Don’t wing it with your financial coaching business.
The Financial Coaching Playbook
More Than a Book
It’s a book and workbook in one.
Think of the Financial Coaching Playbook as a guide within a business book. It gives you plenty of information to read, reflect on and digest, but it also gives you space and prompts to work through, helping you to design your perfect business.
By the end of the book, you’ll have not only a great reference for building a financial coaching business, but you’ll also have the play-by-play of how to build, run, and grow it.
Happy Financial Coaches
“This book is full of information without being dry or boring. I started my financial coaching business journey with Kelsa’s Academy and bought this workbook to keep handy as an easy reference guide. I still, 5+ years later, pull this out when I’m looking for a refresh on a program or some inspiration.”
“I had completed another financial coaching training from another company and let me tell you this book alone surpassed that online course. I loved this book so much that I sold it — only because I knew Kelsa’s knowledge, skills, and expertise were what I needed, so I ended up purchasing her course, The Financial Coach Academy.”
“I’m so grateful to Kelsa for putting this work into the world. If you have a passion for helping people with their money and are curious about turning it into a business, this book is the perfect place to start. Everything she puts out is high-quality and worth every penny.”
“I have a lot of financial experience but wanted support in starting a coaching business and this book was a great first step. All of her material is concise, actionable and she adds her own fun personality to deliver value. Can’t wait to read other books by this author.”
“This book has me upping my game and thinking about how I can best serve my clients. I was really missing the emotional and psychological aspect behind coaching and this book helped me achieve that. It’s inspired me to raise my prices, have more frequent meetings with clients, and move beyond just budgeting.”
Topics Covered in the Financial Coaching Playbook
Take a Sneak Peek!
Read Excerpts of the Book
Kelsa Dickey
Kelsa Dickey is the creator of SpendFirst — a paycheck-based money system built around one simple idea: when you know exactly what your money needs to do, you stop stressing and start living.
After years of coaching clients through their finances one-on-one, Kelsa realized the problem wasn’t that people lacked discipline. It was that they lacked a structure that actually matched how money moves through real life. SpendFirst is that structure.
Through Financial Coach Academy, Kelsa has trained hundreds of coaches to deliver that same clarity to their own clients — building practices grounded in methodology, not guesswork. She’s the author of SpendFirst: The Surprisingly Simple System to Stop Stressing About Money and has been featured in USA Today, CNN Money, Yahoo, and MSN Money.
When she’s not coaching clients, training coaches, or building the next big idea, you can find Kelsa hiking trails around Phoenix, chasing after her kids Carmen and Alex, or squeezing in a date night with her husband Michael.
