Financial Coaching Resources

Tools, Support, and Real Connections for Coaches Who Want to Grow

Since 2008, we've been walking alongside financial coaches at all stages - and we've seen the same questions come up again and again:

• How do I start a financial coaching business?
• Do I need a certification to become a financial coach?
• Where do I find coaching clients - and how do I get them to actually say yes?
• What should I charge for financial coaching?
• What's the difference between an adviser and a coach?
• How do I overcome imposter syndrome?
• What are the top mistakes new financial coaches make?

That's exactly why we created this page.

Whether you're exploring the idea of becoming a financial coach or are already in the thick of it, these resources were built to help you get clarity, confidence, and momentum.

You'll find real value in these tools - created by coaches who've been in your shoes and genuinely want to see you grow.

These tools can absolutely move you forward. But without guidance, mentorship, or context, it's kind of like bein handed the keys to a Lamborghini without ever learning how to drive it. It'll go-but not with the full power or experience it was built for.

So explore what's here.

Try a few things.

Get a feel for how we think, teach, and connect.

And if it leaves you wanting more connection, clarity, or a roadmap to build something that truly fit's...you'll find that inside Coach Connections^TM membership.