90-Day Financial Coaching Program That Delivers Results Financial Coaching Toolkit

Financial Coaching is more than simply budgeting and talking numbers.

Your new client commits to coaching and you are thrilled. A new client! You can’t wait to show them how to use money as a tool to live a better and easier life. The first 90-days of coaching a new client are incredible and they’re also crucial. How you coach your clients early on sets the pace, tone and perspective for their future success.

During the first 90-days, we see the most immediate results because there’s so much we can do to have a positive impact. But the allure of fast and immediate changes can be self-limiting. The goal isn’t for our clients to just manage their money better today, but for their lifetime. We have 90 days to help them transform into a person who:

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.

The first 90-days are so much more than “do this and then do that.” You are showing them changes and improvements they can make today, while simultaneously planting seeds for the future. In this Specialty Toolkit, you’ll get access to a proven program structure that gets your clients the kind of results that increase client retention, creating an immediate return-on-investment (ROI).

With this 90-day financial coaching program you will confidently lead your clients through a program that gets results and creates raving fans for life.

This Specialty Toolkit has 10 lessons covering specific coaching skills and practices including:

#1. A 90-day Financial Coaching Program that Delivers Results

You will see an example of what a 90-day coaching program might look like as you work with your client. The specific topics are laid out in a week-by-week, session-by-session format for you to follow. The main objectives of each session are provided in this simple to read and reference lesson.This lesson is 4 minutes and contains 1 handout.

#2 Coaching Begins Before the First Session

Coaching doesn’t just happen during the coaching session but with every touchpoint in between. Your prepwork for the client prior to their first coaching session is where it all begins. In this lesson, you will better understand the power of your prepwork and its important role in your 90-day program. You will see the best types of subjective (mental, emotional, logistical) and objective (financial) questions to ask. You’ll also see how to package them together for a professional presentation to the client, making it easier for them to complete. Finally, you’ll learn how to use the prepwork to help you mentally prepare, identify priorities, and ultimately go into each clients first coaching session feeling confident and ready.This lesson is 28 minutes and contains 3 handouts.

#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

Chances are, you and your clients will love budgeting using the Plan Ahead Method™. In this lesson, you’ll use the demo budgets and worksheets provided to help your clients get organized, plan multiple paychecks out in advance, and get ahead of their day-to-day money — freeing you both up to focus on other areas of their finances, while removing the chaos and stress from the client’s mind.This lesson is 30 minutes and contains 3 handouts.

#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

The things you enjoy spending money on are most likely not the same things your clients enjoy spending money on. And that’s OK. Your job is to help a client identify what is most important to them, then align as much of their money toward those things as possible. But what are those “things” and how do you help a client identify them? In this values-based exercise, every spending decision can easily be put through a filter that is unique to the client and based on what will bring them the most fulfillment.This lesson is 41 minutes and contains 2 handouts.

#9. Uncovering the Client’s Powerful Financial Purpose

Tackling your financial life is a worthy endeavor in and of itself, but without a clear focus and purpose as to why you are putting in all the hard work, it can be easy to fall off track. This is why we want to help our clients gain clarity around their financial purpose. Knowing what truly drives them to be committed to their financial life will help them be successful for the long run.This lesson is 18 minutes and contains 1 handout.

#10. Cultivating Financial Excitement and Momentum

Goal setting is not an easy exercise for most people. After years of feeling stressed and frustrated with money, setting financial goals can sometimes feel like a pointless endeavor. In this lesson, you will learn what happens in our minds when we set goals so you can help your clients to better understand the power of this practice. You’ll also see a variety of ways people set goals and instead of simply “having a client pick a goal”, you’ll help them gain the awareness and skills that will last them a lifetime. You’ll never look at goal setting the same again!This lesson is 80 minutes and contains 5 handouts.

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.

There are no reviews yet.

Add a Review

You must be <a href="https://wislibrary.net/my-account/">logged in</a> to post a review.