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How to use money as a tool to live a better and easier life.
How you coach your clients early on sets the pace, tone and perspective for their future success.
File Size: 1.82 GB.
90-Day Financial Coaching Program That Delivers Results Financial Coaching Toolkit
Specialty Toolkit:
A 90-day Financial Coaching Program that Delivers Results
Financial Coaching is more than simply budgeting and talking numbers.
- has learned the skill of managing their money well,
- is organized and eagerly plans ahead for upcoming expenses,
- has a consistent and steady way of managing their money that works for them,
- trusts themselves to set goals, believes in their goals and knows how to create a plan for their money to make those goals happen,
- looks to their future and sees themselves continuing to do good things with their money,
- saves with intention and is prepared for upcoming whammies and
- has a strong purpose for the role money plays in their life.
Specialty Toolkit:
A 90-day Financial Coaching Program that Delivers Results
Receive ICF Accredited Continuing Coach Education (CCE) hours.
This Specialty Toolkit has 10 lessons covering specific coaching skills and practices including:
#1. A 90-day Financial Coaching Program that Delivers Results
#2 Coaching Begins Before the First Session
#3 Demonstrating Your Expertise and Coaching With Confidence
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.
#4 From Here to There – Painting a Clear Picture of the Client’s Financial Journey
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.
#5 Your Financial Crystal Ball – Introducing the Plan Ahead Method™
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.
#6. The Plan Ahead Method™ Demo Budget
#7. Creating a System to Control the Chaos (Saving With Intention)
Saving for upcoming expenses, happenings and areas of life is one of the fastest ways for your clients to control the chaos they experience with money. It also transforms the way they see themselves. When a financial whammy happens, they realize they are ready for it. In this lesson, you will learn a clear and easy process to teach your clients to help them save for what’s coming — a process they can use for life long after coaching is done. You’ll also receive handouts and examples you can use with your clients to help make saving easier. Give your clients the skill of saving with intention.
This lesson is 41 minutes and contains 4 handouts. It also contains 1 client tutorial video (11 minutes) that can be shared directly with your clients and an expense tracker tutorial (29 minutes).
#8. Taking Your Client from Financial Boredom to Financial Fulfillment
#9. Uncovering the Client’s Powerful Financial Purpose
#10. Cultivating Financial Excitement and Momentum
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.
Course Features
- Lectures 0
- Quizzes 0
- Duration 10 weeks
- Skill level All levels
- Language English
- Students 97
- Assessments Yes