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Have you found yourself spinning your wheels trying this and that but never getting any more clients?

Do you feel like you’re trying to build your financial coaching business alone with little to no support?

Are you frustrated because you want to do more and make more money, but you have no idea how to do more than you’re already doing?

The Financial Coach Academy Mastermind is for financial coaches who want help, support and accountability while becoming a successful, kick ass coach.


Join The Mastermind Waitlist!
We only open registration for the Mastermind twice a year. Want to be the first to know when that happens?
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Get Support and Become a Master Coach

Being a financial coach isn’t for the faint of heart.

It takes the drive of an entrepreneur, the knowledge of a financial professional on top of their game, and the skills of a coach to get people to change their behavior.

This unique set of traits is one of the reasons why I love financial coaches so much. You are a special breed. Don’t let anyone tell you differently.

But even being the awesome coach that you are won’t stop you from having days where you question if you know what you’re doing.

Does this sound all too familiar?

It’s really common for coaches, especially those who are actively trying to build or grow their business, to feel all that:

— you’re spinning your wheels trying to move the needle forward.

— you’re never going to move past where you are now because you can’t figure out a better way.

— there’s no way you’re cut out to be a coach or run a business. Those negative thoughts are no joke.

— you’re ready to throw in the towel because it all feels too hard and you’re sick of doing this all alone.

I’ve had all of these thoughts before too. I almost gave up on coaching several times. The reasons why varied, but they boiled down to these few simple truths:

  • I needed better systems.
  • I needed someone to hold me accountable.
  • I needed people in my life who got what I was trying to do.
  • I didn’t have a community who could support me and cheer me on.

And that right there is why I created the Financial Coach Mastermind.

The Mastermind will stop you from feeling alone, from feeling like you’re stuck, from feeling like you’re not cut out to be a coach. You are.

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How the Mastermind Helps Coaches

There is a lot that goes into being a successful coach and running a coaching business. That’s why there’s a lot that goes into the Mastermind.


The Mastermind provides real-time advice, weekly prompts, challenges, and training designed to move you from just starting out to mastery on a variety of topics, quickly. And because this is a financial coach mastermind, we’re guaranteed to cover topics that relate specifically to financial coaching.

Some of the topics we have covered include:

  • Refining your ideal client and ideal client message
  • Program design
  • Sales conversations
  • Social media marketing
  • Building and strengthening referral relationships
  • Content and course creation
  • Business goal setting


Built into the monthly mastermind training are live coaching calls, real-time feedback, and relevant guest speakers and presenters. We focus on providing training from a variety of experts so you can move all aspects of your business forward.

We also have our own support team hopping into the group regularly to answer members questions about everything from setting up scheduling software to giving feedback on materials to FB live responses on a particular coaching challenge.


If you’re a solopreneur, business building can feel very isolating.

This is where the Mastermind really shines.

This group, hoo-boy, this group. They are in it to win it. They work hard. They ask great questions. They are fun. They are kind. They are all financial coaches who bring so much collective experience and wisdom. It’s not anything I can provide alone. It’s the Mastermind’s X factor. And by joining, you’ll add to it no matter your niche, no matter your skills, no matter where you are in your coaching journey. It’s all helpful. It all adds to this already amazing group.

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What’s Included in the Mastermind

This is an online group of approximately 50 coaches. We think that’s just the right size. All discussions, training, and documents are housed inside our private Facebook group. We also send monthly assessments, encouragement, and information via email, but the bulk of what happens in the group happens on Facebook.


  • 24/7 access to our private Facebook group of awesome financial coaches

  • At minimum, two live coaching calls per month, where no questions are off limits

  • Special training from Kelsa and her team of experts several times a month

  • Challenges to keep you motivated and reward you for accomplishing your goals

  • Weekly intentions, which provide focus every Monday

  • A quarterly backstage pass where Kelsa takes coaches behind the scenes into a part of her financial coaching business. It’s a true peek behind the curtain into the way she runs things in her own business.

  • Live mastermind sessions

  • Real-time feedback, coaching and support (Kelsa’s been known to respond with a 10-minute Facebook live to answer a coach’s question)

  • Client creator challenges that get you more leads and ultimately more clients

  • Custom-designed workbooks that give you step-by-step guidance on a particular area of your business that you’re working on (or maybe struggling in)

  • Accountability and encouragement from like-minded coaches. We’ve got that in spades.

  • Celebration sessions (we’re all about celebrating wins!)

The On Ramp:

Get up and running quickly

We only open enrollment in the Mastermind twice a year. That’s because we want to make sure we are dedicating enough time and resources to get the new coaches quickly acclimated into the group.

We host a training for new Mastermind members called On Ramp Training.

We want you to hit the ground running and feel comfortable participating in the group as quickly as possible. We’ll tell you where to find things, what to do, and the ways to make the most of the Mastermind.

You know that fish out of the water feeling? Yeah, you won’t have it here.


Previously, the Mastermind was only open to coaches who were enrolled in or had previously enrolled in our signature financial coach training program, the Financial Coach Academy. We’ve eliminated the requirement in 2022.

While the Academy does provide a solid foundation and is referenced often in the Mastermind, we have had a handful of coaches who haven’t enrolled in the Academy join the Mastermind and have great success. BUT, it takes certain kind of coach.

Read the section below to help determine if the Mastermind is best suited for you.

Who Should Join the Mastermind

  • Coaches working their way through the Financial Coach Academy. The Mastermind is a great complement to anyone working their way through our signature financial coach training course

  • Coaches who have a full plate and don’t know how to create systems, carve out time, or outsource projects to take their business to the next level

  • Coaches who want to fast track their business growth and grow their client list and referral base

  • Coaches needing accountability to help them implement all the great ideas they have

  • Coaches who thrive from the inspiration and energy from being part of group of people working toward the same goals

What Mastermind Coaches Have Said

Reviews and Testimonials Taken From Our Monthly Feedback Forms

I was feeling overwhelmed before I started. The very systematic order of the action steps helped so much. I have several 1:1 meetings scheduled and am sending out emails every day. I had a huge mindset shift during this month! So what if they say no?!?!? Moving on…
The coaching calls helped me get past the fear and not worry so much about what potential referral partners think about me. I have far fewer reservations about sending cold emails and LinkedIn invites and am reaching my goal of 3-5 per week. I’ve also had at least one one-to-one meeting with referral partners every week since I’ve started this program.
Organization is a big deal for me. I spend the most time looking for stuff or forgetting thigs. The fact that starting out phases have been more about planning is helpful for me. And it’s given me the permission to plan but then motivation and accountability to act on my plans.
At the beginning of the month, I was definitely feeling a lack of direction and just overwhelmed overall. I am very busy, but I definitely use that as a crutch to procrastinate on certain things. Learning to come at brainstorming from the viewpoint of client problems was a game changer for me. Watching Kelsa’s tutorial on how she uses her outline to get started has been invaluable. I’m definitely feeling less overwhelm, less imposter syndrome, and more like I can get started.
My mindset on sales has drastically shifted. I feel excited to offer my services. I know what I have to offer, and I deserve to get paid. I think I even wrote ‘I feel bad asking people to pay me’ at the beginning of the month. No more! I’m in the business of changing lives. I know they will be happy they paid me at the end.
The impact these actions have had and will have on my business is huge. I have a process that I can repeat any time I feel like my progress is out of alignment with my goals. I feel like I have a new sense of focus and momentum. I’m excited to get to work on my business again and the more I share, the more I realize I have a group of people who love what I’m working on and will help me brainstorm and problem solve anything that comes up.

Meet Kelsa Dickey And Her Team

Kelsa Dickey, Financial Coach

Why I Love Running the Mastermind

Financial Coaches have the power to change the world. I truly believe that. In fact, it’s why I started coaching more than a decade ago. It’s also why I created the Financial Coach Academy.

I wanted to create a financial coach training program that is accessible to anyone and shows everyone what I and my team have learned over 10 years of financial coaching. That way, we can help more coaches coach more people. The Financial Coach Academy is our way to help as many people get financial coaching as possible. And the Mastermind is our way of helping those coaching stay motivated, successful, and enjoying financial coaching.

Learn More About Kelsa and her team
jill emanuel financial coach


jill emanuel financial coach


Systems and Processes
jill emanuel financial coach


Leadership and Motivation
jill emanuel financial coach


jill emanuel financial coach


Software and Automations


Enrollment in the Mastermind requires a minimum six-month commitment. But most coaches stay for much longer. It’s hard to quit us 😉

We offer monthly and semi-annual pricing. 

Semi-Annual Pricing

$1,485/ 6 months
  • Billed when you sign up. Pay in full and get 1 month free every 6 months! Your membership automatically renews every 6 months.

Monthly Pricing

  • Billed upon enrollment and then on the last day of the month. Commit for 6 months but pay monthly.
Join The Mastermind Waitlist!
We only open registration for the Mastermind twice a year. Want to be the first to know when that happens? Enter your info below.