A Financial Coach Membership That Supports You...
the Way You Support Your Clients.
At Coach ConnectionsTM, the name says it all.
We’re coaches who actually connect.
One-on-one, human to human...
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We pick up the phone
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We hop on Zoom
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We meet you where you are and grow with you

You’re not just building a coaching business. You’re walking with people through the messy, emotional, meaningful parts of their lives—and helping them reclaim their future with hope, dignity, and freedom.
You want more than a one-size-fits-all course or follow-my-path playbook.
You want real support, from people who truly understand this calling.
You're Coaching to Help Others Thrive.
You Deserve a Place That Helps You Do the Same.

Hi, I'm Dave Jacobson, founder of Coach Connections.
To understand what this membership really is, it helps to know where it came from.
When I started my coaching journey back in 2008, I wasn’t just looking for a career—I was chasing the chance to truly change lives. To walk with people through the mess and help them find hope, freedom, and a future they could believe in.
What was I really searching for?
Significance.
Knowing I was using my gifts to bless others and create lasting impact.
I had the passion—but I wasn’t equipped.
I had read all the books, followed the big names, and even invested significantly in Dave Ramsey’s Master Training. The material wasn’t necessarily bad—but the moment I started working with real people, I realized just how unprepared I was.
This business was different than anything I’d done before:
- I had no idea how to get coaching clients.
- No systems. No structure.
- No clue what to charge for financial coaching, how to explain what I actually did, or what to talk about in a coaching session.
- I didn’t even have an effective client intake form.
So I started reaching out, hoping there were other coaches out there willing to share.
Many weren’t. But a few were—and those conversations changed everything.
They proved what I’d always believed deep down:
We can all serve better—and build stronger businesses—when we stop competing and start connecting.
I’ve been called an idealist more than once.
Maybe it’s true. I like to go against the grain and ask, “Why not?”
Why can’t we build a community that’s raw, honest, and truly supportive—where coaches show up for each other and genuinely want to see each other grow?
Why can’t we ditch the one-size-fits-all formulas and empower clients with real habits, mindset shifts, and behavior change?
And yes—if you’re wondering—this is the part where I politely challenge those cookie-cutter coaching programs built around someone else's success story.
They’re what I call guru programs—the kind that say, “Do what I did, and you’ll be successful too.”
But here’s the truth: that only works if you’re trying to become them.
That idealism, it turns out, has built something really special.
Coach Connections exists to help coaches become the best version of themselves—while building a business that reflects who they are, not just what the industry says they should be;
- From part-time coaches who just want to help a handful of people...
- To retired millionaires serving in their purpose-driven encore careers...
- To full-time builders creating income and impact for their families...
There’s no one-size-fits-all here.
And no value judgment either.
All that matters is that you want to make a difference—and you’re willing to help others do the same.
We’ve gathered and refined the best tools, practices, and strategies since 2008.
But more importantly, we’ve built them together.
Yes, I’ve served thousands of clients, and I’m good at what I do.
But my real strength? Knowing that other coaches hold gold, too.
And this isn’t just my thing anymore—it’s become something bigger than any one person.
We now have over 20 volunteer leaders—coaches just like you—who help shape and lead this community because they believe so deeply in what we’re building together.
Their gifts, talents, and perspectives are what make this membership thrive.
It’s not top-down—it’s us, all of us, working side-by-side to help each other grow.
And when you create a space that welcomes it, listens to it, and elevates it…
You don’t get a guru program.
You get a living system that adapts to the coach—not the other way around.
Jim’s business works because it fits Jim.
Sally’s looks nothing like his—but it fits Sally.
What I’ve done is pull together the core best practices that work across the board—and help each member shape them into a coaching business that fits them.
And the most unexpected part?
The access.
People considering membership often hear me say, “You can call me anytime.”
But most don’t believe it.
Even new members need time to realize it’s real.
Maybe it’s the world we live in—chatbots, online forms, “open-door” policies that sound nice but make you feel like a burden when you actually reach out.
But here, it’s different.
You’ll find yourself on real phone calls and Zooms with coaches who are walking the same path.
Because we’re in a human-to-human business—serving clients in deeply personal ways.
And the best way to grow as a coach… is to connect like a human, too.
Real conversations.
Real support.
Real feedback on curveball client situations and business decisions.
Because it’s in our name:
Coach Connections.
When we connect, we all grow—together.
You've seen how this came to life... how connection, collaboration, and a refusal to settle for cookie-cutter programs shaped everything we do.
Now let's talk about what that actually looks like inside membership.
What's Included in Membership
Everything You Need to Coach and Build
Without Reinventing the Wheel.
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From that first 'I think I need help' conversation to what to charge for financial coaching, designing your offering, and serving clients long-term.
We give you the tools, systems and support to maximize your impact without wasting time reinventing the wheel.
 Inside Coach Connections, you’ll get:
- Proven tools and plug-and-play systems - from client intake forms to full coaching workflows, so you're never starting from scratch
- A library of over 800+ financial coaching resources to use with clients or behind the scenes to streamline your business
- Support for finding prospects and converting them - including our proprietary system that consistently helps coaches close 70% or more of their discovery calls
- Financial coach marketing tools that feel authentic (not salesy), plus guidance on how to talk about what you do so people actually get it
- A community of real coaches -Â accountability partners, expert mentors, and people you can call, text, or Zoom
- A space where you can lead, contribute and grow - not just consume content
- Beyond just a login and a library - you'll get real support, real mentorship, and support that adapts to you
- Weekly live sessions for mentorship, Q&A, and real-time feedback
- An Orientation experience that not only walks you through the tools and support available, but also helps you plug into the community from day one
We're not handing you a one-size-fits-all playbook. We're helping you build the kind of coaching business that works for you - and giving you the tools, strategies, and community support to do it with confidence.
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How Membership Works
(and Why We Do It This Way)
Even the way we accept new members is different—and that’s intentional.
We don’t believe in packing thousands of people into a high-priced course, slapping on a few bonuses, offering urgency-close discounts, and calling it transformational.
- We don’t do gimmicks.
- We don’t do pressure tactics.
- And you won’t find a “Buy Now” button on this page.
Instead, you’ll find a few invitations to get to know us, explore how we train and coach, and decide whether what we've built... and we're continuing to build together... fells like a fit.
Because honestly… isn’t that the kind of pressure we’re helping our clients move away from?
Here’s how we do things differently:
- We open membership just twice a year—and we limit how many coaches come in at a time.
- We an interview process, not to filter people out, but to start a real conversation and make sure the fit is mutual.Â
This isn’t about being exclusive—it’s about being intentional.
We’ve built something special, and we protect that experience for the coaches already inside.
If this feels like the kind of space you've been searching for...great.
If not, that’s okay too.
Here’s what's next:
- What our members are saying
- Test drive membership
- How to take the first step toward membership
Let's keep going.
What Members Are Saying
“I’ve seen an incredible transformation in my business since joining Coach Connections.
In just 3 months I quadrupled my business income. I’m so thankful to Dave and the rest of the community”
Grayson, S
 “I’ve received more support and value from Coach Connections membership than any other program I’ve been part of…
and I’ve been in a lot of programs”
Estelle, G
"I previously took a coaching course but was still struggling ... it didn’t give me anything useful.
Coach Connections gave me systems and processes I could use in my business and with clients. I am forever grateful for what they've done for me.”
Dawnette, P

Our Guarantee
When the Time Comes, You Can Test Drive Membership
By now, you've seen what we're about and heard from coaches who've lived it.
But you still might be wondering, "Is this too good to be true?"
You're not alone. That's a fair reaction.
I've talked to far too many coaches who've spent thousands on programs that promised to give them what they needed - only to be left unequipped, discouraged, and still searching for something that actually works.
Worse, many start wondering if it's them, if they're just not cut out for coaching.
Let's be clear: it's not you.
You were just never given the right tools or support.
And to be honest - we're not perfect either.
Not every member builds their dream business. Life happens. People get busy. Â
But what we can promise this:
The support, tools and connection we've describe... You'll actually experience them for yourself.
I've never been a big on guarantees. They've always felt gimmicky to me.
But after hearing how many coaches have been burned, I get it.
You just want to know if what we've promised is actually what we deliver.
So here's what we offer when membership opens:
A Real Test Drive. No Pressure. No Risk.
You'll get full access for 30 days - just like any other member.
The tools. The calls. The community.
The real thing.
And if it's not a fit?
No problem.
We'll give you a full refund - no hard feelings, and no questions asked.
How to Take the First Step Toward Membership
Because Connection Isn't Just What We Teach - It's How We Start
Connection is at the core of everything we do.
So it only makes sense that the path to becoming a member starts with it, too.
If it doesn't feel right to connect before joining, it probably won't feel right inside membership either.
This is your first opportunity to practice what this community is all about - reaching out, being open to growth, and sharing your gifts along the way.
If, however the idea of connecting with mentors - and becoming one for others - speaks to you... then we should talk.
Inside membership, people just call or text me.
But after learning (the hard way) that posting my number online mostly invites spam, we start with a quick form.
Just share your name, email and phone number.
We'll send you the next step - and from there, we connect the way this community was built to: Human to human.
Let's Connect
Let's us know how to reach you.
We'll follow up with the next step.