About Heartwise Collective

Meet Your Orthodontic Consultants

Hey, we’re Lindsay and Courtney!

We’re all about empowering orthodontic practices and individual team members to reach their full potential.

Our Story

Founded with a passion for growth—both personal and professional—and a commitment to excellence in orthodontic care, Heartwise was born out of the desire to revolutionize the way orthodontic practices and their teams operate. Our journey began when Lindsay, a seasoned orthodontic professional with over 22 years of experience, recognized a gap in the industry for comprehensive consulting services that also incorporated heart and wisdom. With a vision to bridge this gap, Lindsay assembled a team of experts dedicated to helping orthodontic practices thrive.


Our Mission

At Heartwise, we’re all about empowering orthodontic practices and individual team members to reach their full potential. We deliver innovative, customized consulting solutions that spark growth, enhance patient care, streamline operations, and nurture conscious leaders. Excellence and passion for what we do are the driving forces behind every step we take.


Our Approach

We know that no two orthodontic practices are the same. That’s why our approach is as unique as you are. From the moment we connect, our priority is to offer a seamless, enriching experience tailored to your specific challenges and goals. Whether it’s marketing, treatment conversion, team training, or operational improvements, we’ve got your back with strategies designed just for you.

We take our reputation for growing orthodontic practices seriously! From the start, we’ve vowed to never compromise on…

Lifelong Learning

Authenticity, Honesty, and Transparency

Leading with Compassion

Creative solutions & innovation

Lifelong Learning ⎯ Authenticity, Honesty, and Transparency ⎯ Leading with Compassion ⎯ Creative solutions & innovation ⎯

Our magic lies in a blend of heart-centered wisdom, a love for systems, and a focus on implementation.

We understand the frustration of turnover and the loss of knowledge and wisdom it brings. While we cherish lifelong relationships with our clients, our goal is to make you self-sufficient. We don't want you to need repeat training every year. That’s why everything we implement is built into digital operating procedures and checklists for every role in Asana.

We’re strong believers in cultivating strong Personal relationships

Get to Know Us Behind the Business!

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I started as a sterilization tech!

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I'm really into all things spiritual + woo! I'm a trained Debra Silverman Astrologer, Breathwork Facilitator, and Reiki Master.

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I spent four years as a Wellness Instructor and Massage Therapist for an adventure-based cruise company in Hawaii, Alaska, and the Sea of Cortez! (Oh yeah, I almost met my husband on the boat—he's still a captain.)

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I have a 2-year-old son who is my brightest light!

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I live on a compound! Okay, not exactly, but I do live next-door to my sister & her family and my parents. It truly does take a village to raise a family, and I am fortunate enough to have one!

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I'm currently working on a degree in Transformative Business Leadership.

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I grew up in a dental office- Over time, I helped digitize the office, earned a bachelor's in dental hygiene, and became a hygienist. Now, I consult and educate others, drawing on my experiences in various roles. I still work in an office two days a week to stay connected to real-life challenges.

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At 21, I traveled to India with a interdisciplinarydental team—learned that pushing limits leads to amazing achievements!

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I built our home during the 2020 pandemic as my own general contractor—finished in just 7 months!

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My firefighter husband and our two girls (ages 4 & 6) are my greatest sources of joy and inspiration.

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I’m all about cooking (not baking!), planning, and checking off to-do lists.

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I'm an animal lover at heart—currently have 3 dogs and 5 chickens!

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My soul is happiest outdoors—whether hiking, walking, or just watching my kids play in the grass.

  • "Their systems & processes have given our financial coordinators the confidence to do their jobs and know they serve our patients to the best of their ability."

  • "We had a massive project, and Lindsay helped us every step of the way, from creating onboarding systems and job descriptions to navigating the most complicated accounts."

  • "Our new delinquency protocols are saving us thousands of dollars, our team is excelling, we have fewer headaches, and we are better serving our patients."

  • "Lindsay's patience is unmatched. She made each team member feel comfortable asking any questions. She gave clear directions and provided systems and notes for the team to use for follow-up and understanding."

How to Work With Us to Grow Your Practice

Wherever your practice stands on goals and investment, we’ll meet you there with transformative education, implementation, and consulting to help you navigate the path from good to great.

  • Membership

    Ongoing support and growth builds exceptionally strong practices. Heartwise Members enjoy monthly audits of their practice, early access to workshops & courses, coaching at a 50% discount, and so much more.

  • Workshops & Courses

    Join us for hands-on learning with our courses and workshops, designed to give your practice and team members highly actionable, impactful, targeted education. Available live & pre-recorded!

  • Work 1:1 With Us

    Focus on what you do best while we handle the rest. From marketing, patient acquisition, staff training, or operational improvements, we’ll design strategies just for you through personalized consulting.

We’re here to guide you every step of the way

Discover Your Next Step Towards a Thriving Orthodontic Practice