Do you want to start a financial coaching business but aren’t sure where to start? Have you tried DIY’ing it with free training, podcasts, and blog posts but still feel like you’re spinning your wheels? Do want someone to show you the way AND help you create a business you love? Great. You’re in the right place.
We are here to demystify financial coaching and decrease the amount of time it takes to get your business off the ground or to the next level. We give you an honest, no-holds-bar look into how we run our financial coaching business and provide all of the materials and scripts we have created since starting our business more than a decade ago. You’re building with a blueprint, not trying to draw up the plans. We’ve been at this for a while and know what it takes to become a success coach. Let us show you how.
The Financial Coaching Playbook is a how-to guide for creating, running or refining your financial coaching business (with heaps of inspiration thrown in for good measure!). This book provides the guidance and support coaches need to confidently pursue a coaching career – be it full-time or as a side hustle. But it also provides the space to confidently design the business you want to run.
The Academy™ is an online program designed to walk you through every aspect of becoming a financial coach. Coach with confidence and run a legit business that adds to your life.
There are plenty of resources for coaches to run a better business whether it’s finding an ideal client, improving their marketing, or streamlining their processes. That is the kind of stuff we teach in the Financial Coach Academy. But what about the person who’s running a great business already and wants to help their clients achieve better and faster results? That’s who we created the Financial Coach Toolkit for – people wanting to get better at the coaching part of their business and turn long-term coaching clients into lifelong clients.
Check out our variety of virtual and in person events including our Financial Coaching Symposium (2-day conference), Inspired Grace Retreat (womens-only retreat), and our 21-day challenge!
After 7 years as a financial advisor and corporate accountant, I realized that I didn’t want to sell investments and insurance or deal with corporate red tape. I wanted to go after my real passion – helping people with their day-to-day finances, something I truly loved. So in 2010, I quit my corporate job so I could start my own business as a financial coach. At the time, there were no people doing what I wanted to do (and there are still very few), so I had to start from scratch. I worked out of my den helping friends and my family and created most of my own systems and processes. These same systems and processes have helped launch me as a nationally recognized financial coach are what I cannot wait to teach you in the Academy and the Financial Coaching Toolkit. I’m also the author of the Financial Coaching Playbook – the definitive guide to starting and running a financial coaching business.
Like this post all about the best books to read as a financial coach!