generated.
Generate Your Own Using Bizplanr AI
2. Business Description
BloomPath Wellness provides personalized health coaching services focused on nutrition, physical activity, stress reduction, and mindset transformation. We combine one-on-one sessions, group programs, and corporate wellness services to meet the diverse needs of our clients.
Our services are built around flexibility, empathy, and sustainability—key values that set us apart from more rigid or prescriptive wellness models.
Business Model
BloomPath Wellness operates on a hybrid coaching model that blends in-person and virtual support. Our revenue streams are strategically diversified to support steady growth and recurring income.
Primary revenue streams include:
- Service-based income: From personalized coaching and wellness programs
- Subscription revenue: Through monthly membership plans
- Digital product sales: Including downloadable wellness resources and toolkits
- Event-based revenue: From corporate workshops and speaking engagements
- Course-based income: From online self-paced programs launching in Year 3
Business Location and Legal Structure
BloomPath Wellness operates from a professional office space at 3428 Summit View Road, Suite 204, Boulder, Colorado. This location serves as the home base for in-person sessions, group workshops, and local events.
The business is legally registered as a Limited Liability Company (LLC), providing both operational flexibility and personal liability protection for the founder.
Core Values
Our work is grounded in a set of core values that guide every decision and client interaction:
- Empathy over judgment
- Science-backed methods with a human touch
- Progress, not perfection
- Whole-person wellness—mind, body, and spirit
- Support that fits into real life
Business Objectives (Short-Term & Long-Term)
Short-term goals (Year 1):
- Launch brand and establish digital presence
- Secure the first 50 coaching clients
- Build strong local partnerships and referral networks
- Generate first-year revenue of $69,000+
- Develop and launch wellness library content
Long-term goals (Years 2–3):
- Expand digital product offerings and membership plans
- Build a corporate client base across Boulder and Denver
- Launch online wellness courses
- Break even by the end of Year 3
- Scale operations with additional coaches and support staff
These goals will guide our growth and keep us focused on delivering real value.
3. Market Analysis
The global wellness industry is booming, and the U.S. is at the heart of that growth. It is forecasted to reach $9 trillion by 2028 globally, wellness now includes not just fitness and nutrition, but also mental health, self-care, mindfulness, and workplace well-being.
Post-pandemic, individuals are prioritizing preventive care and mental well-being, and businesses are investing in employee wellness to reduce burnout. This has opened the door for flexible, hybrid coaching models that blend virtual and in-person support, just like what BloomPath Wellness offers.
Target Market
At BloomPath Wellness, we don’t believe in a one-size-fits-all client. That said, there are clear groups who are naturally drawn to our services. Here’s a closer look at who we’re built to serve:
- Adults aged 25–55 looking to improve their lifestyle habits and overall health
- Busy professionals dealing with stress, fatigue, and burnout
- People managing chronic conditions, such as pre-diabetes, high blood pressure, or digestive issues
- Postpartum women are adjusting to physical and emotional changes after childbirth
- Health-conscious individuals who want to go beyond fad diets and quick fixes
- Companies and organizations aiming to invest in their team’s wellness
Clients often face time constraints, information overload, and quick fixes that don’t last. They want structure, accountability, and genuine care; that’s what we deliver.
Competitive Landscape
Boulder and the surrounding area have several wellness coaches and holistic health practitioners. Our main competitors include:
| Competitor Name | Primary Focus | Location |
|---|---|---|
| Thrive Health Coaching | Emotional wellness and individualized coaching programs | Boulder, Colorado |
| Vitality Wellness | Physical fitness and structured meal planning | Boulder, Colorado |
| Flourish Health Coaching | Women's health with emphasis on fertility and hormonal balance | Boulder, Colorado |
| The Wellness Coach | General lifestyle coaching across broad wellness topics | Denver, Colorado |
| Peak Health Coaching | Fitness-oriented programs with a focus on high-performance clients | Colorado Springs, Colorado |
While all of these offer valuable services, BloomPath Wellness stands out by offering:
- A whole-person approach that covers mindset, stress, nutrition, and lifestyle
- A flexible hybrid model of in-person and online coaching
- Evidence-based methods combined with a deeply personal, empathetic style
- A robust digital wellness library that continues to grow over time
- A genuine community-driven presence in Boulder through workshops and partnerships
SWOT Analysis
Let’s take a closer, honest look at our current position in the market:
4. Services Offered
At BloomPath Wellness, everything we offer is designed to support real people in making real changes. Here’s a breakdown of our core services and what makes each one valuable.
One-on-One Health Coaching
This is the heart of what we do. Our individual coaching sessions are personalized, practical, and supportive. Each session focuses on the client’s specific goals. Sessions are available virtually or in-person, and clients receive follow-ups, resources, and action steps personalized to their needs.
Key benefits:
- Personalized goal-setting and planning
- Flexible scheduling (virtual and in-office)
- Follow-up support and progress tracking
Group Wellness Programs
Our themed group programs will be suitable for clients who grow in the community. Having a program (such as the 30-Day Reset or the Mindful Eating Challenge) gives group members the opportunity to be together, to learn and to grow together as well as to keep each other accountable.
Key benefits:
- Community support and accountability
- Lower cost per person
Corporate Wellness Workshops
Companies are realizing that employee wellness isn’t just good for morale, it’s good for business. Our workshops cover topics like stress management, healthy habits at work, meal planning on a budget, and mindfulness for teams.
Key benefits:
- Custom topics personalized to each organization
- Positions BloomPath Wellness as a trusted B2B partner
Nutrition and Meal Planning Support
Rather than pushing restrictive diets, we help clients understand how to eat in a way that supports their goals and lifestyle. This includes simple meal plans, grocery shopping guides, and snack swaps that work for real life.
Key benefits:
- Flexible, sustainable strategies
- Personalized meal templates
Stress Management & Mindfulness Tools
Health isn’t just physical, it’s mental and emotional too. Our coaching includes tools for breathwork, mindfulness, grounding exercises, and time management.
Key benefits:
- Easy-to-learn techniques
- Strong focus on long-term emotional wellness
- Supports better sleep, focus, and energy levels
5. Organization and Management
Running a wellness business takes more than a great service; it needs the right people in the right roles. That's what we focus on here at BloomPath.
BloomPath Wellness is registered as a Limited Liability Company (LLC) in the state of Colorado. The business is 100% owned and operated by Rowan Ellis, who also serves as the CEO and lead coach.
Core Team
Although we’re a small business, we’re supported by a focused and highly skilled team that helps deliver services and maintain our operations:
| Name | Position | Role & Responsibilities |
|---|---|---|
| Rowan Ellis | Founder & CEO | Leads the business, provides coaching, and oversees brand strategy, service design, and client relationships. |
| Avery Brooks | Chief Operating Officer (COO) | Manages scheduling, team communication, client onboarding, and operational efficiency across in-person and virtual programs. |
| Jamie Chen | Chief Financial Officer (CFO) | Handles financial planning, bookkeeping, and budget management to ensure financial health and long-term sustainability. |
| Lila Grant | Administrative Assistant | Manages front-desk duties, email communications, calendar coordination, and general administrative support. |
Health & Wellness Advisor
Dr. Maya Santos
A licensed integrative health professional who advises on best practices, evidence-based approaches, and program content.
Organizational Chart
Here’s a quick snapshot of our team structure:
6. Marketing and Sales Strategy
Helping people discover wellness is our mission, but they need to find us first. This section explains how BloomPath Wellness will attract clients, share our values, and build lasting relationships and a health-focused community.
Marketing Strategy
We combine digital and local outreach to meet clients where they are, focusing on consistency, education, and trust, not pushy sales tactics.
Here are the key marketing channels we’ll use to reach and connect with our audience:
Website & SEO
Our professionally designed website will be optimized for local keywords like “Boulder health coach” and “wellness coaching in Colorado.” We’ll also maintain a blog that shares practical tips and client success stories, helping us rank on Google while educating readers.
Social media marketing
We’ll grow our online community by sharing helpful, consistent content that builds trust and visibility:
- Daily wellness tips and Q&As on Instagram, Facebook, and LinkedIn
- Behind-the-scenes posts to keep it real and relatable
- Client success stories to highlight real results
Local partnerships
We’re developing partnerships with yoga studios, gyms, therapists, and wellness centers in Boulder. These partners will refer clients, share our content, or host joint workshops with us.
Referral program
Word-of-mouth is powerful. Our referral program rewards existing clients with discounts or bonus sessions when they refer a friend who signs up.
Email marketing
Our monthly email newsletter will keep clients engaged with wellness tips, program announcements, and special offers. It’s also a way to educate and build long-term trust with subscribers.
Sales Strategy
At BloomPath Wellness, selling means serving. We make it easy for clients to take the next step and clearly show our value.
| Step | Description |
|---|---|
| 1. Discovery Calls | Free 15-minute calls where clients share their goals and ask questions in a relaxed, no-pressure setting. |
| 2. Transparent Pricing | Services and packages are presented clearly with upfront pricing—no hidden fees or confusing terms. |
| 3. Personalized Recommendations | After the call, clients receive a custom recommendation tailored to their goals, lifestyle, and budget. |
| 4. Follow-up & Nurturing | For those not ready to commit, we follow up with gentle reminders, event invites, and helpful content. |
Pricing Strategy
Our pricing reflects the high value of personalized, results-driven coaching, while still remaining competitive within the Boulder wellness market.
| Service | Price | Details |
|---|---|---|
| 1:1 Session | $125 per session | Personalized 60-minute health coaching |
| 6-Session Package | $590 total ($115/session) | Save $60, flexible scheduling |
| 12-Session Package | $1,320 total ($110/session) | Save $180, Best Value |
| Group Programs | $199–$299 per program | 4-6 week themed programs with live sessions |
| Corporate Workshops | $500–$1,200 per event | Custom topics, in-person or virtual |
| Monthly Membership | $199/month | 2 sessions + progress tracking & resources |
Distribution Channels
We offer coaching and programs through multiple channels to ensure flexibility:
- In-person: At our Boulder office for local clients
- Virtual: Video calls using Zoom or similar platforms
- Online resources: Access to our wellness library through a client portal
- Corporate clients: Workshops held onsite or via virtual meetings
7. Financial Projections
Every business plan needs a solid financial base. Here, we share our projected income, expenses, and profitability for the first three years, based on industry benchmarks and expected growth.
Revenue Forecast
Income will come from coaching, group programs, digital content, and workshops, with steady growth as we expand awareness.
| Revenue Stream | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| 1:1 Coaching Sessions | $30,000 | $45,000 | $60,000 |
| Coaching Packages | $5,000 | $7,500 | $10,000 |
| Group Programs | $14,940 | $24,000 | $36,000 |
| Corporate Wellness Workshops | $6,800 | $12,000 | $18,000 |
| Monthly Memberships | $11,940 | $26,880 | $48,240 |
| Digital Product Sales | $500 | $2,000 | $5,000 |
| Online Courses (launch in Y3) | — | — | $7,000 |
| Speaking & Events | — | $2,500 | $5,000 |
| Total Revenue | $69,180 | $119,880 | $189,240 |
Expense Forecast
Operating expenses are expected to increase moderately over time as we grow the team, marketing reach, and content development efforts.
| Expense Category | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Salaries & Wages | $75,000 | $105,000 | $140,000 |
| Rent & Utilities | $18,000 | $20,000 | $22,000 |
| Marketing & Advertising | $12,000 | $18,000 | $24,000 |
| Website & Digital Tools | $12,000 | $3,000 | $3,000 |
| Software & Subscriptions | $3,600 | $4,200 | $5,000 |
| Program Materials & Workshops | $1,500 | $3,000 | $4,500 |
| Professional Services (Legal/CPA) | $3,000 | $4,000 | $5,000 |
| Office Supplies & Equipment | $1,000 | $1,500 | $2,000 |
| Training, Events & Education | $1,200 | $2,000 | $3,000 |
| Miscellaneous & Contingency | $1,000 | $1,700 | $2,500 |
| Total Operating Expenses | $129,300 | $160,900 | $211,000 |
Profit and Loss Summary
The profit and loss statement shows BloomPath Wellness’s expected income, expenses, and net profit or loss for the first three years.
| Item | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Total Revenue | $69,180 | $119,880 | $189,240 |
| Total Expenses | $129,300 | $160,900 | $211,000 |
| Net Profit/Loss | ($60,120) | ($41,020) | ($21,760) |
Cash Flow Snapshot
The cash flow statement tracks the movement of cash in and out of BloomPath Wellness over the first three years.
| Category | Year 1 | Year 2 | Year 3 |
|---|---|---|---|
| Cash Inflows | |||
| Revenue from Services | $69,180 | $119,880 | $189,240 |
| Other Income (Digital Sales, Events) | $0 | $4,500 | $12,000 |
| Total Cash Inflows | $69,180 | $124,380 | $201,240 |
| Cash Outflows – Operating Expenses | |||
| Salaries & Wages | ($75,000) | ($105,000) | ($140,000) |
| Rent & Utilities | ($18,000) | ($20,000) | ($22,000) |
| Marketing & Advertising | ($12,000) | ($18,000) | ($24,000) |
| Website & Tech Maintenance | ($12,000) | ($3,000) | ($3,000) |
| Software & Subscriptions | ($3,600) | ($4,200) | ($5,000) |
| Workshop & Program Materials | ($1,500) | ($3,000) | ($4,500) |
| Professional Services (Legal, CPA) | ($3,000) | ($4,000) | ($5,000) |
| Training, Events, and Supplies | ($1,200) | ($2,000) | ($3,000) |
| Miscellaneous / Contingency | ($1,000) | ($1,700) | ($2,500) |
| Total Cash Outflows | ($127,300) | ($160,900) | ($209,000) |
| Net Cash Flow | ($58,120) | ($36,520) | ($7,760) |
| Opening Cash Balance | $60,000 | $1,880 | ($34,640) |
| Closing Cash Balance | $1,880 | ($34,640) | ($42,400) |
8. Funding Request
As we will soon be launching and expanding BloomPath Wellness, we require startup capital of $60,000 to help us develop a good foundation, and that is why we are appealing for such funding. This investment will enable us to establish a wellness brand that will be professional and scalable, as it will target local and virtual audiences.
Use of Funds
Here’s how the funds will be allocated:
| Category | Estimated Cost | Purpose |
|---|---|---|
| Website & Client Portal Development | $12,000 | Build a professional website, booking system, and digital content library |
| Marketing & Brand Development | $10,000 | Logo, visuals, printed materials, ad campaigns, social media content |
| Office Lease & Setup | $20,000 | Lease deposit, furniture, signage, and setup for in-person sessions |
| Digital Product & Course Creation | $10,000 | Develop PDFs, wellness guides, videos, and launch the first online course |
| Operational Expenses (First-Year) | $8,000 | Insurance, software subscriptions, coaching tools, and admin costs |
Funding Summary
This funding will help us:
- Establish our physical and digital presence professionally from day one
- Build visibility and generate leads through marketing
- Offer a high-quality experience to clients through both in-person and online services
With a clear focus on both short-term traction and long-term scalability, this funding will position BloomPath Wellness for sustainable growth and community impact.
Download a Free Health Coach Business Plan Template
Looking to create a business plan for your health coaching business, but don’t know where to start? We’ve got just what you need. Download our free health coach business plan template in PDF format and start outlining your business idea with ease.
This customizable template gives you step-by-step help to write a clear, professional plan that fits your services, goals, and target clients. Get started today and set your health coaching business up for success.
Conclusion
We hope this health coach business plan example helps you create a clear, professional plan for your business.
However, if you’re looking for an easier way to get started, consider using AI-powered tools like Bizplanr. It helps you simplify the entire process. Just answer a few questions about your services, and you’ll have a complete plan ready in minutes.
Start planning today and turn your passion for wellness into a successful business.
Get Your Business Plan Ready In Minutes
Answer a few questions, and AI will generate a detailed business plan.
Frequently Asked Questions
Why do I need a business plan as a health coach?
Writing a business plan keeps you organized and focused. It helps you clearly define who you serve, what you offer, and how you’ll make money. It also comes in handy document if you’re setting goals, planning your pricing, or looking to grow your business.
How do I set pricing in a health coaching business plan?
Start by researching what other coaches in your niche charge. Think about:
- Your experience and credentials
- Session length and format (one-on-one, group, virtual)
- The unique value you offer
Set a price that's competitive but also sustainable. You can always adjust it as your business grows.
How often should I update my business plan?
Once or twice a year is a good practice to update your business plan. Also, keep the updates whenever a big change like offering new services, targeting different clients, or raising your prices.
What should I include in the financial section?
Focus on covering the key financial projections like:
- Income statement (Profit & loss): Shows your revenue, costs, and profit over time.
- Balance sheet: Lists your assets, liabilities, and equity
- Cash flow statement: Tracks the money coming in and going out.
- Break-even analysis: Shows when you’ll cover your costs and start making a profit.
- Startup costs (if new): Outlines your initial investments and expenses.
Sales forecast: Predicts how much you’ll sell monthly or yearly.
Follow Vinay Kevadiya
