Financial Coach Academy LIVE February 2019

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 February 7th, 2019 at 5:30 pm AZ time.

Spring Semester 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)

Lesson 1

February 7th 5:30pm

Lesson 2

February 14th 5:30pm

Lesson 3

February 21st 5:30pm

Lesson 4

Execution week - no live class

Lesson 5

March 7th 5:30pm

Lesson 6

March 14th 5:30pm

Lesson 7

Execution week - no live class

Lesson 8

March 28th 5:30pm

Lesson 9

April 4th 5:30pm

Lesson 10

April 11th 5:30pm 

Lesson 11

April 18th 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

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

Are you a financially savvy person person that loves helping people budget, pay off debt and reach their financial goals? Do you love all things personal finance and want to help people master this skill too? Are you a financial advisor that is tired of the quotes, sales, and compliance headaches? Are you a business coach or professional organizer who wants to learn a proven system to help your clients organize their finances?

Are you ready to take the next step in your life to become a successful financial coach?

If that’s you then you are in the right place.

The Financial Coach Academy is an exclusive online, 11 week program that teaches everything I have learned in nearly 10 years as a financial coach and gives you the tools and basics to make a living doing this too. Please be sure to also check out for more free resources for financial coaches and more information about this and other courses.

Imagine if you could learn the systems and strategies to turn your love for personal finance into a thriving six figure business. 

With this program we want to show you how to design your Financial Coaching business on your own terms

The Academy is right for you if:

  • You are overwhelmed trying to start a financial coaching career and feel stuck by information paralysis, spinning your wheels and trying to piece together a process.

  • You want to stand out among other financial coaches and advisors in a way that positions you as an expert in the industry

  • You want to attract new clients who are excited to coach or invest with you.

  • You are a financial advisor, business coach or corporate number-cruncher who is in a messy cycle of undervaluing yourself, your time and are stuck in hobby-mode.

  • You are craving a step-by-step system (the kind they definitely don't teach in most schools or certificate classes) without having to invest tens of thousands of dollars.

  • You know that without the tough love support of a coach and mastermind behind you, you're going to be stuck in the long and expensive route.

  • You don't want to figure out through trial and error. (Hint: I'll tell you what not to do because I've already tried everything. I know what does and doesn't work.)

Included in the program:

  • Weekly online modules and coaching video conferences that teach you how to master power partners, on-boarding, systematize coaching sessions for individuals, couples and small business owners, marketing and much more. All recorded so you can join live or watch any time! VALUE: $9,000

  • Access to the online resource library released with each training call. It includes downloads, contracts, worksheets and other material it took me nearly 10 years to perfect. VALUE: $2,500

  • Access to an exclusive mastermind group of other like minded financially, savvy professionals who are on the same journey as you. VALUE: $1,800

  • Weekly Live Q&A calls and masterminds to gain feedback as you execute all your new ideas. VALUE: $5,000

  • One on one feedback from Kelsa and her team. VALUE: Exponential!

Total Value: $18,300

Sign up today for only $2,797!

What's included?

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

What will you learn in the Academy?

Lesson 1: "A business you can be proud of"

  • Overview
  • Identifying your "Why"?
  • Separating from the Pack
  • Crafting your story
  • Finding your target client
  • Making an impact in the world
  • Define what success looks like for you

Lesson 2: Client Conversion

  • First impressions
  • Wowing the client
  • Phone scripts
  • On-boarding
  • Overcoming objections
  • Discovery sessions
  • Contracts
  • Questionnaires

Lesson 3: Program Design & Development

  • Designing packages, sessions, schedule and pricing
  • The importance of the client experience
  • Pricing and collecting payments
  • Sales conversations that work
  • Group programming
  • Client templates

Lesson 4: Execution Week

  • Best practices
  • Designing packages
  • Client experience
  • Pricing and payments
  • Sales conversations
  • Group programming
  • Premium offer

Lesson 5: Basic marketing for financial coaches

  • Conversations create cash
  • Referral Partners
  • Networking and referral groups
  • Social Proof
  • Blogging
  • Social Media

Lesson 6: Financial concepts and training I

  • Exercises beyond just budgeting
  • Communication for couples
  • Asking effective questions
  • Your coaching role
  • Creating amazing content
  • Coaching business owners

Lesson 7: Execution Week

Lesson 8: Financial Concepts and training II

  • Services other than one-on-one coaching
  • Daily money management
  • Coaching through various situations
  • Fiscal Fitness budgeting method

Lesson 9: Sales Lab Training

  • Confidence in the sales conversation
  • A How To Guide to sales conversations
  • Thinking in the best interest of the client
  • When sales becomes yucky
  • Role playing scripts
  • Overcoming common objections

Lesson 10: Advanced marketing for financial coaches

  • Workshops
  • Expos
  • Podcast
  • Facebook ads
  • Speaking
  • Surveys and client result statistics
  • Marketing open Q and A

Lesson 11: Looking ahead

  • Corporate Wellness services
  • Hiring your first employee
  • Looking ahead and strategizing with your business
  • Annual goal planning
  • Time management
  • Budgeting for your coaching business

Sign up today for only $2,797!

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!

Kelsa Dickey
Kelsa Dickey
Owner and Financial Coach Trainer

About the Instructor

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 that was draining my life force and affecting my marriage 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. 

Over the course of ten years I have optimized and perfected my Financial Coaching business to maximize the impact I have on clients, my work/life balance and income. These same systems and processes have helped launch me as a nationally recognized financial coach.  I want Financial Coach Academy to show you how to create a similar business model that is flexible enough to take on your own personality, style and strengths.