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Kelsa Dickey 4 Specialty Toolkits included – Financial Coach Academy 2025

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Kelsa Dickey 4 Specialty Toolkits included – Financial Coach Academy 2025

Kelsa Dickey 4 Specialty Toolkits included - Financial Coach Academy 2025

Ready to turn your dream of helping people into a reality?

We’re not blowing smoke. Take a look at this…

Lauren was already a coach, but she wasn’t fully confident — with FCA, she is closing her knowledge gaps and adding to her toolbox so that she can be a powerful, transformative financial coach.

And she’s not the only one:

“I will sing y’all’s praises from the hilltops! This program is amazing. If FCA had been JUST modules 1 & 2, it would have been worth the price. There is no way I would have launched my business or gotten this far without Financial Coach Academy.

“The fact that I have LIFETIME access was one of the reasons I chose FCA over other options out there.” – Brandy Lively

Both Brandy and Lauren found that the Financial Coach Academy’s comprehensive trainings filled in the gaps (that other programs didn’t), and increased their confidence — all because they followed their dream — their vision — to become excellent financial coaches.

Maybe you have a similar dream – of helping people improve the way they manage their money. We can’t promise you that launching a business will be easy. In fact, we can guarantee it will be both gratifying and challenging at times.

The Financial Coach Academy® provides frameworks, templates, resources, checklists, skills trainings and continuous support.

Expand your coaching skills beyond financial concepts and education (but we’ll cover those too). Learn how to successfully change your clients’ behavior to get better (and faster) results.

Stop the neverending quest for the “right” way to launch. Build the systems and master the tech needed to run a business that’s as close to autopilot as can be.

Being good with money is in your DNA. Build upon your natural skills and learn the techniques and tools that you will need as a financial coach.

A Financial Coaching Program Based In Reality

You want to know what gives coaching a bad name? Over-promising and fake guarantees.

As a financial coach, we cannot guarantee that our clients will get out of debt in 90 days because that’s not always up to us. A client can do everything right, seize every opportunity and still not get out of debt in 90 days. Sometimes the math just doesn’t shake out that way.

Not only that, but I’ve never had a client do everything right just like no one will do everything right in business.

Change is hard. Business is hard. We don’t live in dream scenarios, we live in reality. As a financial coach, it feels wrong to promise something I don’t control.

The same is true for the Financial Coach Academy®.

And yet The Academy® will NOT:

  • Give you everything you will ever need on this journey of entrepreneurship.

  • Teach you everything you could ever need to know about money.

  • Be absolutely perfect for every single coach who enrolls.

I cannot guarantee:

  • You will succeed right away as a financial coach

  • You will make 6-figures your first year

  • This journey will be easy

  • You will build your business or your offer and then people will immediately flock to it

  • Your first iteration of your business will be perfect

The Academy® offers you:

  • The tools, materials and resources to use in your business to cut down on your time commitment,

  • A framework that can be customized and modified so your iteration-phase is easier to test,

  • True mentorship through live coaching calls so you’re not navigating all of this on your own, and

  • A community of other coaches who get it (and get you).

I’m offering you a path to get started.

Because you can’t know what will work for you or what iterations you need to try unless you start.

You’ve got to start somewhere.

The Academy® is designed the way it is because I’ve been there. I am there.

I started my own financial coaching business and I still have a financial coaching business. I’m in the trenches too. All of the coaches who enroll in The Academy® are in the trenches too.

Here’s what’s waiting for you inside The Financial Coach Academy®…

From the moment you sign up and commit to making your financial coaching dreams a reality, you’ll receive live monthly coaching calls for 12 months, and you’ll have lifetime access to all program materials as long as the program is live and active.

Launching and having a business (any business) takes a lot of time and effort. It doesn’t happen overnight. It took me years and I tried a lot of different things before I figured out what would work for me.

Even with The Academy®, your financial coaching success will take a lot of time, effort and iterations. You will build it, market it, talk with people about it, tweak it, change it, and try again.

It won’t just demand time, it will demand patience, perseverance and trust.

I am not offering you a get-rich-quick strategy, a guaranteed income, or some dream scenario.

5 CORE MODULES

These modules will walk you through five key aspects of becoming a financial coach and designing your business so it fits you. These core modules lay a foundation from which you can build from and include:

  • Clarity on who you are—and who you serve

  • Your client’s first impression (and experience) of working with you

  • Building long-term relationships through a curated client experience

  • Selling your services with integrity and excitement

  • Creating a brand that attracts your ideal clients with ease

30 SELF-PACED LESSONS

You’ll find no surface-level content here. We’re diving deep into the concepts that will transform your business so you can hit the ground running with a wealth of knowledge and know-how.

LIVE MONTHLY CALLS

We’ll help you troubleshoot any challenges, get unstuck when things get tough, and answer any questions you have along the way— and you can hop on these calls whenever you want for a full year.

COHORTS: 6 MONTHS OF SMALL GROUP SUPPORT

When you enroll in the Academy, you’ll be assigned a small group of fellow coaches to go on this journey with you. These small groups, Cohorts, will be limited to your fellow coaches who have recently enrolled in the Academy and are learning and growing their financial coaching business right alongside you.

When you join us, you’ll join everyone in your cohort for a group welcome call where we’ll help you set up communication channels to stay in touch and keep each other motivated as you progress through the program.

165 MATERIALS TO DOWNLOAD

Downloads, templates, contracts… you name it, we’ve got it. These resources help you get started on the right foot.

4 BONUS MODULES

We’re here for your launch and your evolution. Once you’ve got a solid foundation, level up your business with online programs, masterminds, group programs, and more – all included when you enroll in The Academy®!

MEET YOUR CORE MODULES

Module 1: Clarity on who you are—and who you serve

Our goal for this module:

No more floundering around, trying to be everything to everyone. You’ll leave this module with a clear vision of WHY you do what you do—and WHO you’re meant to serve.

In this module, you will:

  • Create a clear vision for what kind of business you’re creating and how that business fits your current lifestyle
  • Identify your niche and zero in on the challenges your ideal clients are experiencing
  • Embrace where your financial coaching dream comes from (and start crafting it into a compelling story)
  • Pick your business name and chosen title
  • Develop a solid understanding of the first administrative and legal steps you need to take to create a real business as a financial coach

Module 2: Your client’s first impression (and experience) of working with you

Our goal for this module:

You’ll learn how to craft an unforgettable client experience that has your clients working with you for the long haul—and singing your praises to everyone they know. 

In this module, you will: 

  • Map out a detailed client journey for your business
  • Create your unique, no-sleazy sales conversation process
  • Design and launch your initial coaching session with clients
  • Activate a simple scheduling software
  • Build an (also simple) tracking system for leads, prospects, and clients
  • Make a PUBLIC announcement that you’re looking for clients

Module 3: Building long-term relationships through a curated client experience

Our goal for this module:

This is where the magic happens. You’ll create a repeatable system for working with clients that produces life-changing results—so you can feel confident and in control every step of the way.  

In this module, you will: 

  • Design a coaching program for your business
  • Create valuable, action-based content that gets your clients real results
  • Develop effective coaching skills
  • Explore transformative financial concepts from a coaching perspective
  • Adopt the four key roles you’ll play as a coach
  • Master the art of asking effective questions
  • Draft your official Coaching Agreement
  • Design and launch an onboarding sequence to lead clients through
  • Build a tracking system for your clients’ journey through your program
  • Establish important policies to establish boundaries and expectations

Module 4: Selling your services with integrity and excitement

Our goal for this module:

Hate selling? Not anymore. You’ll walk away from this module with a step-by-step process for selling your services that feels natural, authentic, and downright easy.  

In this module, you will: 

  • Identify where your clients are today, where they want to be, and how your services can bridge that gap
  • Brainstorm ways your coaching program helps clients to solve their current challenges
  • Reflect on what you appreciate and dislike about sales conversations you’ve experienced
  • Design a pre-game sales strategy
  • Learn the strategy of “teeing up” your coaching
  • Write pivot statements for your discovery sessions
  • Discover how the energy in your workspace impacts your sales conversations
  • Explore various objections you may hear and how you’ll respond to them
  • Identify the ten major benefits of your coaching
  • Outline how you will wrap up discovery sessions for the three most common scenarios that can occur

Module 5: Creating a brand that attracts your ideal clients with ease

Our goal for this module:

You’ll build a brand that conveys your message and speaks directly to your people—so you can stop chasing leads and start attracting clients who are ready and willing to invest in your services. 

In this module, you will: 

  • Establish goals for your referral and social media marketing
  • Learn strategies for identifying and establishing referral relationships
  • Identify who’s in front of your ideal clients on a regular basis already
  • Design a reach-out strategy for connecting with referral partners (templates provided!)
  • Design a follow-up strategy after a one-to-one with a referral partner
  • Launch a social media strategy for your financial coaching business
  • Outline a social media content calendar that matches your goals and builds trust with prospects
  • Learn about the key components of your website
  • Write out the copy for your website
  • Explore various commercials and taglines you can use to gain the most from the networking meetings you attend

Ready to add ‘Financial Coach’ to your resume and build a business you love?

GET INSTANT, LIFETIME ACCESS TO:

  • 5 core modules that contain 30 lessons that will lay the foundation of a thriving coaching business
  • 12 live monthly coaching calls

  • Your cohort 6 months of small group support (PRICELESS!!)

  • 165 downloads, templates, contracts and other materials you can use ASAP

  • 4 Specialty Toolkits to enhance identity, confidence and skills as a financial coach (a $4,488 value if purchased separately)

  • 4 advanced bonus modules to expand your offerings and create a greater impact

The Financial Coach Academy® is for you if…

…you’re looking for a formal training to help you feel confident in your identity and responsibilities as a coach (whether that’s part-time or full-fledged business empire).

…you’re just starting out as a financial coach and you want help launching your business on the right foot.

…you want to feel prepared and able to equip your clients with practical tools to tackle debt, savings and so much more during their sessions.

…you’re excited to differentiate between simply teaching financial concepts and effectively coaching on them.

…you’re struggling to justify the value of your services to clients.

…you care about achieving consistent positive results for your clients.

…you want to attract the right kind of clients and in a way that feels easy and enjoyable to you.

Get the Ultimate Growth Guide for Financial Coaches

The Ultimate Growth Guide for Financial Coaches is your step by step guide to growing your coaching business.

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Original price was: $2,997.00.Current price is: $279.00.

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