There are 160+ financial coach templates, worksheets and other materials included when you enroll in the Financial Coach Academy.

We put a lot of work into designing and creating the Financial Coach Academy®, our signature online financial coach training program. Our goal when creating this program was to give aspiring coaches everything you need to become a financial coach, start your business and get your clients results. We knew that meant we needed to provide materials like worksheets, templates, questionnaires, scripts, and downloads for you to use in your financial coaching business.

We believe we provide unmatched value with the materials given to coaches who enroll in the The Academy® .  That’s because The Academy® provides ALL the materials we use every day in our coaching business – agreements, email confirmations, handouts, worksheets, business trackers, skills checklists for clients, my signature presentation, pricing flyers, and so on.

When you enroll, these materials are yours to use as inspiration and we hope you’ll make them perfect for YOUR clients. We provide Canva (an easy-to-use, online graphic design tool) templates and a Canva tutorial video to make this step fast and easy!

In addition to materials, in The Academy®:

  • We help you feel prepared and professional in your role as a coach.
  • We provide the formal training you need to be confident in your identity and responsibilities as a coach.
  • We make packaging your offer easy by giving you a 90-day financial coaching program that gets your clients results. You can begin using it right away.
  • We show you how easy it is to justify the value of your program and invite clients to invest in themselves when you have a proven program structure that gets clients results.
  • We give you our coaching framework so you can differentiate between simply teaching financial concepts and effectively coaching on them.
  • We show you how to do more than “just budgeting” with your clients – creating instant return-on-investment (ROI) through long-term client retention.
  • We go into detail on how to select and build relationships with financial advisors and other referral partners.
  • We give you practical tools that help your clients tackle debt, savings and more.
  • We go over the coaching meeting from on-boarding, the meeting itself, and then following up.
  • We highlight the strategies to determine pricing and packages to best serve your clients and optimize revenue and your work/life balance
  • We teach you how to convert clients by providing scripts and effective questions and statements. Know what to say and what not to say!
  • We provide marketing templates and scripts for social media, blogs, email campaigns, and more.

When you invest in The Academy® you get:

  • Everything you need to run a successful financial coaching business
  • Everything you need to coach at a deeper and more skilled level
  • A 90-day coaching program you can enroll clients in right away
  • Your very own cohort of coaches to enjoy the journey with
  • Live coaching with me every month!

You also get these four Specialty Toolkits included as bonuses:

  • Embodying the Role of a Financial Coach ($497 value)
  • A 90-day Financial Coaching Program That Delivers Results ($1,997 value)
  • Coaching on the Basics of Personal Finance ($997 value)
  • The Plan Ahead Method™ Tutorials ($497 value)

Materials and Templates For Your Work with Financial Coaching Clients

A Client’s First Experience Working With You

  • Sample Emails for Leads and Prospects
  • Discovery Session Sample Client Agreement
  • Discovery Session Sample Emails for Clients
  • Discovery Session Sample Questionnaire
  • Discovery Session Sample Prep Work – Personal & Business Finances included!
  • Discovery Session Sample Slide Deck
  • Post-Discovery Session Sample Emails for Clients
  • Post-Discovery Session Sample Feedback Form

Building Long-Term Relationships with Clients

  • Coaching Program Sample Flyer
  • Coaching Program Sample Skills Tracker
  • Identifying Your Three Values Sample Client Exercise
  • Emergency Budget Sample Client Exercise
  • Financial Principles Sample Client Exercise
  • Net Worth Sample Client Exercise
  • Savings Rates Sample Client Exercise
  • Various Planning Ahead Sample Client Exercises
  • Annual Expense Calendar Sample Client Exercise
  • Goal Setting Strategies Sample Client Exercise
  • Coaching on Clients Using Credit Cards Sample Client Exercise
  • Taking Inventory Sample Client Exercise
  • Side Hustles Sample Client Exercise
  • Managing a Variable Income Sample Client Exercise
  • Coaching the Caretaker Sample Client Exercise
  • Money Mindset Sample Client Exercises
  • Active & Passive Learning  Sample Client Exercise
  • Legacy Drawer Sample Client Exercise
  • Couples with Uneven Power Dynamic Sample Client Exercise
  • Couples Who Separate Finances Sample Client Exercise
  • Business Owners With Insufficient Revenue Sample Client Exercise
  • Clients with Expenses Far Exceeding Income Sample Client Exercise
  • Coaching Program Sample Client Agreement
  • Coaching Program Sample Emails
  • Coaching Program Sample Client Session Tracker
  • Coaching Program Sample Testimonial Release Form

The Plan Ahead Method™

  • The Plan Ahead Method™ Budget Template

Marketing Your Coaching

  • Referral Partners Sample Flyer
  • Referral Partners Sample Privacy Release Form
  • Referral Partners Sample Webpage

BONUS: Advanced Programming

  • Periodic Coaching Sample Agreement
  • Periodic Coaching Sample Pre-Session Questionnaire
  • Daily Money Management Sample Landing Page
  • Daily Money Management Sample Flyer
  • Daily Money Management Sample Emails
  • Daily Money Management Sample Client Agreement
  • Daily Money Management Sample Prep Work
  • Daily Money Management Sample Billable Template

BONUS: Advanced Marketing

  • Sample Speaker Kit
  • Signature Presentation Sample Slide Deck
  • Signature Presentation Sample Newsletter Sign-Up Form
  • Signature Presentation Sample Deliverables
  • Sample Media Pitch Email
  • Sample HARO Response Email

BONUS: Corporate Wellness

  • Corporate Wellness Sample Landing Page
  • Sample Capabilities Briefing Slide Deck
  • Sample Needs Discovery Questions
  • Sample Workbook
  • Sample Financial Stress Assessment
  • Sample Strategic Debrief
  • Sample Proposal
  • Corporate Wellness Flow Sheet
  • Key Players
  • Determining Your Workplace Niche
  • Formula for Building a Dynamic Workshop
  • Landing Your First Client
  • Developing Partnerships with Corporate Clients
  • Upleveling Your Financial Wellness Program

Worksheets and Downloads For Coaches’ Eyes Only

Clarity On Who You Are and Who You Serve

  • Find Your Why
  • Story Structures That Inspire and Influence
  • The Golden Circle
  • Your 7 Signature Stories
  • Interview with a Professional Storyteller on Crafting Your Why Story
  • The Vision You Have for Your Business
  • What Kind of Business Do You Want?
  • Find Your Dream Client Profile
  • Find Your Clients’ SUP2ER* Problems (*Not a typo!)
  • Choosing a Business Name
  • Interviews with an Attorney on Legal Protections, Insurance, and Contracts
  • Interview with a CPA on Business Taxes and Accounting

A Client’s First Experience Working With You

  • Client Journey Roadmap
  • Tech Tutorial for Scheduling Software
  • Tech Tutorials for Tracking Leads, Prospects, Clients, and Referral Partners
  • Quick Audit Framework
  • Quick Audit Example Script
  • Quick Audit Note-Taking Sheet
  • Discovery Session Framework
  • Design Your Discovery Session
  • FULL Recording of Discovery Session Example (2 hours) 🔥🔥🔥 coaches love this video 🔥🔥🔥
  • Tech Tutorials for Questionnaires
  • Tech Tutorial for Sharing Google Docs with Clients

Building Long-Term Relationships with Clients

  • Design Your Coaching Program(s)
  • The Ripple Effect
  • Four Key Roles of a Financial Coach
  • Client Exercise Ideation
  • Content Creation Framework
  • Effective Coaching Questions
  • Content Library
  • Research Template
  • Video Trainings for All 20+ Above-Mentioned Client Exercises
  • Tech Tutorials for Sending & Signing Coaching Agreements
  • Recurring Payment Processor Instructions
  • Client Revenue Tracker

The Plan Ahead Method™

  • The Plan Ahead Method™ Budget Demo
  • Tutorials for the Plan Ahead Method™

Selling with Integrity

  • Sample Scripts
  • Bridging the Gap
  • Mindset of Sales
  • Energy of Sales
  • Overcoming Specific Objections: A How-To Guide
  • Scripts and Objections
  • Practicing Your Sales Skills

Marketing Your Coaching

  • List of Networking Groups
  • Identify Your Ideal Referral Partners
  • Prepare for One-to-One and Networking Meetings
  • Follow Up After One-to-One and Networking Meetings
  • Plan Your Social Media Profile
  • Plan Your Social Media Content
  • Interview with Experienced Financial Coaches Achieving Social Media Success
  • Creating a Killer Website
  • Tech Tutorial for Graphic Design

BONUS: Thinking Like a CEO

  • Taking Action in Your Business
  • My Future Roadmap
  • Key Performance Indicators for Your Business
  • Being Intentional With Your Business
  • Time Management Tips & Tricks
  • Start-up Business Expenses
  • Phase II Business Expenses
  • Hiring Your First Team Member
  • Employment Contract
  • Interview Questions
  • Grow Your Team Using Kolbe
  • How to Delegate
  • Downloadable Mindset Coaching Audio Files
  • Pep Talk Videos

BONUS: Advanced Programming

  • Client Success Path
  • Scale Your Financial Coaching Business
  • Design Your One-to-Many Offer
  • Daily Money Management Client Journey Roadmap

BONUS: Advanced Marketing

  • Components of Your Signature Presentation
  • Delivering Your Signature Presentation
  • Simple SEO Links and Resources
  • GIF Training Links

BONUS: Corporate Wellness

  • Corporate Wellness Flow Sheet
  • Key Players
  • Determining Your Workplace Niche
  • Formula for Building a Dynamic Workshop
  • Landing Your First Client
  • Developing Partnerships with Corporate Clients
  • Upleveling Your Financial Wellness Program

Bonus Materials for Financial Coaches:

  • Module rubrics to show you the overarching themes of each module and lesson – better organized and more streamlined than ever before!
  • Action steps designed to take you through all stages of building your coaching business from learning the concepts to launching your practice!

Have you seen enough? Because that’s not all.

We don’t just give you these tools and expect you to know what to do with them. Everything in The Academy® is delivered in a step-by-step, methodical way that follows along a typical client journey. You’re taught why these materials and resources are so important, where they fit into your business and exactly how to use them.

These financial coaching tools and materials will blow your mind once you get your hands on them, but they’re not even the best part of The Academy®.

That’s your Academy cohort and you can read more about that here.

Or maybe you’ve seen enough? You can already tell – The Academy® is the most robust and thorough financial coaching training program. The only thing left to do is enroll.

When I created the Academy, I asked myself:

  • What did I need when I was launching my financial coaching business?
  • What do I wish I had available to me?
  • What will boost a coach’s likelihood of success?
  • What will help coaches to not only complete the program, but do so successfully?

The answer was a hybrid program — a course, along with live coaching and peer accountability and support all in one. That’s the Academy® and I’d love to have you join our next cohort.