You’ve built a practice that works, but now you’re making decisions that determine what it becomes: what to offer next, how to price it, when to hire, where to focus, and which opportunities to talk away from.
These are business strategy questions. And most of the time, they don’t have textbook answers. They need someone who understands what you’re building and has the vantage point to see what you can’t see from inside your own business.
One conversation can save months of spinning.
And that’s not marketing copy – that’s what I hear every single time.
What This Actually Looks Like
A recent partner came to her first session with a business that everyone thought was thriving – strong reputation, industry connections, and client interest. But she couldn’t turn that interest into a repeatable revenue model. In one session, we identified the real problem: unclear offer, unclear buyer, and no path from conversation to conversion. We set a quarterly target, restructured her pitch, and she walked into her next meeting as a completely different version of herself.
Another partner was spinning on whether to launch a new program or double down on what she had. She’d been circling for months. We talked for an hour. By the end, the answer was obvious- she just needed someone to ask the right questions in the right order.
That’s what this is. Not more information, or content, but a thinking partner who helps you see clearly and move decisively.
"Before SAP, I had the ideas and the drive but I was making every decision alone. I'd spend weeks going back and forth on things that Kelsa and I resolved in one conversation. It's not that she tells me what to do, it's that she asks the right questions in the right order and suddenly the answer is obvious. We think through it together so I make faster, and better, decisions now. And I stopped second-guessing myself because I know someone who understands my business and who can challenge my thinking."
About Kelsa
I’ve spent nearly two decades building and growing financial coaching practices, both my own and alongside the practitioners and businesses I mentor. The decisions you’re navigating right now are ones I’ve worked through myself.
That’s what makes this partnership practical: I already understand the decisions you’re facing.
The practitioners I work with consistently say it the same way every time: one conversation solved what they’d been spinning on for months.
Frequently Asked Questions
Yes. If you’re currently in the Mastermind and want to transition to the Strategic Advisory Partnership, we’ll credit your remaining Mastermind time toward your enrollment.
The Mastermind is closing at the end of September 2026. If you’re interested in SAP, reach out to info@financialcoachacademy.com and we’ll walk you through your options.
SAP is focused on business strategy. You’re working through decisions about pricing, positioning, hiring, scaling, and growth with someone who’s navigated those same decisions. MMH is focused on coaching craft. You’re watching real sessions, training your observation, and sharpening your judgment as a practitioner.
Some practitioners do both. The two don’t overlap. Total investment if doing both: $22,000/year ($10K MMH + $12K SAP). Time commitment if doing both: approximately 150 minutes per month (90-minute MMH group session + 60-minute SAP call).
| MMH Advisory Group | Strategic Advisory Partnership | |
|---|---|---|
| Focus | Coaching craft development | Business strategy |
| Format | Monthly 90-min group session reviewing real coaching sessions | Monthly 60-min 1:1 call with Kelsa + Voxer access |
| What you’re working on | Presence, language precision, session architecture, client agency, reading non-verbals | Offer design, pricing, scaling, hiring, positioning, marketing |
| Deliverable | Sharper judgment through peer calibration | Strategic clarity on business decisions |
| Commitment | 12 months (miss max 2 sessions) | Month-to-month (cancel anytime) |
| Investment | $10,000/year or $2,500/quarter | $1,000/month |
| Group size | 11 practitioners | 1:1 with Kelsa |
Bottom line: SAP is for building and scaling your business. MMH is for getting better at the work itself. Some practitioners do both.
Yes. They serve different needs.
MMH sharpens your coaching craft. SAP supports your business strategy. Some practitioners need both.
Total investment if doing both: $22,000/year ($10K MMH + $12K SAP)
Time commitment if doing both:
The live commitment is about 150 minutes per month: a 90-minute MMH group session and a 60-minute SAP call.
But both programs ask more of you than just showing up to calls. In MMH, you’re watching a full coaching session on your own time, preparing observations, and thinking critically about what you saw (all part of your training). Plan for 3 to 4 additional hours per month. In SAP, the real value happens between calls – implementing what we discussed, making decisions, moving things forward in your business.
The practitioners who do both tend to be the ones who are serious about getting better at the work and intentional about building the business around it. If that’s you, both doors are open.
If you’re not sure whether you need both, schedule a consultation and we’ll talk through it.
You set the agenda. Most partners come with one or two decisions they’re working through, and we spend the hour thinking through them together. Sometimes that’s a pricing question. Sometimes it’s whether to take on a corporate contract. Sometimes it’s a bigger strategic question about where to take the business over the next year.
My job is to ask the questions you’re not asking yourself, surface the patterns you’re too close to see, and help you leave the call with clarity on your next move.
Voxer is for the moments between sessions when a decision is in front of you and a quick gut check keeps you from spinning. Things like: “We talked about raising my rate for new clients, does it make sense to also adjust for renewals?” or “I got a speaking inquiry. Before I respond, is there anything I should ask first?”
It’s not for full strategy sessions through voice notes. If you send something that opens up more than we can handle in a quick exchange, I’ll say so, and we’ll put it on the agenda for your next session. That’s not a boundary violation. It’s how the partnership stays focused.
I respond within 48 hours, Monday through Friday. And if I read your message and don’t respond right away, it usually means I want to give it some thought first. You’re never bothering me.
On-demand sessions are available for $495 per 60-minute session. These are for time-sensitive decisions that can’t wait for your next monthly call. You book them as needed, and there’s no limit on how many you can schedule.
SAP is for practitioners who have an established practice, are generating real revenue, and are making decisions about growth. You already know how to coach. You’re working through questions about how to build and run the business around your coaching, and in ways you can get from a template: pricing, positioning, offer design, hiring, revenue model, and the opportunities that you’re not sure whether to say yes or no to.
If you’re still in the early stages of getting clients and building foundational skills, Financial Coaching Essentials or the SpendFirst Certification (launching October 2026) would be a stronger starting point.
No. SAP is open to any experienced financial coaching practitioner. If you’ve been through one of my programs, you’ll have heard about SAP, but it’s not a prerequisite.
Month-to-month with no long-term contract. Cancel anytime. You can also take up to one month off each quarter if your business is in a season where you need to be heads-down building rather than strategizing. This partnership is designed to flex with your business, not against it. That said, strategic work tends to compound, with each session building on the last. Practitioners who stay see the biggest returns.
If you apply and I think a different path would serve you better, I’ll tell you directly and point you toward what I think is the right next step. That might be MMH, Essentials, SpendFirst Certification, or simply waiting until the timing is better. The application is a conversation starter, not a commitment.
This also applies after you’ve started. If we determine during the first 90 days that a different kind of support would serve you better, we’ll have that conversation honestly and point you in the right direction.
I love both sides of this work (the craft and the business) and I’d be honored to be part of either journey with you. Ask yourself this: is the question keeping you up at night about how to coach better, or how to grow the business? If it’s coaching craft, that’s MMH. If it’s business strategy, that’s SAP. If it’s both, you can do both, and we can talk through whether that makes sense on a clarity call.
Click the Apply Now button on this page. The application takes about 10 minutes.
I review every application personally. You’ll hear back within a few business days. If it’s a fit, you’ll receive next steps to schedule an introductory consult so we can talk through your business and make sure this is the right move for where you are right now. If it’s not the right fit, I’ll point you toward something that might serve you better.
You’ll sign a partnership agreement and complete your first payment. Once both are done, you’ll receive a welcome email with three steps: connect with me on Voxer, complete a short intake form (about 5 minutes), and schedule your first session. The intake form asks about your practice, your revenue model, where you’re headed, and what you want to focus on first.
Yes, as long as you can attend the monthly 60-minute sessions live. Sessions will be scheduled during US business hours, so consider time zones.
Want to talk before applying?
Email us at info@financialcoachacademy.com or schedule a consult if you have a specific question about fit.