build a financial coaching practice
thinking about becoming a financial coach?
A 60-minute private consultation to talk through your questions, discuss what you need to get started, move forward, and what you need to think about as you begin building a financial coaching practice.
You have the desire. Now let’s explore how to turn that into a financial coaching business.
You may have been passionate about personal finance for years and love helping people with their financial goals. Or your own financial journey may have sparked an interest in helping others do the same.
This is an exploratory session designed to help you understand what it takes to get started or move forward from where you are. You do not need a business plan, a website, a certification or even a clear idea of exactly what your financial coaching business might look like for this session.
We’ll start with where you are today, talk through what you need to consider, and sort out the questions standing between “I’d love to do this” and actually getting started.
How this session works
When you book, you’ll tell me a little about why you’re interested in becoming a financial coach and any ideas or questions you already have. Before we meet, I’ll familiarize myself with where you are and what you’d like help sorting through. It is entirely fine if you’re just beginning to explore the idea.
During our session, we’ll discuss things like:
What you need to get started
Whether you need a niche — and how to choose one
If you need certification or additional training
The boundaries between financial coaching and financial advice
How to package and price your services
What we cover is dependent on what guidance you need. There is no set “curriculum”.
What you’ll leave with
By the end of the session, you’ll have a clearer picture of what being a financial coach entails, what your primary offer could be, the pieces you need, and the order in which to approach them. You’ll also receive a written summary covering what we discussed and the next steps we identified.
From there, you can decide whether to begin building independently or explore whether further support from me would be useful (additional 1:1 sessions are available as you need them).
why trust me with this?
I’ve spent the past two decades helping people with their finances. I know what people are looking for and what it takes to turn your desire into a business.
What I am especially good at is parsing through the details. Spotting where an offer is not landing, where your messaging needs realigning, where your client journey breaks down, where the names of your offers aren’t clear, and where you might be trying to provide an outcome that your potential clients are not aware they need.
I bring strategic clarity, but I also pay attention to who you are, where you are starting from, and what would make your business sustainable for you, whether it’s a part-time venture or you hope to eventually replace your full-time job.
“I turned to Debbie when I was preparing to launch my own financial coaching business, and I couldn’t have asked for a better thought partner.
She brought an incredible depth of knowledge to every conversation - from marketing strategy and tools, to pricing models and systems, to business structure and peer resources. Debbie helped me think through all of it.
Beyond her expertise, Debbie’s warmth, kindness, and genuine desire to help truly shine through. I learned so much and would highly recommend her to anyone looking for thoughtful, knowledgeable guidance as they build their own business.”
— Sara W., Financial Coach
This exploratory session is for you if:
You are at the beginning stages of your journey and want to make considered decisions before moving forward.
You have lots of ideas, but they feel scattered or disconnected.
You are unsure what you need to get started, and how the pathway to becoming a financial coach would work.
You want people to be able to find your work without you depending on daily social media visibility.
You want an experienced outside perspective on what deserves your attention first.
Things to consider before purchasing:
Please review the following terms:
This is a non-refundable service.
There is no credit or refund for no shows.
Ensure you are fully informed of what you are committing to, and what is being offered.