From Primary Care to Medspa Success: How Cari Montoya Built Her Dream Practice with Moxie
Cari Montoya, FNP-C, began her healthcare journey in 2009 as a nursing assistant before advancing to become a nurse practitioner in 2017. She thrived in primary care, building meaningful long-term relationships with patients, and never imagined leaving that path. But when her clinic was acquired, Cari realized her values no longer aligned with the new direction. That turning point became the catalyst for something new: launching her own medspa. The Caring Method, a prominent medspa in Peoria, AZ was born shortly after.
Introduction
Leaving primary care was a major turning point for Cari. She loved her patients and the relationships she had built, but she longed to create a space where people felt truly seen, valued, and heard—without the time pressures of traditional office visits.
Opening The Caring Method gave Cari the chance to channel her clinical expertise into a more personalized, patient-focused setting. While she felt confident in her ability to deliver excellent care, she also knew she needed the right systems and support to make her practice successful.. That’s when a friend recommended she explore Moxie.
"With the help of Moxie, I feel like I’m about to have my biggest year yet. I felt really confident in having a business because I had run one before, but I also felt extra confident because Moxie was going to literally hold my hand along this journey and it feels good having that support—like you can conquer the world."
Challenges of Going Solo
Opening a medspa meant stepping into new territory. Cari’s years of clinical experience gave her confidence with patients, but running a business required her to take ownership of systems, compliance, and financial planning in a way she hadn’t needed to in primary care.
Cari knew patient care inside and out, but translating that expertise into a business model was unfamiliar territory.
She hoped to spend her time focused on patients and education, not weighed down by compliance, finances, and business operations.
Aesthetics required tools far different from primary care—charting, booking, SOPs, and legal framework—all of which she'd have to build from scratch.
Cari wasn’t looking for just a vendor; she needed a trusted partner who understood the medspa space and could help her grow strategically.
She knew her clinical skills would attract patients, but she wanted a plan for growth without burnout or wasted investment.
Transformation with Moxie
Starting her medspa with Moxie as her partner meant Cari never had to second-guess the business side. The systems, support, and financial clarity were built in from the beginning, allowing her to focus on growing relationships with her patients.
Instead of going it alone, Cari gained a trusted partner in Moxie that brought proven medspa expertise and systems to the table.
Moxie delivered the infrastructure—SOPs, compliance, charting, booking, and legal frameworks—so Cari could focus on patient care without operational gaps.
With a Practice Success Manager providing regular insights, Cari always knew her numbers, ensuring smart business decisions.
Through VIP pricing and ongoing access to training and education, Cari could invest in her growth while scaling her practice at a sustainable pace without ever compromising the quality of care.
With Moxie’s support, Cari quickly grew her revenue and patient base at a pace that far exceeded her expectations.
"You will never know unless you try. The worst thing that can happen is failure, but I think what would be worse than that is always having in the back of your mind that there was something you wanted to do and you didn’t pursue it."
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How Moxie Took the Stress Out of Scaling for Paradise Medspa
How Michelle, Owner of Etoile Aesthetics, Achieved A Fulfilling Medspa-Life Balance With Moxie
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