Specialty Toolkit:

Coaching With The Plan Ahead Method™

*This Specialty Toolkit is included in the Financial Coach Academy®. Explore The Academy® here*

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

The most powerful gift we can give our clients is clarity — the ability to see their money clearly. Imagine a tool that shows your clients the impact a decision they’re making today would have on their life next week, next month and even next year. The snapshot of a typical monthly budget doesn’t provide that to our clients but The Plan Ahead Method™ does.

Not sure what The Plan Ahead Method™ is? Listen to episode 39 of the Financial Coach Academy podcast to learn more.

In this Specialty Toolkit, you’ll use the demo budgets and tutorial videos provided to help your clients get organized, plan multiple paychecks in advance, and get ahead of their day-to-day money — freeing you both up to focus on other areas of their financial life.

Learn best practices for introducing, coaching and improving upon your clients’ results with this simple yet effective planning tool.

Specialty Toolkit:

Coaching With The Plan Ahead Method™

This Specialty Toolkit has six lessons covering specific coaching skills and practices including:

#1 Improving Clients Results With The Plan Ahead Method™ Budget

#2 Introducing Clients to The Plan Ahead Method™ Budget

#3 Coaching Using the Plan Ahead Method™ Budget

#4 Choosing the Best Plan Ahead Method™ Template for Your Clients

#5 Client Tutorial Videos

#6 Coaching The Plan Ahead Method™ In Special Scenarios

#1. Improving Clients Results With The Plan Ahead Method™ Budget

Help clients get a handle on the money coming in and going out quickly and more effectively. Learn how this method of budgeting — The Plan Ahead Method™ — takes into account life’s fluctuations, the timing of real life and helps clients to see their money more clearly. It won’t take long for you to see why it makes clients more excited to budget.

This lesson is 31 minutes and contains 4 handouts.

Key Roles

#2. Introducing Clients to The Plan Ahead Method™ Budget

How you introduce clients to The Plan Ahead Method™ is an important step and can determine how overwhelmed or excited your clients feel when adopting this new tool. We have introduced this method to thousands of clients over the years which means we’ve been able to perfect the step-by-step approach that works best for people. Learn exactly how to methodically teach this new process in a way clients understand.

This lesson is 12 minutes and contains 1 handouts.

Key Roles

#3. Coaching Using the Plan Ahead Method™ Budget

Once this budgeting method is introduced to the client, seamlessly adopting it into their routine is the next step. You will want to keep an eye and follow up on key aspects of how they’re using their Plan Ahead Budget™ over the first few coaching sessions. You’ll learn how to provide clear coaching expectations so they’re not just updating the budget, but using it to make better financial decisions. 

This lesson is 14 minutes and contains 3 handouts.

Key Roles

#4. Choosing the Best Plan Ahead Method™ Template for Your Clients

The Plan Ahead Method™ Budget is customizable, which is one of the reasons it will work for so many of your clients. You will need to decide early on the best template for your client to use among three main options. In this lesson, you’ll learn the key differences and why one might be better for your client than another. 

This lesson is 15 minutes and contains 1 handout.

Key Roles

#5. Client Tutorial Videos

Updating The Plan Ahead Method™ is part art and part science. Over the years, we’ve learned the most efficient and effortless steps for clients to take and created a variety of training videos for our clients. In this lesson, you get all of these tutorial videos to share directly with your clients as well. It’s like having an immediate training vault that boosts your clients likelihood of success and confidence using this amazing financial tool. Look more professional with a tech tutorial video stack that is accessible to your clients. Imagine how good you’ll look!

This lesson contains 11 client tutorial videos that can be shared directly with your clients.

Key Roles

#6. Coaching The Plan Ahead Method™ In Special Scenarios

Once your clients become financial rockstars, they may express an interest in using credit cards as part of their money management system. Credit cards can be a useful tool for some people who are responsible, make smart financial decisions and see their money clearly. How credit cards are incorporated into The Plan Ahead Method™ is a new level of skill. In this lesson, you’ll see exactly how two strategies can be combined — The Plan Ahead Method™ and credit cards — and learn how to coach your clients on this important topic. 

You’ll also explore other special circumstances that may be helpful when working with clients. 

This lesson contains 6 client tutorial videos that can be shared directly with your clients.

Key Roles

This Specialty Toolkit has six lessons covering specific coaching skills and practices including:

#1. Improving Clients Results With The Plan Ahead Method™ Budget

Help clients get a handle on the money coming in and going out quickly and more effectively. Learn how this method of budgeting — The Plan Ahead Method™ — takes into account life’s fluctuations, the timing of real life and helps clients to see their money more clearly. It won’t take long for you to see why it makes clients more excited to budget.

This lesson is 31 minutes and contains 4 handouts.

#2. Introducing Clients to The Plan Ahead Method™ Budget

How you introduce clients to The Plan Ahead Method™ is an important step and can determine how overwhelmed or excited your clients feel when adopting this new tool. We have introduced this method to thousands of clients over the years which means we’ve been able to perfect the step-by-step approach that works best for people. Learn exactly how to methodically teach this new process in a way clients understand.

This lesson is 12 minutes and contains 1 handouts.

#3. Coaching Using the Plan Ahead Method™ Budget

Once this budgeting method is introduced to the client, seamlessly adopting it into their routine is the next step. You will want to keep an eye and follow up on key aspects of how they’re using their Plan Ahead Budget™ over the first few coaching sessions. You’ll learn how to provide clear coaching expectations so they’re not just updating the budget, but using it to make better financial decisions.

This lesson is 14 minutes and contains 3 handouts.

#4. Choosing the Best Plan Ahead Method™ Template for Your Clients

The Plan Ahead Method™ Budget is customizable, which is one of the reasons it will work for so many of your clients. You will need to decide early on the best template for your client to use among three main options. In this lesson, you’ll learn the key differences and why one might be better for your client than another. 

This lesson is 15 minutes and contains 1 handout.

#5. Client Tutorial Videos

Updating The Plan Ahead Method™ is part art and part science. Over the years, we’ve learned the most efficient and effortless steps for clients to take and created a variety of training videos for our clients. In this lesson, you get all of these tutorial videos to share directly with your clients as well. It’s like having an immediate training vault that boosts your clients likelihood of success and confidence using this amazing financial tool. Look more professional with a tech tutorial video stack that is accessible to your clients. Imagine how good you’ll look!

This lesson contains 11 client tutorial videos that can be shared directly with your clients.

#6. Coaching The Plan Ahead Method™ In Special Scenarios

Once your clients become financial rockstars, they may express an interest in using credit cards as part of their money management system. Credit cards can be a useful tool for some people who are responsible, make smart financial decisions and see their money clearly. How credit cards are incorporated into The Plan Ahead Method™ is a new level of skill. In this lesson, you’ll see exactly how two strategies can be combined — The Plan Ahead Method™ and credit cards — and learn how to coach your clients on this important topic. 

You’ll also explore other special circumstances that may be helpful when working with clients. 

This lesson contains 6 client tutorial videos that can be shared directly with your clients.

Cost

$497

Cost

$497

See What Other Coaches Are Saying

This Specialty Toolkit also includes:

Our Financial Coaching Framework:

Every exercise we create uses this framework. It can be applied to any financial topic you want to review and discuss with your clients and has been adopted over the years from coaches around the world and other industries. 

Using this framework allows you to systematically and consistently: 1) teach your clients a new financial concept, 2) coach them to practice self-awareness, assess a situation and create a plan of action and 3) commit to changes and overall growth in order to get results. 

Handout Templates:

Easily create your own handouts to use with your clients using the five Canva handout templates provided. Make your coaching concepts more visual for your clients by adding your colors, images and very own style to these handouts templates. Five template options are included based on the type of handout you want to create:

Template 1: Content (for educational content with heavy text)
Template 2: Reflection Questions
Template 3: Journal Prompt
Template 4: Bulleted Lists
Template 5: Checklists

Handout Template Tutorial:

If you’re new to using Canva, the online graphic design tool, or find it frustrating to use, this Specialty Toolkit includes a step-by-step tutorial video on using Canva. Learn best practices for modifying the above templates in order to simplify and speed up your content creation efforts.

These added bonuses help you to create professional and cohesive looking handouts and content to uplevel your brand.

Cost

$497

Cost

$497

Other Financial Coach Training Available