Specialty Financial Coaching Toolkits

Programs and Tools to Expand Your Financial Coaching Skills

These Specialty Toolkits are also included in the Financial Coach Academy®

Explore The Academy® here*

 

EMBODYING THE ROLE OF A FINANCIAL COACH

Clients do the work because they trust you, not because you gave them a checklist.

A 90-day Financial Coaching Program that Delivers Results

Access to a proven program structure that gets clients results.

Coaching on the Fundamentals of Personal Finance

More confidence guiding clients through foundational aspects of personal finance.

Coaching With The Plan Ahead Method™

Enhance the client experience by seamlessly integrating technology into their financial journey.

Coach at a Higher Level

Once we know who we love to work with, feel confident in how we attract them, and clear on how we will initially help them, we reach the next level of our financial coaching careers.

We reach the point where helping our amazing clients get organized and begin their financial journey, while rewarding, simply isn’t enough. They want more and we want to help them even more. We want to be the coach they continue working with, as they take their financial growth even further.

It’s time to serve your clients at a higher level. It’s time to stand out — by upleveling your skills as a financial coach and exploring your clients’ finances, behaviors and money mindset in deeper and more complex ways.

You are ready to specialize for the benefit of your clients and your business.

The Financial Coaching Specialty Toolkits help you do that.

There’s so much more you can do.

Chances are, you care about the kind of coach you are and you care about your clients results. You’d love for them to do more with their money — beyond watching their spending, getting out of debt and sticking a little aside into savings. Those are important and essential steps, but you and I both know, that’s only the beginning.

When your clients first come to you, you help them manage their money differently. You help them remove the disorganization and chaos and lay the groundwork for healthy money habits (we teach you how to do all of this and more in The Academy®).

But once they complete that step of their financial journey, there’s so much more you can do.

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You can help them better understand the root causes of their spending habits and decision-making.

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You can employ more complex business strategies.

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You can have deeper money mindset conversations.

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You can help couples form a stronger connection and communication around their finances.

The Financial Coaching Specialty Toolkits help you do that.

There’s so much more you can do.

Chances are, you care about the kind of coach you are and you care about your clients results. You’d love for them to do more with their money — beyond watching their spending, getting out of debt and sticking a little aside into savings. Those are important and essential steps, but you and I both know, that’s only the beginning.

When your clients first come to you, you help them manage their money differently. You help them remove the disorganization and chaos and lay the groundwork for healthy money habits (we teach you how to do all of this and more in The Academy®).

But once they complete that step of their financial journey, there’s so much more you can do.

=

You can help them better understand the root causes of their spending habits and decision-making.

=

You can employ more complex business strategies.

=

You can have deeper money mindset conversations.

=

You can help couples form a stronger connection and communication around their finances.

The Financial Coaching Specialty Toolkits help you do that.

Clients who work with you for a lifetime

Needing to constantly be on the client attraction hamster wheel is exhausting. You know you don’t want that for the entirety of your financial coaching career. You know what’s better than constantly needing to onboard new clients because your current clients have completed their initial program?

Clients who work with you for a lifetime.

I used to think that I would teach my clients how to manage their money, give them the skills they needed to be good with money forever, and then they would “graduate”, because they wouldn’t need me anymore.

But money is a lifelong journey. Once we accomplish one goal, we naturally move on to the next. And for many people, the goals get bigger and require a whole new set of skills than they had before. That’s not all. Your clients will want coaching on more advanced personal finance topics and complex strategies — and your business needs this too.

Your financial coaching business doesn’t need a consistent flow of new clients to bring in revenue when you learn how to coach your clients on their lifelong journey of money. Your clients’ skills (and your business) can only grow to the extent you do.

The Financial Coaching Specialty Toolkits help you do that.

 Are you ready to expand your financial coaching skills?

Specialty Toolkits Available Now

Specialty Toolkit

Embodying the Role of a Financial Coach

$497

Coaching is a skill that, when done right, creates clients who are doing the work because they trust you, not just because you gave them a checklist. True coaching boosts the client’s self-awareness and self-confidence and empowers them to make their own decisions.

Regardless of how you became a financial coach, stepping confidently into your role as a coach is how you unlock your client’s potential. With this Specialty Toolkit, you’ll gain confidence in your identity and responsibilities as a skilled and well-rounded coach, then watch how this energizes your clients.

Learn how to deliver a consistent standard of coaching that improves client relationships by asking the best questions, setting and delivering clear expectations and more. Take your sessions from checklist to impactful interactions with this Specialty Toolkit.

Receive ICF Accredited Continuing Coach Education (CCE) hours.

Specialty Toolkit

A 90-Day Financial Coaching Program That Delivers Results

$1,997

While each client’s needs will be different, there’s more to financial coaching than just numbers. Seeing a clear example of what can be done each session and how all the pieces of a 90-day program fit together, you will be in a better position to deliver value, not overwhelm.

In this Specialty Toolkit, you will get a full 90-day financial coaching program you can use right away with your clients. Chances are, you’re already doing a great job for your clients, but you doubt the structure of your program or your ability to achieve consistent positive results for clients. There are some gaps to fill and some refinements to be made and it starts before your first coaching session with a client.

No longer struggle to justify the value of the service you provide to clients with this 90-day Financial Coaching Program that Delivers Results.

Receive ICF Accredited Continuing Coach Education (CCE) hours.

Specialty Toolkit

A 90-Day Financial Coaching Program That Delivers Results

$1,997

While each client’s needs will be different, there’s more to financial coaching than just numbers. Seeing a clear example of what can be done each session and how all the pieces of a 90-day program fit together, you will be in a better position to deliver value, not overwhelm.

In this Specialty Toolkit, you will get a full 90-day financial coaching program you can use right away with your clients. Chances are, you’re already doing a great job for your clients, but you doubt the structure of your program or your ability to achieve consistent positive results for clients. There are some gaps to fill and some refinements to be made and it starts before your first coaching session with a client.

No longer struggle to justify the value of the service you provide to clients with this 90-day Financial Coaching Program that Delivers Results.

Receive ICF Accredited Continuing Coach Education (CCE) hours.

Specialty Toolkit

Coaching on the Fundamentals of Personal Finance

$997

There are parts of money that are fundamental to all of us coaches and all of our clients. Things like getting out of debt, saving for emergencies, reviewing their credit report and scores, calculating their net worth, planning ahead successfully, watching their spending and more. Your clients hired you to coach them, not everyone else. So giving overly simplified, canned money advice just won’t do. If you believe personal finance is personal, then the way we coach our clients on these very important topics should also be personalized.

Each of these fundamental topics are presented in a step-by-step format that helps you differentiate between simply teaching financial concepts and effectively coaching on them.

With this Specialty Toolkit, you’ll be able to more confidently equip clients with practical tools to tackle the foundational aspects of personal finance – debt, savings, credit, spending and more.

Receive ICF Accredited Continuing Coach Education (CCE) hours.

Specialty Toolkit

Coaching on Advanced Topics in Personal Finance

$997

As a financial coach, you may find yourself helping people who are navigating more complicated financial scenarios or decisions. And when that happens, you probably wish you felt more confident in “the big stuff” – things like student loan repayment or buying a home, and being able to coach your clients through things like home equity lines of credit or second mortgages, investments, insurance and more. In many of these areas, we aren’t licensed, as coaches, to provide the ultimate solution or guidance for the client and that’s why this Specialty Toolkit is so important.

This Toolkit prepares you to have effective, impactful and meaningful conversations with your clients to better prepare them for what’s to come, the big decisions they are about to make and the conversations with other professionals that they will need to prepare for. This Toolkit sets you up to be a successful liaison, coach and ally to your client as they navigate these more complex areas of personal finance.

Specialty Toolkit

Coaching on Advanced Topics in Personal Finance

$997

As a financial coach, you may find yourself helping people who are navigating more complicated financial scenarios or decisions. And when that happens, you probably wish you felt more confident in “the big stuff” – things like student loan repayment or buying a home, and being able to coach your clients through things like home equity lines of credit or second mortgages, investments, insurance and more. In many of these areas, we aren’t licensed, as coaches, to provide the ultimate solution or guidance for the client and that’s why this Specialty Toolkit is so important.

This Toolkit prepares you to have effective, impactful and meaningful conversations with your clients to better prepare them for what’s to come, the big decisions they are about to make and the conversations with other professionals that they will need to prepare for. This Toolkit sets you up to be a successful liaison, coach and ally to your client as they navigate these more complex areas of personal finance.

Specialty Toolkit

Building Long-Lasting Financial Habits and Smarter Decision-Making

$997

When your clients first come to you, chances are your focus is on helping them get organized and remove the chaos they’re experiencing with money. Together you’re looking at the client’s spending and creating new routines. These initial new routines typically serve as the foundation for even better habits later. Once the chaos subsides, you can focus on diving into the root cause of your clients spending behaviors and look to create long-lasting, permanent habit change.

Sometimes clients form new habits quickly but they don’t always stick for the long haul. In this Specialty Toolkit, learn how to equip clients with strategies to develop sustainable money habits and smarter decision making.

Specialty Toolkit

Coaching With The Plan Ahead Method™

$497

Does your monthly budgeting template need an upgrade? Are you looking to enhance the client experience by seamlessly integrating technology into their financial journey? Would you like to see more real-time changes and updates to your client’s finances so you can better guide them during sessions?

If you love The Plan Ahead Budgeting Method™ and want more in-depth training and tutorials on how to best incorporate this tool into your coaching practice, this Specialty Toolkit is for you.

Specialty Toolkit

Coaching With The Plan Ahead Method™

$497

Does your monthly budgeting template need an upgrade? Are you looking to enhance the client experience by seamlessly integrating technology into their financial journey? Would you like to see more real-time changes and updates to your client’s finances so you can better guide them during sessions?

If you love The Plan Ahead Budgeting Method™ and want more in-depth training and tutorials on how to best incorporate this tool into your coaching practice, this Specialty Toolkit is for you.

Financial Coaches Are Loving The Toolkit

I started with Embodying the Role of a Financial Coach & loved it!

Testimonial

Loving the Financial Coaching Toolkit!

Testimonial

Be the first to hear about new Specialty Toolkits as they’re released!

Meet Your Instructors

Kelsa

Kelsa

Lead Coach

Hi, I’m Kelsa!

I spent 7 years as a financial advisor and corporate accountant – but it wasn’t until I started helping friends and family with their finances that I realized my passion wasn’t in making corporations more money – I wanted to help real people with their day-to-day finances. So, in 2010, I started my own financial coaching business, Fiscal Fitness PHX. And at the time, no one was providing the level of financial coaching that I wanted to – so I created most of my own systems and processes. These same systems and processes have helped launch me as a nationally recognized financial coach, and are exactly what we teach inside the Financial Coach Academy® and other programs. I’m also the proud author of the Financial Coaching Playbook – the definitive guide to starting and running a financial coaching business.

Jill

Jill

Lead Coach

Hi, I’m Jill!

My passion is helping people – which makes my position as the Director of Coaching at Fiscal Fitness Phoenix a perfect fit. (I’m also a Financial Coach Academy® Instructor, lead coach of our Elite VIP Program and co-creator of the Financial Coaching Toolkit. – to say I’m “all in” when it comes to creating trainings & content to help other financial coaches rock their businesses is a bit of an understatement!) I didn’t start my career as a financial coach (I was actually a clinical pharmacist.) until I went through my own financial coaching journey – it was truly transformative, and I realized that creating financial peace of mind, helping others achieve what I had, was exactly what I wanted to do all the time.  I love supporting our Financial Coach Academy® coaches as they gain the skills to guide their own clients toward  financial stability and peace of mind.

Financial Coaching Toolkit FAQ’s

What’s the difference between The Academy® and The Specialty Toolkits?

The Specialty Toolkits are for coaches who are ready to expand their skills and grow in their financial coaching careers. The Academy® is everything you need to become a coach, launch your coaching business and design a program that you can confidently and efficiently lead your clients through. The Academy® is where you start. You can purchase a Specialty Toolkit à la carte, but most coaches choose to go straight into The Academy® to get the solid foundation from which to grow.

Is this Specialty Toolkit included in The Academy®?

Four of the Specialty Toolkits are included in The Financial Coach Academy® program, making it the most robust and thorough training program for financial coaches that exists. The Academy® also includes lifetime access, live coaching with Kelsa every month and your own cohort of coaches to make the journey fun. The four Specialty Toolkits included in The Academy® are: (1) Embodying the Role of a Financial Coach ($497 value), (2) A 90-day Financial Coaching Program That Delivers Results ($1,997 value), (3) Coaching on the Fundamentals of Personal Finance ($997 value) and (4) Coaching With The Plan Ahead Method™ ($497 value).

How long do I have access to the content in the Financial Coaching Toolkit after I enroll?

Technically we’re not supposed to say you have “lifetime access” but… you get lifetime access. That means for as long as we are in business and mentoring financial coaches (which will be for our lifetime), you have access. We hope you refer back to your Specialty Toolkit often and for years to come!

Is closed captioning available in the Toolkit?

Unfortunately, due to a limitation of our course software, the Financial Coaching Toolkit is not currently available with closed captioning.

However, we have an option that might work if this is a deal-breaker for you. Please email us at info@FiscalFitnessPHX.com to inquire. Please note – The Academy® was created using a platform that allows for closed captioning so the training videos in The Academy® do include closed captioning.