You’re ready to build.
But where do you start?
You know financial coaching is your path. Either way, you’re facing a set of decisions that every coach faces: What do I charge? Where do I find clients? How do I talk about what I do?
Scattered advice leads to scattered decisions, and a business that was built by committee instead of by you.
The Builder gives you a different approach.
Eight decisions. One framework. A business that’s yours.
Lens 1
You
What do you need? What energizes you? What fits your life?
Lens 2
Your client
What do they need? What are they experiencing?
Lens 3
Your business
What’s sustainable? What supports growth?
There’s no single right answer. There’s only your answer, made with all three lenses in view.
Eight modules. Eight decisions.
Each module has a short teaching video, the FCA Three-Lens Framework applied, and one exercise.
01
Who am I and who do I serve?
Your vision, your energy, the people you’re drawn to help.
02
What are my clients going through?
The emotional arc from overwhelm to clarity to possibility.
03
How do I talk about what I do?
Language that feels like yours and communicates real change.
04
Who’s on my team?
CPAs, attorneys, advisors, the relationships that make you stronger.
05
How do I find clients?
Six channels. You choose two or three and commit to a strategy you can sustain.
06
How do I sell like a coach?
Integrity-based sales. You already have the skill set.
07
What do I charge?
A price and structure you can stand behind.
08
What do I need to launch?
Everything pulled together, plus your personalized 90-day plan.
You walk away with a personalized 90-day plan.
As you work through each module, you capture your key decision. In Module 8, those decisions come together into your roadmap, not a generic checklist. Your plan, built from your answers.
Why Free?
Because the business basics are the foundation, but they’re not what we charge for.
The valuable part, the methodology, the coaching craft, the ability to transform a client’s relationship with money, that’s what SpendFirst® Certification teaches.
It’s not a free trial. It’s not a sample. The Builder is a complete, standalone experience that happens to be free.
Three coaches. One course.
You’re a new coach ready to build.
Staring at a hundred decisions and don’t know where to start. The Builder gives you a framework so the business you build is actually yours.
You’ve been coaching but never formalized your business.
A lot of what you’ve built works. The Builder helps you confirm what you’ve been doing, or adjust it on purpose.
You’re an experienced professional exploring SpendFirst.
Evaluating whether Certification is right for you. You’ll move through it quickly, and you’ll have the foundation that certification builds on.
The Path
Ready to build?
The Builder is free, self-paced, and available now. Eight modules. Eight decisions. A framework for making every one of them and a personalized 90-day plan waiting for you at the end.
The Builder is a product of Financial Coach Academy®, where we train financial coaches who change lives.