With more than a decade of experience running a highly successful, $7+ figure financial coaching business, we’re confident when we say that we’ve cracked the code for creating lifetime, super-fan clients.
And now, we want to help you create those same super-fan clients who are thrilled to work with you loooooooong after they complete their initial program.
No more panicking when your client “graduates” from their initial program and immediately asks, “What’s next?”
Once your clients have completed their initial program, their need for coaching doesn’t vanish – it changes. And, with targeted, strategic Growth Areas to choose from, you can design a client journey that not only fits your client’s needs but allows you to grow and scale your skills as a coach and, ultimately, your business – by offering additional solutions, programs, and support.
The Financial Coaching Toolkit contains laser-focused Growth Areas designed to solve specific issues that financial coaches encounter. Every single one of the Growth Area programs contains the tools you need for success – including videos, worksheets, templates, and more, which makes it super easy to select the Growth Areas that you need to level up your financial coaching skills and fill your practice. Have questions, check out our FAQs below.
If you’ve never had a paying client, run a business, picked a niche, haven’t had a chance (or aren’t sure how) to put systems and processes in place, or aren’t clear on your offer(s), the Toolkits on this page are not where you want to start. We are thrilled that you found us, and we want you to have an awesome experience, which means you need to build your foundation before you start adding additional “bonus” tools, techniques, and lessons. We encourage you to start with our foundational course for Financial Coaches: the Financial Coach Academy®. Find out more RIGHT HERE.
Ready to build your very own
Financial Coaching Toolkit?
Growth Areas Available Now
Growth Areas 1, 2 & 3 are now ICF approved, so you will receive ICF Accredited Continuing Coach Education (CCE) hours.
Embodying the Role of a Financial Coach
Regardless of how you became a financial coach, it’s important that you fully embrace your role & show up fully for your clients. Learn how to ask the BEST questions, how to set and deliver clear expectations with your clients, and a whole lot more. Receive ICF Accredited Continuing Coach Education (CCE) hours.
A 90-Day Financial Coaching Program that Delivers Results
Ever wonder how Financial Coaches get absolutely out-of-this-world reviews? They’ve got a program designed to deliver results – and now, you can, too (and when you sign your first client, you’ll make your $$$ back). Receive ICF Accredited Continuing Coach Education (CCE) hours.
Growth Area 3
Coaching on the Basics of Personal Finance
Teaching about debt and coaching a client through debt are two entirely different things. This Growth Area will set you up to be an expert COACH when taking your clients through the basics of personal finance. We’ll tackle debt, savings, and more! Receive ICF Accredited Continuing Coach Education (CCE) hours.
Coaching on Advanced Topics in Personal Finance
In coaching, many clients will face big decisions like student loans, home buying, investing, bankruptcy, and more. Learn to better coach them, prepare them to meet with other experts, and navigate such scenarios confidently in this Toolkit.
Growth Area 5
Coaching on Spending Habits and Financial Decision-Making
Growth Area 5 will help you coach your clients to cultivate money habits to support their future – including overcoming their self-sabotaging spending, increasing awareness and intentionality, and to self-motivate and celebrate their successes.
The Plan Ahead Method Tech Tutorial
Technology is a powerful tool – but teaching someone how to use it can be frustrating. Use our tutorials for the Plan Ahead Method™ Budget so you can better support your clients as they develop their new habits.
Growth Areas Coming in 2024
Growth Area 6
Coaching on Finding Extra Money
Growth Area 7
Coaching Couples, Partners, and Parents
Growth Area 8
Coaching Small Business Owners
Growth Area 9
Coaching on Money Mindset
Growth Area 10
Annual Exercises To Do With Your Clients
Meet Your Mentors
Hi, I’m Kelsa!
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.
Hi, I’m Jill!
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.