Specialty Toolkit:

Building Long-Lasting Financial Habits and Smarter Decision-Making

Break bad habits, Build better ones

The good news is that some of your clients will want to take their coaching even further. They’ll love how their new financial changes feel so much, they’ll want to explore how they can make even more intentional financial choices. If you find yourself asking “How do I provide more?” that’s what you’ll learn in this Specialty Toolkit.

If you find yourself struggling to help clients break bad financial habits (maybe you thought they had broken them, but they keep coming back), it can be really frustrating. You probably wonder why you have difficulty motivating some clients to make better financial decisions and keep those habits going over a long period of time. Learn how to guide and support your clients in overcoming self-sabotaging behavior, develop more sustainable money habits, build smart decision-making frameworks and celebrate their successes along the way.

Specialty Toolkit:

Building Long-Lasting Financial Habits and Smarter Decision-Making

This Specialty Toolkit has 11 lessons covering specific coaching skills and practices including:

#1 Overcoming Impulsivity and Cultivating Delayed Gratification

#2 Spending Awareness and Intentionality

#3 Identifying and Overcoming Spending Triggers

#4 Identifying and Overcoming Spending Temptations

#5 Strategies for Preventing and Stopping Amazon Chaos

#1. Overcoming Impulsivity and Cultivating Delayed Gratification

When it comes to money, impulsive purchases can quickly derail financial progress. Seemingly small purchases can add up. Impulsive decisions can prevent clients from making progress towards their goals and they can find themselves feeling frustrated, unfulfilled and as though they can never have or do the things they truly desire. Their dreams seem unattainable and they can feel “stuck”.

Impulsivity might be something the client displays very early on in your coaching relationship or it could pop up from time to time and be triggered by a specific circumstance. In this lesson gain a better understanding of impulsivity with money so you can better recognize it, coach the client through it and help them cultivate a new behavior that will better serve them for the long run. 

This lesson is 52 minutes and contains 1 handout.

Key Roles

#2. Spending Awareness and Intentionality

For each and every one of us – the more self awareness we have and the more intentional we become – the better our lives are as a result. This is a gift we give to our clients by helping them cultivate these skills. 

Many financial decisions, bills and various purchases happen every week simply because it has been your client’s default way of spending. They often aren’t even fully aware of the spending they’re doing, so they can’t acknowledge that there might be alternative and less expensive options available. Their spending habits are well ingrained and they rarely stop to question them. 

This exercise is meant to help you talk to your client about having a more active interest, awareness and intentionality in the way they are spending their money. . 

This lesson is 38 minutes and contains 1 handout.

Key Roles

#3. Identifying and Overcoming Spending Triggers

Even your most disciplined clients can find themselves in situations where their smart decision making seems to escape them. There’s a certain thrill in witnessing a client’s financial progress, their improved decision-making, and feeling an overwhelming sense of pride in their financial growth and achievements.

But then, the unexpected occurs. Those rockstar clients, the ones who seem invincible in their financial choices,  suddenly make a decision so out of character that you’re both left feeling surprised, or even a little disappointed — because of the impact it has on the trajectory of their goals.

Learn about spending triggers, how to anticipate them and how to coach clients to gain awareness of their triggers so they can properly manage them. A more prepared coach means a more prepared client, turning potential setbacks into proactive discussions. 

This lesson is 38 minutes and contains 1 handout.

Key Roles

#4. Identifying and Overcoming Spending Temptations

A temptation to spend is something that encourages, pressures, or distracts clients from their plan. These temptations are typically things that are NOT planned for. Keep in mind, they aren’t necessarily bad or good…they can be really valuable expenses, but the point is that the client didn’t plan for it initially and they are being tempted to violate their own plan, and that alone is why these temptations are a “problem.” 

In this lesson, learn various strategies to help a client prevent spending temptations first and foremost, and then see how you can guide clients to coach themselves through their spending temptations when they occur.

This lesson is 41 minutes and contains 1 handout.

Key Roles

#5. Strategies for Preventing and Stopping Amazon Chaos

Amazon shopping is more common today than ever and it has become a big piece of many of our clients’ financial lives. The convenience and immediate reward of being able to purchase from Amazon pose a unique challenge when it comes to helping clients to manage their money.

Today we can find virtually ANYTHING we want on Amazon and have it delivered to our door, sometimes in as little as 2-4 hours. The convenience is incredible and in many ways makes the lives of our clients so much easier. But the ease of purchase can also make their spending so much greater too. 

When it comes to building better spending habits, clients will often elude to their Amazon spending as the #1 culprit or thing that derails them. Learn how to frame this conversation, analyze their spending habits on the platform and create structure and habits to support their success.

This lesson is 25 minutes and contains 1 handout.

Key Roles

#6 Designing the Client’s Unique Financial Decision-Making Framework

#7 Enjoying Life and Dismantling Limiting Beliefs About Free Activities

#8 Getting to the Heart of the Client’s Core Relationship With Money

#9 Using Financial Milestones to Create Focus for the Future

#10 Celebrating Wins – Expanding a Client’s Capacity for Success

#11 Boosting Momentum and Motivation With Rewards

#6. Designing the Client’s Unique Financial Decision-Making Framework

The outcome of a decision is secondary to HOW the decision was made.  The idea is this: There’s only so much any of us can control. Clients can THINK they’re making the right decision, and then something happens and they don’t achieve the outcome they had hoped for. 

Peace of mind comes from knowing that they made the decision the right way, based on what they knew at the time, what they could plan for, what they could control and based on a process they trust. In order to “trust the process” they’ve got to have a process

The outcome of this lesson is a successful and repeatable financial decision-making process your clients can rely on. If you stress effective decision-making, you want to give them a tool they could use when facing a decision in between coaching sessions. This tool also serves as a checklist for newer clients who are learning HOW to ask the right kinds of questions and ultimately form a habit around these practices.

This lesson is 28 minutes and contains 1 handout.

Key Roles

#7. Enjoying Life and Dismantling Limiting Beliefs About Free Activities

When clients are bored or looking for something to do, it’s easy to be tempted to go off the spending plan. Instead of spending unplanned money, you can equip them with a list of free activities and ideas instead. While this concept may not be as emotional as some of the others in this Specialty Toolkit, it is more than just handing your client a list of free activities and saying “Here — do these instead of spending money.” 

Some clients struggle to enjoy themselves without spending money or they have other limiting beliefs when it comes to the value of free things. By adding some intentionality to the client’s activities, they end up creating a win-win scenario: they get to enjoy the experience or activity and they have more money going to their goals. 

This lesson is 21 minutes and contains 1 handout.

Key Roles

#8. Getting to the Heart of the Client’s Core Relationship With Money

If you are beginning to feel at a loss for what to do to help a client curb their money neglect or spending recklessness, this lesson isn’t about a new concept or habit, but about shifting their perspective and relationship with money. Sometimes, creating new habits, building systems and addressing behavioral changes, just aren’t doing the trick. 

You aren’t talking numbers or looking at the client’s budget during this lesson, you’re helping them better understand their mind, thoughts and relationship with how they think about and care for their money and the role they see it playing in their life.

This lesson is 18 minutes and contains 1 handout.

Key Roles

#9. Using Financial Milestones to Create Focus for the Future

All too often a client doesn’t even know what they could be striving for financially. This lesson can be educational but also eye-opening and motivating for your clients. If you get the sense from your clients that they can’t see beyond their current, short-term goal or they sort of wonder “Where do I go from here?”, this concept will help them see the bigger roadmap for their money.

You can give clients the ability to self-identify where they are on their journey, the very next milestone and the bigger picture of where they’re heading.

This lesson is 18 minutes and contains 1 handout.

Key Roles

#10. Celebrating Wins – Expanding a Client’s Capacity for Success

It’s tempting to achieve one goal and move right on to the next. But there is no DEFINED moment when suddenly our clients will feel successful. There’s not some magic number in savings or a specific financial milestone where a client will go from not being a success to becoming one. Success is a feeling you have to help them cultivate within themselves.

Celebrating a client’s accomplishments is really about finding the balance between financial progress and financial pleasure. It can be easy for clients to experience burnout or lose the desire to keep putting in so much attention and effort is they don’t have much to look forward to along the way. Celebrating success is a practice that will add tremendous value to your client’s life and their journey with money.

In this lesson you’ll learn how to guide your client through understanding the “why” of celebrating their wins, discuss ideas for what celebration might look like for them and invite them to commit to this new focus.

This lesson is 18 minutes and contains 1 handout.

Key Roles

#11. Boosting Momentum and Motivation With Rewards

It’s important to teach your clients how to keep themselves going, even when things feel monotonous or they lose their initial motivation. Oftentimes a goal can feel so big, or like it will take so long, that it becomes really difficult to stick with it for the long run. 

Using rewards along the way and teaching your clients how to build those in for themselves is a powerful way to make the journey toward their goals more fulfilling and attainable.

In this lesson, we are going to be talking about some of the various ways you can help your clients to boost their momentum towards their financial goals through the use of strategic rewards.

This lesson is 18 minutes and contains 1 handout.

Key Roles

This Specialty Toolkit has 11 lessons covering specific coaching skills and practices including:

#1. Overcoming Impulsivity and Cultivating Delayed Gratification

When it comes to money, impulsive purchases can quickly derail financial progress. Seemingly small purchases can add up. Impulsive decisions can prevent clients from making progress towards their goals and they can find themselves feeling frustrated, unfulfilled and as though they can never have or do the things they truly desire. Their dreams seem unattainable and they can feel “stuck”.

Impulsivity might be something the client displays very early on in your coaching relationship or it could pop up from time to time and be triggered by a specific circumstance. In this lesson gain a better understanding of impulsivity with money so you can better recognize it, coach the client through it and help them cultivate a new behavior that will better serve them for the long run. 

This lesson is 52 minutes and contains 1 handout.

#2. Spending Awareness and Intentionality

For each and every one of us – the more self awareness we have and the more intentional we become – the better our lives are as a result. This is a gift we give to our clients by helping them cultivate these skills. 

Many financial decisions, bills and various purchases happen every week simply because it has been your client’s default way of spending. They often aren’t even fully aware of the spending they’re doing, so they can’t acknowledge that there might be alternative and less expensive options available. Their spending habits are well ingrained and they rarely stop to question them. 

This exercise is meant to help you talk to your client about having a more active interest, awareness and intentionality in the way they are spending their money. . 

This lesson is 38 minutes and contains 1 handout.

#3. Identifying and Overcoming Spending Triggers

Even your most disciplined clients can find themselves in situations where their smart decision making seems to escape them. There’s a certain thrill in witnessing a client’s financial progress, their improved decision-making, and feeling an overwhelming sense of pride in their financial growth and achievements.

But then, the unexpected occurs. Those rockstar clients, the ones who seem invincible in their financial choices,  suddenly make a decision so out of character that you’re both left feeling surprised, or even a little disappointed — because of the impact it has on the trajectory of their goals.

Learn about spending triggers, how to anticipate them and how to coach clients to gain awareness of their triggers so they can properly manage them. A more prepared coach means a more prepared client, turning potential setbacks into proactive discussions. 

This lesson is 38 minutes and contains 1 handout.

#4. Identifying and Overcoming Spending Temptations

A temptation to spend is something that encourages, pressures, or distracts clients from their plan. These temptations are typically things that are NOT planned for. Keep in mind, they aren’t necessarily bad or good…they can be really valuable expenses, but the point is that the client didn’t plan for it initially and they are being tempted to violate their own plan, and that alone is why these temptations are a “problem.” 

In this lesson, learn various strategies to help a client prevent spending temptations first and foremost, and then see how you can guide clients to coach themselves through their spending temptations when they occur.

This lesson is 41 minutes and contains 1 handout.

#5. Strategies for Preventing and Stopping Amazon Chaos

Amazon shopping is more common today than ever and it has become a big piece of many of our clients’ financial lives. The convenience and immediate reward of being able to purchase from Amazon pose a unique challenge when it comes to helping clients to manage their money.

Today we can find virtually ANYTHING we want on Amazon and have it delivered to our door, sometimes in as little as 2-4 hours. The convenience is incredible and in many ways makes the lives of our clients so much easier. But the ease of purchase can also make their spending so much greater too. 

When it comes to building better spending habits, clients will often elude to their Amazon spending as the #1 culprit or thing that derails them. Learn how to frame this conversation, analyze their spending habits on the platform and create structure and habits to support their success.

This lesson is 25 minutes and contains 1 handout.

#6. Designing the Client’s Unique Financial Decision-Making Framework

The outcome of a decision is secondary to HOW the decision was made.  The idea is this: There’s only so much any of us can control. Clients can THINK they’re making the right decision, and then something happens and they don’t achieve the outcome they had hoped for. 

Peace of mind comes from knowing that they made the decision the right way, based on what they knew at the time, what they could plan for, what they could control and based on a process they trust. In order to “trust the process” they’ve got to have a process

The outcome of this lesson is a successful and repeatable financial decision-making process your clients can rely on. If you stress effective decision-making, you want to give them a tool they could use when facing a decision in between coaching sessions. This tool also serves as a checklist for newer clients who are learning HOW to ask the right kinds of questions and ultimately form a habit around these practices.

This lesson is 28 minutes and contains 1 handout.

#7. Enjoying Life and Dismantling Limiting Beliefs About Free Activities

When clients are bored or looking for something to do, it’s easy to be tempted to go off the spending plan. Instead of spending unplanned money, you can equip them with a list of free activities and ideas instead. While this concept may not be as emotional as some of the others in this Specialty Toolkit, it is more than just handing your client a list of free activities and saying “Here — do these instead of spending money.”

Some clients struggle to enjoy themselves without spending money or they have other limiting beliefs when it comes to the value of free things. By adding some intentionality to the client’s activities, they end up creating a win-win scenario: they get to enjoy the experience or activity and they have more money going to their goals. 

This lesson is 21 minutes and contains 1 handout.

#8. Getting to the Heart of the Client’s Core Relationship With Money

If you are beginning to feel at a loss for what to do to help a client curb their money neglect or spending recklessness, this lesson isn’t about a new concept or habit, but about shifting their perspective and relationship with money. Sometimes, creating new habits, building systems and addressing behavioral changes, just aren’t doing the trick. 

You aren’t talking numbers or looking at the client’s budget during this lesson, you’re helping them better understand their mind, thoughts and relationship with how they think about and care for their money and the role they see it playing in their life.

This lesson is 18 minutes and contains 1 handout.

#9. Using Financial Milestones to Create Focus for the Future

All too often a client doesn’t even know what they could be striving for financially. This lesson can be educational but also eye-opening and motivating for your clients. If you get the sense from your clients that they can’t see beyond their current, short-term goal or they sort of wonder “Where do I go from here?”, this concept will help them see the bigger roadmap for their money.

You can give clients the ability to self-identify where they are on their journey, the very next milestone and the bigger picture of where they’re heading.

This lesson is 18 minutes and contains 1 handout.

#10. Celebrating Wins – Expanding a Client’s Capacity for Success

It’s tempting to achieve one goal and move right on to the next. But there is no DEFINED moment when suddenly our clients will feel successful. There’s not some magic number in savings or a specific financial milestone where a client will go from not being a success to becoming one. Success is a feeling you have to help them cultivate within themselves.

Celebrating a client’s accomplishments is really about finding the balance between financial progress and financial pleasure. It can be easy for clients to experience burnout or lose the desire to keep putting in so much attention and effort is they don’t have much to look forward to along the way. Celebrating success is a practice that will add tremendous value to your client’s life and their journey with money.

In this lesson you’ll learn how to guide your client through understanding the “why” of celebrating their wins, discuss ideas for what celebration might look like for them and invite them to commit to this new focus.

This lesson is 18 minutes and contains 1 handout.

#11. Boosting Momentum and Motivation With Rewards

It’s important to teach your clients how to keep themselves going, even when things feel monotonous or they lose their initial motivation. Oftentimes a goal can feel so big, or like it will take so long, that it becomes really difficult to stick with it for the long run. 

Using rewards along the way and teaching your clients how to build those in for themselves is a powerful way to make the journey toward their goals more fulfilling and attainable.

In this lesson, we are going to be talking about some of the various ways you can help your clients to boost their momentum towards their financial goals through the use of strategic rewards.

This lesson is 18 minutes and contains 1 handout.

Cost

$997

Cost

$997

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

$997

Cost

$997

Other Financial Coach Training Available