Building Trust in Financial Coaching with the Trust Triad
Master the Trust Triad to deepen connections in financial coaching. Focus on authenticity, process credibility, and empowering self-belief among clients.
What you need (and don’t need) to be a financial coach
Episode 24 replay | May 21, 2026 | 25:40 When I left corporate America to start coaching, I had a list in my head of everything I thought I needed before I could really begin. Almost two decades and a lot of hindsight later, I can tell you that most of what was on that list was slowing me down. Here's what actually matters when you're starting a financial coaching practice. Key Takeaways The fear of regret can be more powerful than the fear of failure, and recognizing that shift is often what moves someone from thinking about [...]
5 Debt Payoff Strategies for Financial Coach Clients
The best debt payoff strategy is the one that creates the most buy-in for your client. Financial calculators don't account for human motivation and follow-through.
Shifting the Debt Payoff Focus with Clients
What if the primary focus of our financial coaching wasn't centered on debt payoff? This question might feel like a curveball, especially in a world where the narrative around personal finance often hinges on becoming debt-free. But stick with me here. This is a conversation worth listening to because it challenges the conventional blueprint of financial success and opens up a broader, more nuanced understanding of what financial wellness truly means. In my years of coaching through Fiscal Fitness Phoenix and leading the Financial Coach Academy®, I've had countless conversations with clients about their financial goals. A common [...]
What You Think of Tithing Doesn’t Matter
Discover why personal opinions on tithing don't shape financial coaching. It's about guiding clients to make choices that reflect their values and goals.
Why Dave Ramsey Isn’t a Financial Coach
I'm here to talk about why I believe Dave Ramsey, despite his significant contributions to the financial industry, is not a financial coach.
Become a Skilled and Sought-After Financial Coach
You're looking to step up your game in financial coaching, right? I'm about to walk you through some key insights from a podcast that really dives deep into what makes a financial coach outstanding.
Financial Coaching 201: Your Coaching Model
We’ve already talked about the framework I use when thinking about my clients’ development (be sure to check that out!). But how do you coach inside that framework?
Financial Coaching 101: Your Coaching Framework
The reality of financial coaching, as I've learned in my journey, is much more than just teaching; it's about empowering and guiding.
6 Figures and Beyond as a Financial Coach
You want to grow your financial coaching business. What does that look like?