Pricing

Use this option to pay-in-full and gain immediate access to all content. For our 3-pay option, choose "All Courses."

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.

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    Theme 1: You the Coach

    • 1.1 - 4 Key Roles of a Financial Coach - SUMMARY

    • 1.1 - 4 Key Roles of a Financial Coach - VIDEO

    • 1.1 - 4 Key Roles of a Financial Coach - HANDOUT

    • 1.2 - Effective Questions - Types of Questions You Can Ask - SUMMARY

    • 1.2 - Effective Questions - Types of Questions You Can Ask - VIDEO

    • 1.2 - Effective Questions - Types of Questions You Can Ask - HANDOUT

    • Theme 1 - FEEDBACK FORM

  • 3

    Theme 2: Foundational Exercises

    • 2.1 - 3 Values Exercise - SUMMARY

    • 2.1 - 3 Values Exercise - VIDEO

    • 2.1 - 3 Values Exercise - HANDOUT

    • 2.2 - 4 Strategies for Getting Out of Debt - SUMMARY

    • 2.2 - 4 Strategies for Getting Out of Debt - VIDEO

    • 2.2 - 4 Strategies for Getting Out of Debt - HANDOUT

    • 2.3 - Credit Report & Score - SUMMARY

    • 2.3 - Credit Report & Score - VIDEO

    • 2.4 - Emergency Budget - SUMMARY

    • 2.4 - Emergency Budget - VIDEO

    • 2.4 - Emergency Budget - HANDOUT

    • 2.5 - Financial Principles - SUMMARY

    • 2.5 - Financial Principles - VIDEO

    • 2.5 -Financial Principles - HANDOUT

    • 2.6 - Net Worth - SUMMARY

    • 2.6 - Net Worth - VIDEO

    • 2.6 - Net Worth - HANDOUT

    • 2.6 - Net Worth - WORKSHEET

    • 2.7 - Savings Rate - SUMMARY

    • 2.7 - Savings Rate - VIDEO

    • 2.7 - Savings Rate - HANDOUT

    • 2.7 - Savings Rate - Know & Grow Your Savings Worksheet - HANDOUT

    • Theme 2 - FEEDBACK FORM

  • 4
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    Theme 4: Goals, Rewards & Milestones

    • 4.1 - Goal Setting - SUMMARY

    • 4.1 - Goal Setting - VIDEO

    • 4.1 - Goal Setting - HANDOUT

    • 4.2 - Milestone & Rewards System - SUMMARY

    • 4.2 - Milestone & Rewards System - VIDEO

    • 4.3 - Financial Milestones - SUMMARY

    • 4.3 - Financial Milestones - VIDEO

    • 4.3 - Financial Milestones - HANDOUT

    • 4.4 - Celebrating Financial Wins - SUMMARY

    • 4.4 - Celebrating Financial Wins - VIDEO

    • 4.4 - Celebrating Financial Wins - HANDOUT

    • Theme 4 - FEEDBACK FORM

  • 6

    Theme 5: Behavioral

    • 5.1 - Coaching on Credit Cards - SUMMARY

    • 5.1 - Coaching on Credit Cards - VIDEO

    • 5.1 - Coaching on Credit Cards - RESOURCES

    • 5.2 - Necessities vs. Wants - SUMMARY

    • 5.2 - Necessities vs Wants - VIDEO

    • 5.3 - Impulsivity vs Delayed Gratification - SUMMARY

    • 5.3 - Impulsivity vs Delayed Gratification - VIDEO

    • 5.4 - Free Activities To Do - SUMMARY

    • 5.4 - Free Activities To do - VIDEO

    • 5.4 - Free Activities To Do - HANDOUT

    • 5.5 - Spending by Default - SUMMARY

    • 5.5 - Spending by Default - VIDEO

    • 5.6 - Self Assessment Exercise - SUMMARY

    • 5.6 - Self Assessment Exercise - VIDEO

    • 5.6 - Self Assessment Exercise - HANDOUT

    • Lesson 5 - FEEDBACK FORM

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    Theme 6: Overcoming Obstacles

    • 6.1 - Having a Bad Month - Red Flags to Identify and Plan to Overcome - SUMMARY

    • 6.1 - Having a Bad Month - Red Flags to Identify and Plan to Overcome - VIDEO

    • 6.2 - Identify Triggers - SUMMARY

    • 6.2 - Identify Triggers - VIDEO

    • 6.2 - Identify Triggers - HANDOUT

    • 6.3 - Overcoming Temptations - SUMMARY

    • 6.3 - Overcoming Temptations - VIDEO

    • 6.3 - Overcoming Temptations - HANDOUT

    • Theme 6 - FEEDBACK FORM

  • 8

    Theme 7: Couples & Communication

    • 7.1 - Uneven Power Dynamic During Coaching Session - SUMMARY

    • 7.1 - Uneven Power Dynamic During Coaching Session - VIDEO

    • 7.2 - Couples & Communication, Defined Tasks - SUMMARY

    • 7.2 - Couples & Communication, Defined Tasks - VIDEO

    • 7.3 - Taking Inventory - SUMMARY

    • 7.3 - Taking Inventory - VIDEO

    • 7.3 - Taking Inventory - HANDOUT

    • 7.4 - Couples Who Keep Money Separate - SUMMARY

    • 7.4 - Couples Who Keep Money Separate - VIDEO

    • 7.5 - Kids & Allowance - SUMMARY

    • 7.5 - Kids & Allowance - VIDEO

    • 7.5 - Kids & Allowance - HANDOUT

    • 7.6 - Car Contract - SUMMARY

    • 7.6 - Car Contract - VIDEO

    • 7.6 - Car Contract - HANDOUT

    • 7.7 - Cell Phone Contract - SUMMARY

    • 7.7 - Cell Phone Contract - VIDEO

    • 7.7 - Cell Phone Contract - HANDOUT

    • Theme 7 - FEEDBACK FORM

  • 9

    Theme 8: Business Strategies

    • 8.1 - Organizational Guidelines for Business Finances - SUMMARY

    • 8.1 - Organizational Guidelines for Business Finances - VIDEO

    • 8.2 - Businesses: Established Key Performance Indicators & Measures Performance - SUMMARY

    • 8.2 - Businesses: Established Key Performance Indicators & Measures Performance - VIDEO

    • 8.2 - Businesses: Established Key Performance Indicators & Measures Performance - HANDOUTS

    • 8.3 - Success Tracking with KPI's - SUMMARY

    • 8.3 - ST with KPI's - VIDEO

    • 8.3 - ST with KPI's - HANDOUT

    • 8.4 - Business Owners Tax Strategy - SUMMARY

    • 8.4 - Business Owners Tax Strategy - VIDEO

    • 8.5 - Businesses: Breakeven, Goal Breakeven, Stretch Breakeven - SUMMARY

    • 8.5 - Businesses: Breakeven, Goal Breakeven, Stretch Breakeven - VIDEO

    • 8.5 - Businesses: Breakeven, Goal Breakeven, Stretch Breakeven - HANDOUT

    • 8.6 - Business Owner: Not Enough Revenue - SUMMARY

    • 8.6 - Business Owner: Not Enough Revenue - VIDEO

    • 8.6 - Business Owner: Not Enough Revenue - HANDOUT

    • Theme 8 - FEEDBACK FORM

  • 10

    Theme 9: Income

    • 9.1 - Expenses Far Exceed Income - SUMMARY

    • 9.1 - Expenses Far Exceed Income - VIDEO

    • 9.2 - Variable Income - SUMMARY

    • 9.2 - Variable Income - VIDEO

    • 9.2 - Variable Income - HANDOUT

    • 9.3 - Side Hustles - SUMMARY

    • 9.3 - Side Hustles - VIDEO

    • 9.3 - Side Hustles - HANDOUT

    • 9.4 - Small Business Owners: Growing Your Business 3 Factors - SUMMARY

    • 9.4 - Small Business Owners: Growing your Business 3 Factors - VIDEO

    • 9.4 - Small Business Owners: Growing Your Business 3 Factors - HANDOUT

    • Theme 9 - FEEDBACK FORM

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    Theme 10: Mindset

    • 10.1 - The Caretaker - SUMMARY

    • 10.1 - The Caretaker - VIDEO

    • 10.1 - The Caretaker - HANDOUT

    • 10.2 - Reflection Exercises - SUMMARY

    • 10.2 - Reflection Exercises - VIDEO

    • 10.3 - Coaching on Money Mindset - SUMMARY

    • 10.3 - Coaching on Money Mindset - VIDEO

    • 10.4 - Money Mindset Scorecard - SUMMARY

    • 10.4 - Money Mindset Scorecard - VIDEO

    • 10.4 - Money Mindset Scorecard - HANDOUT

    • 10.5 - Patience & Persistence - Marathon vs Sprint Exercise - SUMMARY

    • 10.5 - Patience & Persistence - Marathon vs Sprint Exercise - VIDEO

    • 10.5 - Patience & Persistence - Marathon vs Sprint Exercise - HANDOUT

    • 10.6 - Active vs Passive Learning - SUMMARY

    • 10.6 - Active vs Passive Learning - VIDEO

    • 10.6 - Active vs Passive Learning - HANDOUT

    • 10.7 - Fulfillment Exercises (20 Wants) - SUMMARY

    • 10.7 - Fulfillment Exercises (20 Wants) - VIDEO

    • 10.8 - Cognitive Bias - SUMMARY

    • 10.8 - Cognitive Bias - VIDEO

    • 10.8 - Cognitive Bias - HANDOUT

    • 10.8 - Cognitive Bias - NOTES

    • Theme 10 - FEEDBACK FORM

  • 12

    Theme 11: Life Organization

    • 11.1 - Time Management - SUMMARY

    • 11.1 - Time Management - VIDEO

    • 11.1 - Time Management - HANDOUT

    • 11.2 - Annual Scorecard & Metrics - SUMMARY

    • 11.2 - Annual Scorecard & Metrics - VIDEO

    • 11.2 - Annual Scorecard & Metrics - HANDOUT

    • 11.3 - Individuals Tax Refund Checklist - SUMMARY

    • 11.3 - Individuals Tax Strategy - VIDEO

    • 11.3 - Individuals Tax Strategy - HANDOUT

    • Lesson 11 - FEEDBACK FORM

  • 13

    Theme 12: Long Term Vision

    • 12.1 - Retirement - SUMMARY

    • 12.1 - Retirement - VIDEO

    • 12.1 - Retirement - HANDOUTS

    • 12.2 - Legacy Drawer - SUMMARY

    • 12.2 - Legacy Drawer - VIDEO

    • 12.2 - Legacy Drawer - HANDOUT

    • 12.3 - Dreaming/Dream Life Exercise - SUMMARY

    • 12.3 - Dreaming/Dream Life Exercise - VIDEO

    • 12.3 - Dreaming/Dream Life Exercise - HANDOUT

    • Theme 12 - FEEDBACK FORM

  • 14

    Theme 13: Annual Exercises

    • 13.1 - Word of the Year - SUMMARY

    • 13.1 - Word of the Year - VIDEO

    • 13.1 - Word of the Year - HANDOUT

    • 13.2 - New Year, New You - SUMMARY

    • 13.2 - New year, New You - VIDEO

    • 13.2 - New Year, New You - HANDOUT

    • 13.3 - Exercises to Revisit - SUMMARY

    • 13.3 - Exercises to Revisit - VIDEO

    • Theme 13 - FEEDBACK FORM

  • 15

    Next Steps...

    • Lifetime Access to the Financial Coaching Toolkit

    • Please help us by doing a video testimonial: release form

    • Financial Coaching Toolkit Final Feedback Form

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 pay-in-full and gain immediate access to all content. For our 3-pay option, choose "All Courses."

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

For more details and amazing resources such as a course comparison, curriculum outline, payment options, articles and upcoming events