90-Day Financial Coaching Program That Delivers Results Financial Coaching Toolkit

Preparing for your coaching sessions in a consistent and client-centric way is one of the most effective ways to get your clients results. By having a clear process, you can go into any coaching session feeling confident you know how to best help your client. In this lesson, you will learn how to pay attention not just to the words the client uses, but the 1) repetition 2) longevity and 3) emotions behind their words. Our Coach Confidence Prep process ensures you’re delivering a consistent standard of coaching each time you prepare for a new client.

This lesson is 41 minutes and contains 1 handout.

This might be one of the most important lessons throughout all of our Specialty Toolkits and The Academy®. I’m willing to bet that when you look at someone’s budget or numbers, a picture begins to form in your mind. You can see “the cobweb” (how it’s all connected), but more importantly, you can see how to unravel it. This is your superpower as a coach. In this lesson, you’ll learn how to embrace this gift and how to tie it to your coaching program and the journey the client is taking with you.

This lesson is 101 minutes and contains 1 handout.

Getting a handle on the money coming in and going out is an important step for every client to take in their first 90 days. In this lesson, you’ll learn our method of budgeting, using The Plan Ahead Method™. This budgeting method takes into account life’s fluctuations, the timing of real life expenses and spending and helps clients to see their money much more clearly. It’s also entirely customizable to the client and their situation. The best part? Clients LOVE it, so they’re excited to budget!

This lesson is 61 minutes and contains 5 handouts.

Goal setting is not an easy exercise for most people. After years of feeling stressed and frustrated with money, setting financial goals can sometimes feel like a pointless endeavor. In this lesson, you will learn what happens in our minds when we set goals so you can help your clients to better understand the power of this practice. You’ll also see a variety of ways people set goals and instead of simply “having a client pick a goal”, you’ll help them gain the awareness and skills that will last them a lifetime. You’ll never look at goal setting the same again!This lesson is 80 minutes and contains 5 handouts.

This Specialty Toolkit also includes:

Our Financial Coaching Framework:

Every exercise we create uses this framework. It can be applied to any financial topic you want to review and discuss with your clients and has been adopted over the years from coaches around the world and other industries.

Using this framework allows you to systematically and consistently: 1) teach your clients a new financial concept, 2) coach them to practice self-awareness, assess a situation and create a plan of action and 3) commit to changes and overall growth in order to get results.

Handout Templates:

Easily create your own handouts to use with your clients using the five Canva handout templates provided. Make your coaching concepts more visual for your clients by adding your colors, images and very own style to these handouts templates. Five template options are included based on the type of handout you want to create:

Template 1: Content (for educational content with heavy text)
Template 2: Reflection Questions
Template 3: Journal Prompt
Template 4: Bulleted Lists
Template 5: Checklists

Handout Template Tutorial:

If you’re new to using Canva, the online graphic design tool, or find it frustrating to use, this Specialty Toolkit includes a step-by-step tutorial video on using Canva. Learn best practices for modifying the above templates in order to simplify and speed up your content creation efforts.

These added bonuses help you to create professional and cohesive looking handouts and content to uplevel your brand.