Financial Coach Academy LIVE Fall 2019

ENROLLMENT IN THE FALL 2019 ACADEMY IS SOLD OUT! CLICK HERE TO BE NOTIFIED WHEN ENROLLMENT OPENS: . The Financial Coach Academy is an intense, virtual and live program where you will learn practical, tried-and-true methods for starting and operating your very own financial coaching business. Let us help you take the stress out of getting started! The first lesson starts August 29th, 2019 at 5:30 pm AZ time.

Interested in this course? Email us at


Have you been wanting to give financial coaching a try but aren’t sure where to start?

Or have you already jumped in but find yourself getting lost in the systems, tools, and processes you need to successfully run your business?

Do you feel like you need someone to show you the way?

Great. You’re in the right place.

The Financial Coach Academy™ is a virtual course designed to teach you practical, tried-and-true methods for starting or leveling up your financial coaching business.

Learn how to become a financial coach (or how to become a better financial coach).

The Financial Coach Academy will teach you how to create and efficiently run your financial coaching business all the while learning how to attract clients and become an effective coach. Our instructors aren’t academics or researchers. They are financial coaches who teach while also running and growing their financial coaching business for more than a decade.

It’s a practical, easy-to-follow course that gives you the confidence to start or grow your coaching business, whether it’s a side hustle or your primary source of income.

Please be sure to also check out  for more free resources for financial coaches and more information about this and other courses.

Just a few reviews of the Financial Coach Academy

Enroll Now!

Create a business that can last a lifetime.

In order to effectively run your financial coaching business, you need to master financial concepts, refine your coaching skills, and gain business acumen. It’s what sets the Financial Coach Academy apart from other financial coach training programs. We don’t just focus on financial theories or coaching skills. We look at your whole business.

Save Time. Jumpstart Your Business with Financial Coach Training.

We are here to demystify and decrease the amount of time it takes to get your business off the ground or to the next level. By giving you an honest, no-holds-bar look at how we run our business and by providing all of the materials we use and have created over the last decade, you’re building with a blueprint – not trying to draw up the plans. Imagine all the handouts, materials and contracts it will take you hours to create on your own, handed to you on a silver platter instead.

That’s what you get with the Financial Coach Academy.

Sign up today for only $2,797!

Launch your financial coaching career! 

Join the Academy - $2,797

or choose the 4-payment option! Pay $770 today and get enrolled in the Academy immediately. Then pay $770 in 30, 60 and 90 days! 

Join the Academy - 4 payment option

Here's what else you will learn in the Financial Coach Academy

A business you can be proud of

  • Identify your purpose, find your target client, and define what success looks like to you. Learn how to separate yourself from the pack and define what success as a financial coach looks like TO YOU!

First Impressions and Client Onboarding

  • How to make a good first impression with easy and inexpensive tools, systems for onboarding and serving your clients smoothly, while creating velvet ropes in your business!
  • Includes framework but also real scripts we use everyday in our business.

Program Design & Development

  • Design your coaching packages, create your ideal schedule, and figure out pricing and payment options for clients.
  • Receive coaching templates, questionnaires, contracts and all the materials we use in our financial coaching business!

Coaching Skills

  • Your coaching is likely to go beyond just budgeting and we want to help you grow your skills as a coach. We'll help you understand your coaching role clearly, learn how to ask effective questions, and understand the typical flow of a meeting.
  • We'll discuss trickier coaching situations so you gain confidence in tackling them with the client.
  • We'll help you feel more confident in how you can serve your client well as a financial coach.


  • We'll teach you both basic and advanced marketing strategies so you can start to have conversations that create cash, build a network of referral partners and create social proof!
  • We'll also help you design a signature talk and workshop, set up for expo booths, start a podcast, create Facebook ads, build engagement using social media, and find speaking engagements.

Financial Concepts

  • This isn't your basic and boring personal finance literacy concepts. Oh no! We totally take it up a notch by focusing on skill-based teachings so you can affect REAL change with your clients.
  • We teach you the process for designing handouts and exercises for your clients.
  • We give you all the exercises and handouts we teach our clients on a regular basis!

Sales Conversations

  • Have complete confidence during a sales conversation, practice role-playing scripts and learn how to think in the client's best interest.

Corporate Wellness

  • How to create and run a successful corporate wellness program designed to help employees achieve financial wellness.

Other Financial Coaching Services

  • In addition to one-on-one coaching and Corporate wellness, there are other programs you could offer such as Daily Money Management and group programs. We help you navigate these!

What's included in the Financial Coach Academy?

10 Lessons with dozens of videos, supplemental materials and guides

90 Videos including lessons, Q&A sessions with other coaches, and ancillary instruction

160+ Downloads, templates, contracts and handouts

32 Additional Mastermind lessons

Lifetime access to the materials is included in the cost of the Financial Coach Academy.

We don’t expect you to get everything right off the bat. We cover a lot of material, and we want you to have the ability to go back and watch whatever lessons you need as issues and questions pop up in your business. You’ll never lose access to the materials in the course. We’re in this for the long haul.

Sign up today for only $1,297!

Launch your financial coaching career! 

Join the Academy - $2,797

We also have a payment plan option: 4 payments of $770.  You will be charged $770 today and $770 in 30, 60, and 90 days. 

Join the Academy - 4 payment option

Fall 2019 Schedule 

(All times are Arizona time. Arizona doesn't observe daylight savings time so be sure to check your local time compared to Arizona time).

Lessons occur on Thursdays at 5:30pm AZ time. Each week there are Mastermind/Q&A calls on Tuesdays at 4:00pm and Saturdays at 8:00am (AZ time). 

August 29 5:30pm

Execution Week

September 12 5:30pm

Execution Week

September 26 5:30pm

Execution Week

October 10 5:30pm

Execution Week

October 24 5:30pm

October 29 5:30pm  **switch due to Halloween**

Execution Week 

November 14 5:30pm

November 21 5:30pm

Execution Week

December 3 5:30pm *change due to prior commitment*

December 12 5:30pm

Every week there will also be LIVE Q&A calls each Tuesday at 4:00PM (AZ) and Saturday at 8:00AM (AZ). Join as many of these as you are able to receive continuous mentorship, feedback, advice, coaching, and a pep talk!

Launch your financial coaching career! 

Join the Academy - $2,797

We also have a payment plan option: 4 payments of $770.  You will be charged $770 today and $770 in 30, 60, and 90 days. 

Join the Academy - 4 payment option

Please be sure to also check out for more free resources for financial coaches and more information about this and other courses.

Even More Happy Participants & Future Financial Coaches!

 Why We Created the Academy

 Financial Coaches have the power to change   the world. We truly believe that. In fact, it’s   why we created the Financial Coach Academy.

Kelsa had such a passion for what she did that she wanted to help everyone take the stress out of managing their money. Literally everyone. But knowing there was just one Kelsa, she knew it wasn’t possible. Who has that kind of time? She grew her team to include her husband Michael and Fiscal Fitness’ lead coach Jill Emanuel.

But that was just the start. We realized if we created a course that showed everyone what we have learned over 10 years of helping clients and running a successful business, that we could help more coaches coach more people. The Financial Coach Academy is our way to help as many people get financial coaching as possible. So thank you for contributing to our long-term goal. We are so glad you are or want to become a financial coach.