Financial Coaching Toolkit (3 Payments)

The Financial Coaching Toolkit is a collection of resources to help you help your clients. It provides dozens of worksheets, templates and videos that explain how to walk your clients through new and different coaching concepts.

3-PAYMENTS OF $659 Free Preview

Pricing

For our pay-in-full option and immediate access to the entire toolkit, choose "All Courses."

3-Payments of 659.00

Regular Price

Get started today!

What's included

The Financial Coaching Toolkit is designed for you to go at your own pace and use the relevant content for your clients and coaching needs.

13 different coaching topics with videos and handouts
Over 50 coaching exercises
100+ videos, downloads and templates

Lifetime access to the materials is included in the cost of the Financial Coaching Toolkit.

We created the Toolkit to grow with your business. While the Toolkit includes lessons and scenarios that are more likely to occur with veteran coaches and long-term clients, any coach who has moved beyond the beginning phase of their business will find value in the lessons and exercises included in the Toolkit. And even better, by investing in the Toolkit now, you'll be more prepared when you're in growth mode. That's why lifetime access is included. 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.

Topics, Lessons & Exercises

All content is go at your own pace and whatever relates to your current business needs with clients.

1. Welcome
2. Welcome to the Financial Coaching Toolkit - Please watch first
3. Table of Contents
4. Release Schedule
5. Financial Coaches Unite Facebook Group
  FREE PREVIEW
1. 1.1 - 4 Key Roles of a Financial Coach - SUMMARY
2. 1.1 - 4 Key Roles of a Financial Coach - VIDEO
3. 1.1 - 4 Key Roles of a Financial Coach - HANDOUT
4. 1.2 - Effective Questions - Types of Questions You Can Ask - SUMMARY
5. 1.2 - Effective Questions - Types of Questions You Can Ask - VIDEO
6. 1.2 - Effective Questions - Types of Questions You Can Ask - HANDOUT
7. Theme 1 - FEEDBACK FORM
1. 2.1 - 3 Values Exercise - SUMMARY
2. 2.1 - 3 Values Exercise - VIDEO
3. 2.1 - 3 Values Exercise - HANDOUT
4. 2.2 - 4 Strategies for Getting Out of Debt - SUMMARY
5. 2.2 - 4 Strategies for Getting Out of Debt - VIDEO
6. 2.2 - 4 Strategies for Getting Out of Debt - HANDOUT
7. 2.3 - Credit Report & Score - SUMMARY
8. 2.3 - Credit Report & Score - VIDEO
9. 2.4 - Emergency Budget - SUMMARY
10. 2.4 - Emergency Budget - VIDEO
11. 2.4 - Emergency Budget - HANDOUT
12. 2.5 - Financial Principles - SUMMARY
13. 2.5 - Financial Principles - VIDEO
14. 2.5 -Financial Principles - HANDOUT
15. 2.6 - Net Worth - SUMMARY
16. 2.6 - Net Worth - VIDEO
17. 2.6 - Net Worth - HANDOUT
18. 2.6 - Net Worth - WORKSHEET
19. 2.7 - Savings Rate - SUMMARY
20. 2.7 - Savings Rate - VIDEO
21. 2.7 - Savings Rate - HANDOUT
22. 2.7 - Savings Rate - Know & Grow Your Savings Worksheet - HANDOUT
23. Theme 2 - FEEDBACK FORM
1. 3.1 - Planning Ahead - SUMMARY
2. 3.1 - Planning Ahead - VIDEO
3. 3.1 - Planning Ahead - HANDOUT
4. 3.2 - Annual Planner/Month by Month Calendar - SUMMARY
5. 3.2 - Annual Planner/Month by Month Calendar - VIDEO
6. 3.2 - Annual Planner/Month by Month Calendar - HANDOUT
7. 3.3 - Planning Ahead Worksheets Galore - SUMMARY
8. 3.3 - Planning Ahead Worksheets Galore - HANDOUT
9. Theme 3 - FEEDBACK FORM
1. 4.1 - Goal Setting - SUMMARY
2. 4.1 - Goal Setting - VIDEO
3. 4.1 - Goal Setting - HANDOUT
4. 4.2 - Milestone & Rewards System - SUMMARY
5. 4.2 - Milestone & Rewards System - VIDEO
6. 4.3 - Financial Milestones - SUMMARY
7. 4.3 - Financial Milestones - VIDEO
8. 4.3 - Financial Milestones - HANDOUT
9. 4.4 - Celebrating Financial Wins - SUMMARY
10. 4.4 - Celebrating Financial Wins - VIDEO
11. 4.4 - Celebrating Financial Wins - HANDOUT
12. Theme 4 - FEEDBACK FORM
1. 5.1 - Coaching on Credit Cards - SUMMARY
2. 5.1 - Coaching on Credit Cards - VIDEO
3. 5.1 - Coaching on Credit Cards - RESOURCES
4. 5.2 - Necessities vs. Wants - SUMMARY
5. 5.2 - Necessities vs Wants - VIDEO
6. 5.3 - Impulsivity vs Delayed Gratification - SUMMARY
7. 5.3 - Impulsivity vs Delayed Gratification - VIDEO
8. 5.4 - Free Activities To Do - SUMMARY
9. 5.4 - Free Activities To do - VIDEO
10. 5.4 - Free Activities To Do - HANDOUT
11. 5.5 - Spending by Default - SUMMARY
12. 5.5 - Spending by Default - VIDEO
13. 5.6 - Self Assessment Exercise - SUMMARY
14. 5.6 - Self Assessment Exercise - VIDEO
15. 5.6 - Self Assessment Exercise - HANDOUT
16. Lesson 5 - FEEDBACK FORM
1. 6.1 - Having a Bad Month - Red Flags to Identify and Plan to Overcome - SUMMARY
2. 6.1 - Having a Bad Month - Red Flags to Identify and Plan to Overcome - VIDEO
3. 6.2 - Identify Triggers - SUMMARY
4. 6.2 - Identify Triggers - VIDEO
5. 6.2 - Identify Triggers - HANDOUT
6. 6.3 - Overcoming Temptations - SUMMARY
7. 6.3 - Overcoming Temptations - VIDEO
8. 6.3 - Overcoming Temptations - HANDOUT
9. Theme 6 - FEEDBACK FORM
1. 7.1 - Uneven Power Dynamic During Coaching Session - SUMMARY
2. 7.1 - Uneven Power Dynamic During Coaching Session - VIDEO
3. 7.2 - Couples & Communication, Defined Tasks - SUMMARY
4. 7.2 - Couples & Communication, Defined Tasks - VIDEO
5. 7.3 - Taking Inventory - SUMMARY
6. 7.3 - Taking Inventory - VIDEO
7. 7.3 - Taking Inventory - HANDOUT
8. 7.4 - Couples Who Keep Money Separate - SUMMARY
9. 7.4 - Couples Who Keep Money Separate - VIDEO
10. 7.5 - Kids & Allowance - SUMMARY
11. 7.5 - Kids & Allowance - VIDEO
12. 7.5 - Kids & Allowance - HANDOUT
13. 7.6 - Car Contract - SUMMARY
14. 7.6 - Car Contract - VIDEO
15. 7.6 - Car Contract - HANDOUT
16. 7.7 - Cell Phone Contract - SUMMARY
17. 7.7 - Cell Phone Contract - VIDEO
18. 7.7 - Cell Phone Contract - HANDOUT
19. Theme 7 - FEEDBACK FORM
1. 8.1 - Organizational Guidelines for Business Finances - SUMMARY
2. 8.1 - Organizational Guidelines for Business Finances - VIDEO
3. 8.2 - Businesses: Established Key Performance Indicators & Measures Performance - SUMMARY
4. 8.2 - Businesses: Established Key Performance Indicators & Measures Performance - VIDEO
5. 8.2 - Businesses: Established Key Performance Indicators & Measures Performance - HANDOUTS
6. 8.3 - Success Tracking with KPI's - SUMMARY
7. 8.3 - ST with KPI's - VIDEO
8. 8.3 - ST with KPI's - HANDOUT
9. 8.4 - Business Owners Tax Strategy - SUMMARY
10. 8.4 - Business Owners Tax Strategy - VIDEO
11. 8.5 - Businesses: Breakeven, Goal Breakeven, Stretch Breakeven - SUMMARY
12. 8.5 - Businesses: Breakeven, Goal Breakeven, Stretch Breakeven - VIDEO
13. 8.5 - Businesses: Breakeven, Goal Breakeven, Stretch Breakeven - HANDOUT
14. 8.6 - Business Owner: Not Enough Revenue - SUMMARY
15. 8.6 - Business Owner: Not Enough Revenue - VIDEO
16. 8.6 - Business Owner: Not Enough Revenue - HANDOUT
17. Theme 8 - FEEDBACK FORM
1. 9.1 - Expenses Far Exceed Income - SUMMARY
2. 9.1 - Expenses Far Exceed Income - VIDEO
3. 9.2 - Variable Income - SUMMARY
4. 9.2 - Variable Income - VIDEO
5. 9.2 - Variable Income - HANDOUT
6. 9.3 - Side Hustles - SUMMARY
7. 9.3 - Side Hustles - VIDEO
8. 9.3 - Side Hustles - HANDOUT
9. 9.4 - Small Business Owners: Growing Your Business 3 Factors - SUMMARY
10. 9.4 - Small Business Owners: Growing your Business 3 Factors - VIDEO
11. 9.4 - Small Business Owners: Growing Your Business 3 Factors - HANDOUT
12. Theme 9 - FEEDBACK FORM
1. 10.1 - The Caretaker - SUMMARY
2. 10.1 - The Caretaker - VIDEO
3. 10.1 - The Caretaker - HANDOUT
4. 10.2 - Reflection Exercises - SUMMARY
5. 10.2 - Reflection Exercises - VIDEO
6. 10.3 - Coaching on Money Mindset - SUMMARY
7. 10.3 - Coaching on Money Mindset - VIDEO
8. 10.3 Money Mindset - Positive and Negative Beliefs - HANDOUT
9. 10.4 - Money Mindset Scorecard - SUMMARY
10. 10.4 - Money Mindset Scorecard - VIDEO
11. 10.4 - Money Mindset Scorecard - HANDOUT
12. 10.5 - Patience & Persistence - Marathon vs Sprint Exercise - SUMMARY
13. 10.5 - Patience & Persistence - Marathon vs Sprint Exercise - VIDEO
14. 10.5 - Patience & Persistence - Marathon vs Sprint Exercise - HANDOUT
15. 10.6 - Active vs Passive Learning - SUMMARY
16. 10.6 - Active vs Passive Learning - VIDEO
17. 10.6 - Active vs Passive Learning - HANDOUT
18. 10.7 - Fulfillment Exercises (20 Wants) - SUMMARY
19. 10.7 - Fulfillment Exercises (20 Wants) - VIDEO
20. 10.8 - Cognitive Bias - SUMMARY
21. 10.8 - Cognitive Bias - VIDEO
22. 10.8 - Cognitive Bias - HANDOUT
23. 10.8 - Cognitive Bias - NOTES
24. Theme 10 - FEEDBACK FORM
1. 11.1 - Time Management - SUMMARY
2. 11.1 - Time Management - VIDEO
3. 11.1 - Time Management - HANDOUT
4. 11.2 - Annual Scorecard & Metrics - SUMMARY
5. 11.2 - Annual Scorecard & Metrics - VIDEO
6. 11.2 - Annual Scorecard & Metrics - HANDOUT
7. 11.3 - Individuals Tax Refund Checklist - SUMMARY
8. 11.3 - Individuals Tax Strategy - VIDEO
9. 11.3 - Individuals Tax Strategy - HANDOUT
10. Lesson 11 - FEEDBACK FORM
1. 12.1 - Retirement - SUMMARY
2. 12.1 - Retirement - VIDEO
3. 12.1 - Retirement - HANDOUTS
4. 12.2 - Legacy Drawer - SUMMARY
5. 12.2 - Legacy Drawer - VIDEO
6. 12.2 - Legacy Drawer - HANDOUT
7. 12.3 - Dreaming/Dream Life Exercise - SUMMARY
8. 12.3 - Dreaming/Dream Life Exercise - VIDEO
9. 12.3 - Dreaming/Dream Life Exercise - HANDOUT
10. Theme 12 - FEEDBACK FORM
1. 13.1 - Word of the Year - SUMMARY
2. 13.1 - Word of the Year - VIDEO
3. 13.1 - Word of the Year - HANDOUT
4. 13.2 - New Year, New You - SUMMARY
5. 13.2 - New year, New You - VIDEO
6. 13.2 - New Year, New You - HANDOUT
7. 13.3 - Exercises to Revisit - SUMMARY
8. 13.3 - Exercises to Revisit - VIDEO
9. 13.4 - 21-day Challenge SUMMARY
10. 13.4 - 21-day Challenge VIDEO
11. 13.4 - 21-day Challenge HANDOUT
12. Theme 13 - FEEDBACK FORM
1. Lifetime Access to the Financial Coaching Toolkit
2. Please help us by doing a video testimonial: release form
3. Financial Coaching Toolkit Final Feedback Form

About this course

3-Payments of 659.00
188 lessons
20 hours of video content

Who Would Love the Financial Coaching Toolkit?

Established Financial Coaches – If you are an established financial coach who wants to take your business to the next level by gaining mastery of business concepts while getting advanced training in finances and coaching skills, the Academy is for you.
Financial Advisors – If you are a financial advisor who wants to add services and value for your clients or are looking to focus on day-to-day finances rather than investments and insurance, the Academy is for you.
Other Professional Coaches – If you are a business coach, personal organizer, life coach or another professional coach who wants to have a proven system that will help your clients manage their personal finances, the Academy is for you.

Who Should NOT Purchase the Financial Coaching Toolkit?

Brand New Coaches or People Looking to Start a Coaching Business – The Toolkit was created to serve as a resource and guide for experienced coaches. Coaches who are just starting out would better be served by taking the Financial Coach Academy.
Coaches Focused Solely on Offering One Type of Service – If you are coach who is focused solely on budgeting or some other single process, that is fine. We believe those services are needed. But the Toolkit was created for coaches who want an expansive skillset and the ability to dive deeper with their clients.

Pricing

Use this option to make 3 payments. For our pay-in-full option and immediate access to the entire toolkit, choose "All Courses."

3-Payments of 659.00

Regular Price

Get started today!

Meet Your Instructors

Financial Coaches have the power to change the world. We truly believe that. In fact, it’s why we created the Financial Coach Toolkit. We think everyone can benefit from financial coaching. Literally everyone. But there aren’t enough of us to help everyone, so the next best thing we can do is pass along the lessons and materials that have worked for our clients time-and-time again. We’ve been financial coaching for more than 10 years, so everything we teach is something that has worked for our clients and our business.

Find out more

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