Financial Coaching Toolkit – Coaching on the Fundamentals of Personal Finance

Embrace a client-centric coaching approach to fundamental money topics.

For far too long, the world of personal finance has been treated as purely transactional – simple math and numbers on a spreadsheet. What if the best strategy for the client to take wasn’t the one that had the best financial outcome? What if it was the one that prioritized your clients’ emotional needs — like time with family or their career ambitions?

What if it wasn’t your job as their coach to decide for them what’s most important when it comes to things like determining how they get out of debt, how much they save in their emergency fund or how they grow their net worth?

If you say “personal finance is personal”, then it’s time to fully embrace a client-centric coaching approach to these fundamental money topics. It’s part art and part science and we’ve created the exact frameworks to perfectly marry the two. How do you differentiate between teaching your clients about money and coaching them to make these decisions for themselves? That’s exactly what you’ll learn how to do with this Specialty Toolkit.

In this critical specialty area, you will learn how to help your clients to think critically about what they want, why they want it, and the strategy that will work best for them to achieve it. You’ll be able to equip your clients with practical tools that show them how their needs, wants, goals and views impact the strategies they adopt with their money at a core, fundamental level.

Each topic is taught in a step-by-step, methodical way so you can use it for every client, but with differing results based on what each unique client desires! It’s a true coaching approach.

What You’ll Learn In Coaching on the Fundamentals of Personal Finance

• #1 Coaching on Debt
• #2 Coaching on Emergency Budget and Savings
• #3 Coaching on Credit Scores and Reporting
• #4 Coaching on Net Worth
• #5 Coaching on Financial Principles
• #6 Coaching on Planning Ahead Successfully
• #7 Coaching on Savings Rate
• #8 Coaching on Tithing and Every Other Expense
• #9 Coaching on Retirement

Sale Page: Financial Coaching Toolkit – Coaching on the Fundamentals of Personal Finance

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