Financial Coach Academy – Financial Coach Training 4.0
Course Content
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Course Description
Financial Coach Academy – Financial Coach Training 4.0

We are introducing Financial Coach Training 4.0 – your path to a thriving financial coaching business. Say goodbye to trial and error; launch with confidence!
With five core modules and 20 lessons, gain rapid coaching expertise through 125+ instructional videos. An immediate application is seamless, with 160 templates, contracts, and handout downloads. Expand your horizons with five specialized bonus concepts.
Embark on a journey that evolves with you. Bonus modules like Advanced Programming pave the way to scalable coaching models. Corporate Wellness adds a dynamic offering, while CEO Mindset guides you in balancing business and life.
Course Curriculum:
Module 1: Clarity on Identity and Audience
Discover your ‘why’ story and vision. Pinpoint your ideal client and business details. Craft your compelling narrative for an impactful start.
Module 2: The Client Experience
Create lasting impressions with onboarding. Qualify clients and conduct your first session. Beta clients hone your skills for a confident launch.
Module 3: Building Client Relationships
Develop a remarkable client journey: master effective coaching, content creation, and communication. Implement systems for seamless support.
Module 4: Integrity in Sales
Bridge gaps and sell with authenticity. Master the sales mindset and energy. Address objections confidently through scripts and strategies.
Module 5: Masterful Marketing
Cultivate referral relationships and social media prowess. Craft a compelling website and design marketing resources for a strong brand presence.
Beyond these modules, five bonus segments await, guiding your growth. Advanced Programming facilitates scaling; Corporate Wellness diversifies your offerings. CEO Mindset nurtures your role, optimizing time and balance.
Gain your Financial Coach Academy seal post-core modules. Your journey doesn’t end there. Embrace bonus content, including Advanced Marketing secrets, to thrive long-term.
Are you ready to transform into a confident financial coach? Enroll now in Financial Coach Training 4.0 and unleash your coaching potential!

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E-COMMERCE
- 01-Financial Coach Academy Core Concepts
- 00-WELCOME TO THE FINANCIAL COACH ACADEMY
- 01-Welcome to FCA - A Message from Your Instructor.mp4
- 01-Welcome to FCA - A Message from Your Instructor.png
- 02-Purpose - Why I Created FCA.mp4
- 02-Purpose - Why I Created FCA.png
- 03-How to Excel in FCA.mp4
- 03-How to Excel in FCA.png
- 04-Thinkific Tutorial Video.mp4
- 04-Thinkific Tutorial Video.png
- 05-Receive Monthly Coaching as an FCA Coach.png
- 05-Receive Monthly Coaching as an FCA Coach.rtf
- 06-How to Get Help in FCA.png
- 06-How to Get Help in FCA.rtf
- Notes.txt
- 01-MODULE 1- CLARITY ON WHO YOU ARE AND WHO YOU SERVE
- Resources
- 01- INTRODUCTION- Why Financial Coaching.png
- 02-MODULE 1- RUBRIC.pdf
- 02-MODULE 1- RUBRIC.png
- 03-LESSON 1- Your Why Story.png
- 04-FCA111FindYourWhy-210204-173355.pdf
- 04-FCA112StoryStructuresThatInspireInfluence-210204-173400.pdf
- 04-FCA113TheGoldenCircle-210204-173403.pdf
- 04-FINESSEFCA114Your7SignatureStories-210204-173405.pdf
- 04-Lesson 1- Handouts.png
- 05-Lesson 1- Crafting Your Signature Story with Dr. Karen Dietz.png
- 06-Lesson 1- How Great Leaders Inspire Action Simon Sinek TED Talk.png
- 07-LESSON 2- Your Vision of Business Success and Your Title.png
- 08-FCA121TheVisionIHaveForMyBusiness-210204-173438.pdf
- 08-FCA122WhatKindofBusinessDoIWant_-210204-173443.pdf
- 08-Lesson 2- Handouts.png
- 09-LESSON 3- Your Ideal Client.png
- 10-FCA131FindYourDreamClientProfile-210204-173527.pdf
- 10-FCA132MindMappingPart110Topics-210204-173532.pdf
- 10-FCA133MindMappingPart2SUP2ERScores-220308-141310.pdf
- 10-FCA134MindMappingPart3FindYourIdealClient-210204-173537.pdf
- 10-Lesson 3- Handouts.png
- 11-LESSON 4- Your Business Name and Legal Protections.png
- 12-FCA141ChoosingaBusinessName-210204-173640.pdf
- 12-Lesson 4- Handouts.png
- 13-Lesson 4- Supplemental Videos Introduction.png
- 13-Lesson 4- Supplemental Videos Introduction.rtf
- 14-Lesson 4- Legally Protecting Yourself as a Financial Coach 1.png
- 15-Lesson 4- Part 2png
- 16-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 3.png
- 17-Lesson 4- Q and A with a CPA- Business Taxes and Accounting.png
- 18-MODULE 1- GET SUPPORT HERE.png
- 18-MODULE 1- GET SUPPORT HERE.rtf
- 19-MODULE 1- FEEDBACK FORM.png
- 20-(FINESSE) Lesson 4- Insurance for Financial Coaches.png
- 20-(FINESSE) Lesson 4- Insurance for Financial Coaches.rtf
- 01- INTRODUCTION- Why Financial Coaching.mp4
- 03-LESSON 1- Your Why Story.mp4
- 05-Lesson 1- Crafting Your Signature Story with Dr. Karen Dietz Interview.mp4
- 06-Lesson 1- How Great Leaders Inspire Action Simon Sinek TED Talk.mp4
- 07-LESSON 2- Your Vision of Business Success and Your Title.mp4
- 09-LESSON 3- Your Ideal Client.mp4
- 11-LESSON 4- Your Business Name and Legal Protections.mp4
- 14-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 1.mp4
- 15-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 2- Insurance.mp4
- 16-Lesson 4- Legally Protecting Yourself as a Financial Coach - Part 3- .mp4
- 17-Lesson 4- Q and A with a CPA- Business Taxes and Accounting.mp4
- 02-MODULE 2- A CLIENT'S FIRST EXPERIENCE WORKING WITH YOU
- Resources
- 01-INTRODUCTION- Overview of the Client Journey Roadmap.png
- 02-MODULE 2- RUBRIC.pdf
- 02-MODULE 2- RUBRIC.png
- 03-LESSON 1- Creating First Impressions and Onboarding.png
- 04-FCA211ClientJourneyRoadmap-210204-180428.pdf
- 04-Lesson 1- Handouts.png
- 05-Lesson 1- Tech Tutorial - Using Acuity for Scheduling.png
- 06-Lesson 1- Tech Tutorial - Using Acuity for Scheduling Timestamps.png
- 06-Lesson 1- Tech Tutorial - Using Acuity for Scheduling Timestamps.rtf
- 07-Lesson 1- Tech Tutorial - Staying Organized with Streak (optional).png
- 08-Lesson 1- Tech Tutorial - Staying Organized with Streak Timestamps.png
- 08-Lesson 1- Tech Tutorial - Staying Organized with Streak Timestamps.rtf
- 09-Lesson 1- Tech Tutorial - Staying Organized with Asana (optional).png
- 10-Lesson 1- Tech Tutorial - Staying Organized with Asana Timestamps.png
- 10-Lesson 1- Tech Tutorial - Staying Organized with Asana Timestamps.rtf
- 11-Lesson 1- Tech Tutorial - Staying Organized with Trello (optional).png
- 12-Lesson 1- Tech Tutorial - Staying Organized with Trello Timestamps.png
- 12-Lesson 1- Tech Tutorial - Staying Organized with Trello Timestamps.rtf
- 13-LESSON 2- Qualifying a Client.png
- 14-FCA221QuickAuditFramework-210204-212201.pdf
- 14-FCA222QuickAuditExample-211223-131119.pdf
- 14-FCA223QuickAuditNoteTakingSheet-210204-212217.pdf
- 14-FCA224QuickAuditEmails-210204-212229.pdf
- 14-Lesson 2- Handouts.png
- 15-LESSON 3- Delivering Your First Session.png
- 16-FCA231DiscoverySessionFramework-210204-180723.pdf
- 16-FCA232DesignYourDiscoverySession-210204-180731.pdf
- 16-FCA233DiscoverySessionAgreement-210204-180735.pdf
- 16-FCA234DiscoverySessionConfirmationEmail-210219-165241.pdf
- 16-FCA235DiscoverySessionReminderEmail-210204-180758.pdf
- 16-Lesson 3- Handouts.png
- 17-Lesson 3- Discovery Session Example.png
- 18-Lesson 3- Tech Tutorial - Using JotForm for Questionnaires.png
- 19-Lesson 3.png
- 19-Lesson 3.rtf
- 20-Lesson 3- Tech Tutorial.png
- 21-Lesson 3- Tech Tutorial rtf
- 21-Lesson 3- Tech Tutorial.png
- 22-Lesson 3- Tech Tutorial.png
- 23-LESSON 4- Working with Beta Clients.png
- 24-MODULE 2- GET SUPPORT HERE.png
- 24-MODULE 2- GET SUPPORT HERE.rtf
- 25-MODULE 2- FEEDBACK FORM.png
- 26-(FINESSE) Using Google Calendar with Acuity.png
- 01-INTRODUCTION- Overview of the Client Journey Roadmap.mp4
- 03-LESSON 1- Creating First Impressions and Onboarding.mp4
- 05-Lesson 1- Tech Tutorial - Using Acuity for Scheduling.mp4
- 07-Lesson 1- Tech Tutorial - Staying Organized with Streak (optional).mp4
- 09-Lesson 1- Tech Tutorial - Staying Organized with Asana (optional).mp4
- 11-Lesson 1- Tech Tutorial - Staying Organized with Trello (optional).mp4
- 13-LESSON 2- Qualifying a Client.mp4
- 15-LESSON 3- Delivering Your First Session.mp4
- 17-Lesson 3- Discovery Session Example.mp4
- 18-Lesson 3- Tech Tutorial - Using JotForm for Questionnaires.mp4
- 20-Lesson 3- Tech Tutorial - Using Google Forms for Questionnaires (optional).mp4
- 22-Lesson 3- Tech Tutorial - Sharing Google DocsSheets with Clients (optional).mp4
- 23-LESSON 4- Working with Beta Clients.mp4
- 26-(FINESSE) Lesson 1- Tech Tutorial - Using Google Calendar with Acuity.mp4
- 03-MODULE 3- BUILDING LONG-TERM RELATIONSHIPS WITH CLIENTS
- Resources
- 01- INTRODUCTION- Program Design.png
- 02-MODULE 3- RUBRIC.pdf
- 02-MODULE 3- RUBRIC.png
- 03-LESSON 1- Program Development and Design.png
- 04-FCA312TheRippleEffect-210218-141840.pdf
- 04-FCA313CoachingProgramFlier-220303-164551.pdf
- 04-FCA314MoneySkillsTracker-210223-170554.pdf
- 04-FCAModule311DesignYourCoachingProgram-210223-170457.pdf
- 04-Lesson 1- Handouts.png
- 05-Lesson 1- Client Journey Example.png
- 06-LESSON 2- Effective Coaching and Content Creation.png
- 07-ContentTemplate-210224-124910.pdf
- 07-FCA323ContentCreationFramework-210218-142545.pdf
- 07-FCA324EffectiveCoachingQuestions1-210225-064936.pdf
- 07-FCA325IdentifyingYourThreeValues-210223-170755.pdf
- 07-FCA326ContentLibrary-210223-170857.xlsx
- 07-FCAModule321FourKeyRolesofaFinancialCoach-210218-195919.pdf
- 07-FCAModule322ClientExerciseIdeation2-210223-181354.pdf
- 07-Lesson 2- Handouts.png
- 08-Lesson 2- How to Create Content - Group Brainstorm Session.png
- 09-Lesson 2- How to Create Content - Group Brainstorm Session .png
- 10-LESSON 3- Boundaries and Crucial Conversations.png
- 11-FCA331SixMonthCoachingAgreement-210225-135525.pdf
- 11-Lesson 3- Handouts.png
- 12-Lesson 3- Tech Tutorial.png
- 13-Lesson 3- Tech Tutorial .png
- 14-Lesson 3- Tech Tutorial .png
- 15-LESSON 4- Support Your Business with Systems.png
- 16-Lesson 4- Handouts.png
- 16FCA341WelcometoCoachingEmail-210223-180348.pdf
- 16FCA342CoachingSessionEmails-210223-180350.pdf
- 16FCA343ClientIncomeTracker-220303-182331.xlsx
- 16FCA344ClientSessionTracker-220303-182840.xlsx
- 16FCA345TestimonialReleaseForm-220303-182331.pdf
- 17-MODULE 3- GET SUPPORT HERE.png
- 17-MODULE 3- GET SUPPORT HERE.rtf
- 18-MODULE 3- FEEDBACK FORM.png
- 01- INTRODUCTION- Program Design.mp4
- 03-LESSON 1- Program Development and Design.mp4
- 05-Lesson 1- Client Journey Example.mp4
- 06-LESSON 2- Effective Coaching and Content Creation.mp4
- 08-Lesson 2- How to Create Content - Group Brainstorm Session.mp4
- 09-Lesson 2- How to Create Content - Group Brainstorm Session (Audio Only).m4a
- 10-LESSON 3- Boundaries and Crucial Conversations.mp4
- 12-Lesson 3- Tech Tutorial - Using JotForm to Send and Sign Coaching Agreements.mp4
- 13-Lesson 3 - Using HelloSign to Send and Sign Coaching Agreements.mp4
- 14-Lesson 3 - Using Google Forms to Send and Sign Coaching Agreements.mp4
- 15-LESSON 4- Support Your Business with Systems.mp4
- Notes.txt
- 04-BONUS MODULE- INTRODUCING THE PLAN AHEAD METHOD™
- 01-INTRODUCTION- What is the Plan Ahead Budgeting Method.png
- 01-INTRODUCTION- What is the Plan Ahead Budgeting Method.rtf
- 02-VIDEO- Introducing the Plan Ahead Budgeting Method.mp4
- 02-VIDEO- Introducing the Plan Ahead Budgeting Method.png
- 03-Budget Templates- Plan Ahead Budgeting Method.png
- 03-FCABonusHandoutPlanAheadMethodTemplateBiWeekly-230317-131823.xlsx
- 03-FCABonusHandoutPlanAheadMethodTemplateWeekly-230317-131823.xlsx
- 04-Bonus Tutorial- How to Use Your Plan Ahead Method Budget.mp4
- 04-Bonus Tutorial- How to Use Your Plan Ahead Method Budget.png
- 05-Bonus Tutorial- How to Track Bills on Your Plan Ahead Method Budget.mp4
- 05-Bonus Tutorial- How to Track Bills on Your Plan Ahead Method Budget.png
- 05-MODULE 4- SELLING WITH INTEGRITY
- 01- INTRODUCTION- Why are sales conversations are so important.mp4
- 01- INTRODUCTION- Why are sales conversations are so important.png
- 02-MODULE 4- RUBRIC.pdf
- 02-MODULE 4- RUBRIC.png
- 03-401ScriptSheet-210210-181401.pdf
- 03-MODULE 4- SCRIPT SHEET.png
- 04-LESSON 1- Bridging the Gap.mp4
- 04-LESSON 1- Bridging the Gap.png
- 05-411BridgingtheGap-210211-213313.pdf
- 05-Lesson 1- Handouts.png
- 06-LESSON 2- Mindset of Sales.mp4
- 06-LESSON 2- Mindset of Sales.png
- 07-FCA421MindsetofSales-210212-173250.pdf
- 07-Lesson 2- Handouts.png
- 08-LESSON 3- Energy of Sales.mp4
- 08-LESSON 3- Energy of Sales.png
- 09-431EnergyofSales-210211-213607.pdf
- 09-Lesson 3- Handouts.png
- 10-LESSON 4- Scripts and Objections.mp4
- 10-LESSON 4- Scripts and Objections.png
- 11-441OvercomeSpecificObjections-210211-213642.pdf
- 11-442ScriptsandObjections-210211-213642.pdf
- 11-443PracticingYourSalesSkills-210211-213642.pdf
- 11-Lesson 4- Handouts.png
- 12-MODULE 4- GET SUPPORT HERE.png
- 12-MODULE 4- GET SUPPORT HERE.rtf
- 13-MODULE 4- FEEDBACK FORM.png
- 06-MODULE 5- MARKETING YOUR COACHING
- Resources
- 01-INTRODUCTION- Marketing Purpose and Overview.png
- 02-MODULE 5- RUBRIC.pdf
- 02-MODULE 5- RUBRIC.png
- 03-LESSON 1- Developing Referral Relationships.png
- 04-FCA511ListofNetworkingGroups-210426-170238.pdf
- 04-FCA512IdentifyYourIdealReferralPartners-220303-184526.pdf
- 04-FCA513PrepareforOnetoOneandNetworkingMeetings-210424-173130.pdf
- 04-FCA514FollowUpAfterOnetoOneandNetworkingMeetings-210424-173132.pdf
- 04-Lesson 1- Handouts.png
- 05-LESSON 2- Rocking Your Social Media.png
- 06-FCA521PlanYourSocialMediaProfile1-210420-132722.pdf
- 06-FCA522PlanYourSocialMediaContent1-210420-132727.pdf
- 06-Lesson 2- Handouts.png
- 07-Lesson 2- Social Media Success Video.png
- 08-LESSON 3- Creating a Killer Website.png
- 09-FCA531CreatingaKillerWebsiteSlideDeck-210424-173357.pdf
- 09-Lesson 3- Handouts.png
- 10-LESSON 4- Designing Marketing Resources.png
- 11-FCA541ReferralPartnersFinancialAdvisorsFlierPart1Front-220303-184941.pdf
- 11-FCA542ReferralPartnersFinancialAdvisorsFlierPart2Back-220303-184945.pdf
- 11-FCA543PrivacyReleaseForm-210424-173608.pdf
- 11-FCA544ReferralPartnersFinancialAdvisorsWebpage-210424-173620.pdf
- 11-Lesson 4- Handouts.png
- 12-Lesson 4- Tech Tutorial - Using Canva for Graphic Design.png
- 13-GET SUPPORT HERE.png
- 13-GET SUPPORT HERE.rtf
- 14-MODULE 5- FEEDBACK FORM.png
- 15-(FINESSE) Lesson 1-How to Gamify Your Prospecting Interview.png
- 01-INTRODUCTION- Marketing Purpose and Overview.mp4
- 03-LESSON 1- Developing Referral Relationships.mp4
- 05-LESSON 2- Rocking Your Social Media.mp4
- 07-Lesson 2- Social Media Success Video.mp4
- 08-LESSON 3- Creating a Killer Website.mp4
- 10-LESSON 4- Designing Marketing Resources.mp4
- 12-Lesson 4- Tech Tutorial - Using Canva for Graphic Design.mp4
- 15-(FINESSE) Lesson 1-How to Gamify Your Prospecting Interview.mp4
- Notes.txt
- 07-CONGRATULATIONS & NEXT STEPS
- 01-Where to Go from Here.mp4
- 01-Where to Go from Here.png
- 02-fcagraduatebadgelogoweb72dpi-210209-062847.png
- 02-Graduation Seal.png
- 03-FCA Graduate Marketing Content.png
- 03-FCA Graduate Marketing Content.rtf
- 02-BONUS - Coaching Concepts
- 00-Welcome to the Financial Coaching Concepts Bonus Module
- INTRODUCTION Financial Coaching Concepts.png
- 01-LESSON 1- Foundational Exercises
- 01- LESSON 1.1- Emergency Budget - INTRODUCTION.png
- 02-Lesson 1.1- Emergency Budget - VIDEO.mp4
- 02-Lesson 1.1- Emergency Budget - VIDEO.png
- 03-Lesson 1.1 - Emergency Budget - HANDOUT.pdf
- 03-Lesson 1.1 - Emergency Budget - HANDOUT.png
- 04-Lesson 1.2 - Financial Principles - INTRODUCTION.png
- 05-Lesson 1.2 - Financial Principles - VIDEO.mp4
- 05-Lesson 1.2 - Financial Principles - VIDEO.png
- 06-Lesson 1.2 -Financial Principles - HANDOUT.pdf
- 06-Lesson 1.2 -Financial Principles - HANDOUT.png
- 07-Lesson 1.3 - Net Worth - INTRODUCTION.png
- 08-Lesson 1.3 - Net Worth - VIDEO.mp4
- 08-Lesson 1.3 - Net Worth - VIDEO.png
- 09-Lesson 1.3 - Net Worth - HANDOUT.pdf
- 09-Lesson 1.3 - Net Worth - HANDOUT.png
- 10-Lesson 1.3- Net Worth - WORKSHEET.png
- 10-NetWorthWorksheet2-200327-155749.xlsx
- 11-Lesson 1.4 - Savings Rate - INTRODUCTION.png
- 12-LESSON 1.4- Savings Rate - VIDEO.mp4
- 12-LESSON 1.4- Savings Rate - VIDEO.png
- 13-LESSON 1.4 - Savings Rate - HANDOUT.pdf
- 13-LESSON 1.4 - Savings Rate - HANDOUT.png
- 14-KnowandGrowYourSavingsRate-210107-073310.xlsx
- 14-LESSON 1.4 - Savings Rate - Know and Grow Your Savings -.png
- 02-LESSON 2- Planning Ahead
- 01-Lesson 2.1 - Annual Planner-Month by Month Calendar -INTRODUCTION.png
- 02-Lesson 2.1 - Annual Planner-Month by Month Calendar - VIDEO.mp4
- 02-Lesson 2.1 - Annual Planner-Month by Month Calendar - VIDEO.png
- 03-Lesson 2.1 - Annual Planner-Month by Month Calendar - HANDOUT.png
- 03-PlanningAheadMonthbyMonthCalendar-200402-085250.xlsx
- 04-Lesson 2.2- Planning Ahead Worksheets Galore - INTRODUCTION.png
- 05-CarMaintenance15392048892131569378470081-200408-213637.xlsx
- 05-holidaygiftbuying-200408-213619.pdf
- 05-HomeMaintenance15392049062461569378466099-200408-213637.xlsx
- 05-ImKC2PTLTiy8HfpyCf6u_Newbabybudget15426715018481569378243759-200408-213637.xlsx
- 05-IU9muIAfTE6aYujYEDvA_Travelplanner15392054251701569378289149-200408-213637.xlsx
- 05-Lesson 2.2 - Planning Ahead Worksheets Galore - HANDOUT.png
- 05-MedicalExpenseTracker15392051384461569378286799-200408-213637.xlsx
- 05-Subscriptiontracker15392050335401569378283240-200408-213637.xlsx
- 05-UltimateWeddingBudgetWorksheet15426714669891569378239050-200408-213637.xlsx
- 03-LESSON 3- Goals, Rewards & Milestones
- 01- Lesson 3.1 - Goal Setting - INTRODUCTION.png
- 02-Lesson 3.1 - Goal Setting - VIDEO.mp4
- 02-Lesson 3.1 - Goal Setting - VIDEO.png
- 03-Lesson 3.1 - Goal Setting - HANDOUT.pdf
- 03-Lesson 3.1 - Goal Setting - HANDOUT.png
- 04-LESSON 4- Behavioral
- 01- Lesson 4.1 - Coaching on Credit Cards - INTRODUCTION.png
- 02-Lesson 4.1 - Coaching on Credit Cards - VIDEO.mp4
- 02-Lesson 4.1 - Coaching on Credit Cards - VIDEO.png
- 03-Lesson 4.1 - Coaching on Credit Cards - RESOURCES.png
- 03-Lesson 4.1 - Coaching on Credit Cards - RESOURCES.rtf
- 05-LESSON 5- Couples & Communication
- 01- LESSON 5.1 - Uneven Power Dynamic During Coaching Session - INTRODUCTION.png
- 02-LESSON 5.1 - Uneven Power Dynamic During Coaching Session - VIDEO.mp4
- 02-LESSON 5.1 - Uneven Power Dynamic During Coaching Session -VIDEO.png
- 03-Lesson 5.2 - Taking Inventory - INTRODUCTION.png
- 03-Lesson 5.2 - Taking Inventory - INTRODUCTION.rtf
- 04-Lesson 5.2 - Taking Inventory - VIDEO.mp4
- 04-Lesson 5.2 - Taking Inventory - VIDEO.png
- 05-Lesson 5.2- Taking Inventory - HANDOUT.png
- 05-TakingInventory-200415-204602.xlsx
- 06-Lesson 5.3 - Couples Who Keep Money Separate - INTRODUCTION.png
- 07-LESSON 5.3 - Couples Who Keep Money Separate - VIDEO.mp4
- 07-LESSON 5.3 - Couples Who Keep Money Separate - VIDEO.png
- 06-LESSON 6- Business Strategies
- 01- Lesson 6.1 - Organizational Guidelines for Business Finances - INTRODUCTION.png
- 02-Lesson 6.1- Organizational Guidelines for Business Finances - VIDEO.mp4
- 02-Lesson 6.1- Organizational Guidelines for Business Finances - VIDEO.png
- 03-Lesson 6.2 - Business Owner- Not Enough Revenue - INTRODUCTION.png
- 04-Lesson 6.2 - Business Owner- Not Enough Revenue - VIDEO.mp4
- 04-Lesson 6.2 - Business Owner- Not Enough Revenue - VIDEO.png
- 05-Lesson 6.2 - Business Owner- Not Enough Revenue - HANDOUT.pdf
- 05-Lesson 6.2 - Business Owner- Not Enough Revenue - HANDOUT.png
- 07-LESSON 7- Income
- 01-Lesson 7.1 - Expenses Far Exceed Income - INTRODUCTION.png
- 02-Lesson 7.1 - Expenses Far Exceed Income - VIDEO.mp4
- 02-Lesson 7.1 - Expenses Far Exceed Income - VIDEO.png
- 03-Lesson 7.2 - Variable Income - INTRODUCTION.png
- 04-Lesson 7.2 - Variable Income - VIDEO.mp4
- 04-Lesson 7.2 - Variable Income - VIDEO.png
- 05-Lesson 7.2 - Variable Income - HANDOUT.pdf
- 05-Lesson 7.2 - Variable Income - HANDOUT.png
- 06-Lesson 7.3 - Side Hustles - INTRODUCTION.png
- 07-Lesson 7.3 - Side Hustles - VIDEO.mp4
- 07-Lesson 7.3 - Side Hustles - VIDEO.png
- 08-CopyofGrid-200403-142536.pdf
- 08-Lesson 7.3 - Side Hustles - HANDOUT.png
- 08-SideHustlehandout-200403-142522.pdf
- 08-LESSON 8- Mindset
- 01-Lesson 8.1 - The Caretaker - INTRODUCTION.png
- 02-Lesson 8.1 - The Caretaker - VIDEO.mp4
- 02-Lesson 8.1 - The Caretaker - VIDEO.png
- 03-Lesson 8.1 - The Caretaker - HANDOUT.pdf
- 03-Lesson 8.1 - The Caretaker - HANDOUT.png
- 04-Lesson 8.2 - Coaching on Money Mindset - INTRODUCTION.png
- 04-Lesson 8.2 - Coaching on Money Mindset - INTRODUCTION.rtf
- 05-Lesson 8.2 - Coaching on Money Mindset - VIDEO.mp4
- 05-Lesson 8.2 - Coaching on Money Mindset - VIDEO.png
- 06-Lesson 8.2 - Money Mindset - Positive and Negative Beliefs -.pdf
- 06-Lesson 8.2 - Money Mindset - Positive and Negative Beliefs -.png
- 07-Lesson 8.3 - Money Mindset Scorecard - INTRODUCTION.png
- 08-Lesson 8.3 - Money Mindset Scorecard - VIDEO.mp4
- 08-Lesson 8.3 - Money Mindset Scorecard - VIDEO.png
- 09-Lesson 8.3 - Money Mindset Scorecard - HANDOUT.png
- 09-MindsetQuestions-200416-134930.pdf
- 09-MoneyMindsetScorecard-220722-173709.xlsx
- 10-Lesson 8.4 - Active vs Passive Learning - INTRODUCTION.png
- 11-Lesson 8.4 - Active vs Passive Learning - VIDEO.mp4
- 11-Lesson 8.4 - Active vs Passive Learning - VIDEO.png
- 12-Lesson 8.4 - Active vs Passive Learning - HANDOUT.pdf
- 12-Lesson 8.4 - Active vs Passive Learning - HANDOUT.png
- 09-LESSON 9- Long Term Vision
- 01- Lesson 9.1 - Legacy Drawer - INTRODUCTION.png
- 02-Lesson 9.1 - Legacy Drawer - VIDEO.mp4
- 02-Lesson 9.1 - Legacy Drawer - VIDEO.png
- 03-Lesson 9.1 - Legacy Drawer - HANDOUT.pdf
- 03-Lesson 9.1 - Legacy Drawer - HANDOUT.png
- 03-BONUS - Thinking Like a CEO
- 00-Welcome to Thinking Like a CEO Bonus Module
- INTRODUCTION Thinking Like a CEO.mp4
- INTRODUCTION Thinking Like a CEO.png
- 01-LESSON 1- Taking Action In Your Business
- 01-LESSON 1- Taking Action In Your Business.mp4
- 01-LESSON 1- Taking Action In Your Business.png
- 02-Kolbe Assessment + Interpretation.png
- 02-Kolbe Assessment + Interpretation.rtf
- 02-LESSON 2- Working in Your Zone of Genius
- LESSON 2 Working In Your Zone of Genius.png
- LESSON 2- Working In Your Zone of Genius.mp4
- Notes.txt
- 03-LESSON 3- Planning and Goal Setting for Your Business
- 01- LESSON 3- Planning and Goal Setting.mp4
- 01- LESSON 3- Planning and Goal Setting.png
- 02-BONUSModule_ThinkingLikeaCEOBeingIntentionalWithYourBusiness-210605-235316.pdf
- 02-BONUSModule_ThinkingLikeaCEOKeyPerformanceIndicatorsforYourBusiness-210605-235310.pdf
- 02-Lesson 3- Handouts.png
- 02-MyFutureRoadmap202211x17-220606-135255.pdf
- 04-LESSON 4- Managing Your Time as a Business Owner
- 01- LESSON 4- Managing Your Time.mp4
- 01- LESSON 4- Managing Your Time.png
- 02-BONUSModule_TimeManagementTipsTricks-210605-235708.pdf
- 02-Lesson 4- Handouts.png
- 05-LESSON 5- Finance and Operations
- 01-LESSON 5- Finance and Operations.mp4
- 01-LESSON 5- Finance and Operations.png
- 02-FCA_InterviewQuestionsdocx-210606-123917.pdf
- 02-FCABonusModuleThinkingLikeaCEO31StartupBusinessExpenses-210605-235751.pdf
- 02-FCABONUSModuleThinkingLikeaCEO32PhaseIIBusinessExpenses-210605-235756.pdf
- 02-FCABONUSModuleThinkingLikeaCEO4HiringYourFirstTeamMemberVelvetRopes-210606-123831.pdf
- 02-FCABonusModuleThinkingLikeaCEOEmploymentContractdocx-210606-123756.pdf
- 02-Lesson 5- Handouts.png
- 03-Grow Your Team Using Kolbe.png
- 04-How to Delegate Training Video.mp4
- 04-How to Delegate Training Video.png
- 06-Downloadable Mindset Coaching Audio Files
- 01-How to use this section.png
- 02-Thinking you need to know everything before taking action.m4a
- 02-Thinking you need to know everything before taking action.png
- 03-Thinking it would be easier and you are feeling discouraged.m4a
- 03-Thinking it would be easier and you're feeling discouraged.png
- 04-Not putting yourself out there in order to get clients.m4a
- 04-Not putting yourself out there in order to get clients.png
- 07-Pep Talk Videos
- 01- How to use this section.png
- 02-Write yourself a permission slip.mp4
- 02-Write yourself a permission slip.png
- 03-Technology got you down.mp4
- 03-Technology got you down.png
- 04-Boosting your boundaries.mp4
- 04-Boosting your boundaries.png
- 05-Your Marketing Efforts.mp4
- 05-Your Marketing Efforts.png
- Notes.txt
- 08-BONUS MODULE- FEEDBACK FORM
- BONUS MODULE FEEDBACK FORM.png
- Notes.txt
- 04-BONUS - Advanced Programming
- 00-Welcome to the Advanced Programming Bonus Module
- INTRODUCTION Advanced Programming.mp4
- INTRODUCTION Advanced Programming.png
- 01-LESSON 1- Understanding Your Client Success Path
- 01-LESSON 1- Understanding Your Client Success Path.mp4
- 01-LESSON 1- Understanding Your Client Success Path.png
- 02-FCA221ClientJourneyRoadmap1-210708-154911.pdf
- 02-FCAB211ClientSuccessPath-210708-154925.pdf
- 02-FCAB211ScaleYourFinancialCoachingBusiness-210708-154929.pdf
- 02-Understanding Your Client Success Path Handouts.png
- 02-LESSON 2- Setting the Stage
- 01- LESSON 2- Setting the Stage for Your One-to-Many Offer.mp4
- 01- LESSON 2- Setting the Stage for Your One-to-Many Offer.png
- 02-FFP202107BeattheHeat21DayChallengeScorecard-210712-191356.xlsx
- 02-Masterclass90daySessionPrepForm-210712-191748.pdf
- 02-MasterclassAgreement-210712-191745.pdf
- 02-MasterclassFlyer-210712-191738.pdf
- 02-Setting the Stage Handouts.png
- 03-LESSON 3- Designing Your One-to-Many Offer
- 01-LESSON 3- Designing Your One-to-Many Offer.mp4
- 01-LESSON 3- Designing Your One-to-Many Offer.png
- 02-Designing Your One-to-Many Offer Handouts.png
- 02-FCAB231DesignYourOnetoManyOffer-210712-064819.pdf
- 04-LESSON 4- Extending the Coach-Client Relationship
- 01- LESSON 4- Extending the Coach-Client Relationship.mp4
- 01- LESSON 4- Extending the Coach-Client Relationship.png
- 02-Extending the Coach-Client Relationship Handouts.png
- 02-FCAB241PeriodicCoachingAgreement-210708-155402.pdf
- 02-FCAB242PreSessionQuestionnaire-210708-155212.pdf
- 05-LESSON 5- Daily Money Management
- 01-LESSON 5- Daily Money Management.mp4
- 01-LESSON 5- Daily Money Management.png
- 02-Daily Money Management Handouts.png
- 02-DMMAgreement-210709-063338.pdf
- 02-DMMBillableTemplate-210709-062714.xlsx
- 02-DMMFlyer-210709-062923.pdf
- 02-DMMLandingPagefromWebsite-210709-063440.pdf
- 02-DMMMonthlyStatementEmailTemplate-210709-063537.pdf
- 02-DMMWelcomeEmailTemplate-210709-063630.pdf
- 02-FCAB251DMMClientJourneyRoadmap1-210709-151617.pdf
- 02-FCAB256DMMPrepWorkSheetTemplateGettingOrganized-210709-064343.pdf
- 06-ADVANCED PROGRAMMING MODULE- Wrap Up
- Wrap Up Video for Advanced Programming Bonus Module.mp4
- Wrap Up Video for Advanced Programming Bonus Module.png
- 07-BONUS MODULE- FEEDBACK FORM
- BONUS MODULE FEEDBACK FORM.png
- 05-BONUS - Advanced Marketing
- 00-Welcome to the Advanced Marketing Bonus Module
- INTRODUCTION- Advanced Marketing.mp4
- INTRODUCTION- Advanced Marketing.png
- 01-LESSON 1- Creating Your Signature Presentation
- 01-LESSON 1- Creating Your Signature Presentation.mp4
- 01-LESSON 1- Creating Your Signature Presentation.png
- 02-FCAB311SampleSpeakerKit-210812-122634.pdf
- 02-FCAB312ComponentsofYourSignaturePresentation-210820-114935.pdf
- 02-FCAB313DeliveringYourSignaturePresentation-210820-114939.pdf
- 02-FCAB314SignaturePresentationSampleSlideDeck-210812-122650.pdf
- 02-FCAB315NewsletterSampleSignupForm-210812-122702.pdf
- 02-FCAB316SignaturePresentationSampleDeliverables-210812-122712.pdf
- 02-Lesson 1- Handouts.png
- 02-LESSON 2- Make Your Email Newsletter Useful and Manageable
- LESSON 2- Make Your Email Newsletter Useful and Manageable.mp4
- LESSON 2- Make Your Email Newsletter Useful and Manageable.png
- 03-LESSON 3- Master the News Media
- 01-LESSON 3- Master the News Media.mp4
- 01-LESSON 3- Master the News Media.png
- 02-FCAB331SampleMediaPitchEmail-210820-114828.pdf
- 02-Lesson 3- Handouts.png
- 02-SampleHAROResponse-210827-173051.pdf
- 04-LESSON 4- Simple SEO for Financial Coaches
- 01- LESSON 4- Simple SEO for Financial Coaches.mp4
- 01- LESSON 4- Simple SEO for Financial Coaches.png
- 02-Simple SEO Links and Additional Resources.png
- 02-Simple SEO Links and Additional Resources.rtf
- 05-LESSON 5- GIF-ify Your Brand
- 01-LESSON 5- GIF-ify Your Brand.mp4
- 01-LESSON 5- GIF-ify Your Brand.png
- 02-GIF-ify Your Brand Links and Additional Resources.png
- 02-GIF-ify Your Brand Links and Additional Resources.rtf
- 06-BONUS MODULE- FEEDBACK FORM
- BONUS MODULE FEEDBACK FORM.png
- 06-BONUS - Corporate Wellness
- 01-Welcome to the Corporate Wellness Bonus Module
- 01-Introduction to Corporate Wellness.mp4
- 01-Introduction to Corporate Wellness.png
- 02-When to Introduce Corporate Wellness to Your Financial Coaching Business.png
- 02-When to Introduce Corporate Wellness to Your Financial Coaching Business.rtf
- Notes.txt
- 02-Corporate Wellness The Fiscal Fitness Way
- 01-LESSON- Corporate Wellness The Fiscal Fitness Way.mp4
- 01-LESSON- Corporate Wellness The Fiscal Fitness Way.png
- 02-Corporate Wellness Handouts.png
- 02-FCAB411CorporateWellnessFlowSheet-210920-134633.pdf
- 02-FCAB412CorporateWellnessLandingPage-210904-170702.pdf
- 02-FCAB413CapabilitiesBriefingSlideDeck-210904-170702.pdf
- 02-FCAB414NeedsDiscoveryQuestions-210910-161012.pdf
- 02-FCAB415CorporateWellnessWorkbook-210904-170702.pdf
- 02-FCAB416FinancialStressAssessment-210904-170702.pdf
- 02-FCAB417StrategicDebrief-210904-170702.pdf
- 02-FCAB418ProposalExample-210904-170702.pdf
- 03-Corporate Wellness w- Workplace Money Coach
- 01-Introduction.png
- 01-Introduction.rtf
- 02-Lesson Video Recording.mp4
- 02-Lesson Video Recording.png
- 03-KeyPlayers-210205-110906.pdf
- 03-Networking with Key Players.png
- 04-DetermineYourWorkplaceNiche-210205-110955.pdf
- 04-Developing Your Niche In the Workplace.png
- 05-Building a Dynamic Workshop.png
- 05-FormulaforBuildingaDynamicWorkshop1191104132408-210205-111340.docx
- 06-Landing Your First Corporate Client.png
- 06-LandYourFirstClient-210205-111445.pdf
- 07-Developing Partnerships with Corporate Clients.png
- 08-How to Uplevel Your Financial Wellness Program.png
- 08-How to Uplevel Your Financial Wellness Program.rtf
- 04-BONUS MODULE- FEEDBACK FORM
- BONUS MODULE FEEDBACK FORM.png
- BONUS MODULE FEEDBACK FORM.rtf
- Notes.txt
- 07-BONUS - Monthly Coaching Calls
- June 2023 Q&A Call.png
- June 2023 Q&A Call.rtf
- Notes.txt
