Financial Coach Academy 2025 by Kelsa Dickey

Introduction

The Financial Coach Academy 2025 by Kelsa Dickey is a comprehensive training program designed to teach aspiring financial coaches how to build and scale a successful financial coaching business. Created by Kelsa Dickey, CEO of the Financial Coach Academy and founder of Fiscal Fitness Phoenix, this program combines over a decade of real-world coaching experience with proven business strategies. The academy includes 6 core modules plus 4 bonus sections, alongside the proprietary Financial Coaching Toolkit with 4 specialty training areas covering everything from embodying the role of a financial coach to mastering the signature Plan Ahead Method budgeting system.

Here's What You Get

📊 Course Stats:

164 video lessons | 252 downloadable PDFs | 4 audio files | 88h 40m of content | 26.42 GB total

✅ 6 Core Training Modules: Complete step-by-step guidance from discovering your why and defining your ideal client to developing coaching programs, creating content, selling with integrity, and building marketing systems that attract clients.

✅ Financial Coaching Toolkit (4 Specialty Areas): Advanced training on embodying the role of a financial coach, delivering a 90-day coaching program that gets results, coaching on personal finance fundamentals, and mastering the Plan Ahead Method budgeting system.

✅ Bonus: Corporate Wellness Training: Learn how to land corporate clients and design workplace financial wellness programs, including case studies, proposal templates, and capability briefing slide decks.

✅ Bonus: Advanced Marketing Module: Master signature presentations, email newsletters, media pitching, SEO strategies, and personal branding techniques specifically for financial coaches.

✅ Bonus: Thinking Like a CEO: Time management strategies, key performance indicators, hiring your first team member, business expense planning, and delegation frameworks for scaling your coaching business.

✅ Bonus: Coaching Concepts Library: Real coaching scenarios including credit card coaching, couples who keep money separate, business owner finances, variable income, money mindset, and legacy planning.

✅ 252 Templates, Worksheets & Client Resources: Ready-to-use coaching agreements, discovery session frameworks, client journey roadmaps, questionnaires, email templates, budget spreadsheets, and planning tools.

✅ 40 Spreadsheet Templates: Plan Ahead Method budgets (weekly, bi-weekly, business versions), expense organizers, debt trackers, net worth calculators, savings rate tools, and specialized planners for medical expenses, subscriptions, home maintenance, travel, weddings, and more.

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What You Will Learn in Financial Coach Academy 2025

✅ Craft your signature story using the Golden Circle framework — Learn how to articulate your “why” in a way that inspires and influences potential clients, using story structures that resonate emotionally.

✅ Design your ideal client profile using the SUP2ER Scores mind mapping technique — Move beyond generic demographics to identify the specific challenges, values, and goals of the clients you're best positioned to serve.

✅ Create a seamless client onboarding experience with the Client Journey Roadmap — Map out every touchpoint from discovery session to coaching program, including confirmation emails, questionnaires, prep worksheets, and post-session feedback forms.

✅ Deliver powerful discovery sessions using the Quick Audit Framework — Master the structure for qualifying clients, demonstrating your expertise, and naturally transitioning prospects into paid coaching relationships.

✅ Build a 90-day financial coaching program using the Ripple Effect methodology — Learn how to design transformational programs that deliver measurable results while creating systems that prevent client overwhelm.

✅ Master the Plan Ahead Method budgeting system — Implement Kelsa's proprietary approach that focuses on understanding spending rather than judging it, planning for expenses instead of reacting to them, and creating clarity without adding rigid rules.

✅ Coach clients on fundamental personal finance topics — Develop expertise in debt payoff strategies, emergency savings, credit scores, net worth tracking, financial principles, planning ahead for irregular expenses, savings rate optimization, retirement planning, and tithing.

✅ Navigate crucial conversations and set healthy boundaries — Handle difficult coaching scenarios including uneven power dynamics, couples with separate finances, clients whose expenses far exceed income, variable income situations, and money mindset blocks.

✅ Create effective coaching content using the Content Creation Framework — Design client exercises, worksheets, and educational materials that promote active learning and drive real behavior change.

✅ Sell your coaching services with integrity using proven scripts — Overcome common objections, bridge the gap between discovery and commitment, and close sales while maintaining authentic, client-focused energy.

✅ Build referral relationships with strategic networking — Identify ideal referral partners, prepare for one-to-one meetings, and create follow-up systems that generate consistent client referrals.

✅ Design corporate wellness programs for workplace financial coaching — Land corporate clients by understanding your workplace niche, developing capability briefings, conducting needs discovery, and creating strategic debriefs and proposals.

Who Should Take Financial Coach Academy 2025?

• Personal finance enthusiasts who want to monetize their money skills — You've always been the friend everyone asks for financial advice, you're naturally good with budgets and debt payoff strategies, but you don't know how to turn that skill into a legitimate business. This academy provides the complete business framework, client acquisition systems, and professional coaching methodologies that transform your natural abilities into a paid service.

• Former financial advisors seeking a more fulfilling career path — You have the credentials and financial knowledge but feel constrained by sales quotas, product pushing, and serving only high-net-worth clients. This program teaches you how to build an advice-only coaching practice where you help everyday people without the pressure of commissions or investment minimums.

• Career changers looking to build a purpose-driven business — You're burned out in your current career and want to make money while genuinely helping people improve their lives. The academy walks you through every step from choosing your business name and legal protections to landing your first clients and scaling to multiple revenue streams.

• Existing coaches who struggle to sign clients consistently — You've tried to start a financial coaching business but can't get past the feast-or-famine cycle. This program gives you the discovery session frameworks, sales scripts, objection handling techniques, and referral partnership strategies that fill your calendar with qualified prospects.

• Accountants or CPAs wanting to add coaching services — You have deep financial expertise but weren't trained to coach behavioral change or run a coaching business. This academy teaches you how to ask powerful questions, facilitate transformation, create coaching programs that deliver results, and market your services beyond traditional accounting channels.

• Aspiring coaches ready to specialize in corporate wellness — You're interested in workplace financial wellness programs but don't know how to break into corporate accounts. The Corporate Wellness bonus module provides case studies, needs discovery questions, capability briefing templates, and proposal examples specifically for landing company contracts.

Complete Curriculum Breakdown

Module 1: Why Financial Coaching

This foundational module helps you define your business vision and establish the legal foundations for your coaching practice. You'll craft your signature story, identify your ideal client, choose your business name, and understand the legal protections necessary for operating as a financial coach.

• Lesson 1.1: Your Why Story
• Lesson 1.2: Your Vision of Business Success and Your Title
• Lesson 1.3: Your Ideal Client
• Lesson 1.4: Your Business Name and Legal Protections
• Bonus: Crafting Your Signature Story with Dr. Karen Dietz and Kelsa Dickey
• Bonus: How Great Leaders Inspire Action (Simon Sinek framework)
• Tutorial: Legally Protecting Yourself as a Financial Coach (3-part series)
• 📕 Included resources: Find Your Why worksheet, Story Structures That Inspire and Influence guide, The Golden Circle framework, Dream Client Profile template, Mind Mapping SUP2ER Scores worksheet, Choosing a Business Name guide

Module 2: A Client's First Experience Working with You

Master the art of onboarding, qualifying prospects, and delivering discovery sessions that convert. This module covers technology setup, client management systems, and the complete framework for your first coaching session.

• Lesson 2.1: Creating First Impressions and Onboarding
• Lesson 2.2: Qualifying a Client
• Lesson 2.3: Delivering Your First Session
• Lesson 2.4: Working with Beta Clients
• Bonus: Example Discovery Session (full recording)
• Tutorials: Using Acuity for Scheduling, Staying Organized with Streak/Asana/Trello, Using JotForm and Google Forms for Questionnaires, Sharing Google Docs with Clients, Using Google Calendar with Acuity
• Bonus: Q&A with CPA Jessica Eichenburg (2018 tax updates)
• 📕 Included resources: Client Journey Roadmap, Quick Audit Framework and Note-Taking Sheet, Quick Audit email templates, Discovery Session Framework and Agreement, Discovery Session Questionnaire, Prep Work spreadsheets (personal and business), Discovery Session Slide Deck, Post-Discovery Session feedback form and email templates

Module 3: Building Long-term Relationships with Clients

Learn how to design comprehensive coaching programs, create effective client content, set boundaries, and implement systems that support sustainable growth.

• Lesson 3.1: Program Development and Design
• Lesson 3.2: Effective Coaching and Content Creation
• Lesson 3.3: Boundaries and Crucial Conversations
• Lesson 3.4: Support Your Business with Systems
• Bonus: Client Journey Example (walkthrough)
• Bonus: Exercise Creation Tutorial
• Tutorials: Using JotForm, HelloSign, and Google Forms to send and sign coaching agreements
• Bonus: How to Access Your Financial Coaching Concepts
• 📕 Included resources: Design Your Coaching Program workbook, Four Key Roles of a Financial Coach guide, Client Exercise Ideation worksheet, Content Creation Framework, Effective Coaching Questions guide, Identifying Your Three Values worksheet, Content Library spreadsheet, 6-Month Coaching Agreement template, Welcome and Session Email templates, Client Income Tracker, Client Session Tracker, Testimonial Release Form

Module 4: Introducing The Plan Ahead Method

Master Kelsa's proprietary budgeting system that focuses on planning for expenses rather than reacting to them. This module introduces the methodology that thousands of coaches now use with their clients.

• Lesson 4.1: Introducing The Plan Ahead Budgeting Method
• Client Training Video: Introduction to Your Plan Ahead Method Budget
• Client Training Video: How to Track Your Bill Pay Progress On Your Budget
• 📕 Included resources: Plan Ahead Method Template spreadsheet

Module 5: Selling with Integrity

Overcome your fear of sales by learning how to bridge the gap between helping and selling, adopt an abundance mindset, and handle objections with confidence.

• Lesson 5.1: Bridging the Gap
• Lesson 5.2: The Mindset of Sales
• Lesson 5.3: Energy of Sales
• Lesson 5.4: Scripts and Objections
• Bonus: FCA-only Q&A Session
• 📕 Included resources: Script Sheet, Bridging the Gap guide, Energy of Sales worksheet, Overcome Specific Objections guide, Scripts and Objections handbook, Practicing Your Sales Skills guide

Module 6: Marketing and Client Attraction

Build marketing systems that consistently attract your ideal clients through referral partnerships, social media, website optimization, and professional marketing materials.

• Lesson 6.1: Developing Referral Relationships
• Lesson 6.2: Rocking Your Social Media
• Lesson 6.3: Creating a Killer Website
• Lesson 6.4: Designing Marketing Resources
• Bonus: Social Media Success Best Practices from Experienced Financial Coaches
• Bonus: Kelsa Interviews Bill Luhrs on Gamifying Prospects
• Tutorial: Using Canva for Graphic Design
• 📕 Included resources: List of Networking Groups, Identify Your Ideal Referral Partners worksheet, Prepare for One-to-One Meetings guide, Follow-Up After Networking guide, Plan Your Social Media Profile and Content worksheets, Creating a Killer Website Slide Deck, Referral Partners Fliers (front and back), Privacy Release Form, Financial Advisors Webpage template

Financial Coaching Toolkit — Specialty Area 1: Embodying the Role of a Financial Coach

Develop the essential skills and mindset to excel as a financial coach, including asking powerful questions, setting expectations, establishing goals, and wrapping up sessions effectively.

• Video 1.1: Embodying the Role of a Financial Coach
• Video 1.2: Four Key Roles of a Financial Coach
• Video 1.3: How to Ask the Best Questions
• Video 1.4: How to Be the Best Financial Coach
• Video 1.5: Setting Expectations
• Video 1.6: Establishing Initial Goals
• Video 1.7: How to Wrap Up a Coaching Session
• Bonus: Financial Coaching Toolkit Welcome Video
• Tutorial: Toolkit Handout Template Tutorial
• 📕 Included resources: Toolkit Workbook, Attribution Phrasing guide, Four Key Roles handout, How to Ask the Best Questions guide, How to Be the Best Financial Coach workbook, Setting Expectations templates, Establishing Initial Goals worksheet, How to Wrap Up a Coaching Session guide, Toolkit Seal graphics

Financial Coaching Toolkit — Specialty Area 2: A 90-Day Financial Coaching Program That Delivers Results

Master the complete framework for delivering transformational 90-day coaching programs, including pre-session engagement, demonstrating expertise, the Plan Ahead Method, expense tracking systems, values-based budgeting, and goal-setting strategies.

• Video 2.1: A 90-Day Financial Coaching Program That Delivers Results
• Video 2.2: Coaching Begins Before the First Session
• Video 2.3: Demonstrating Your Expertise and Coaching with Confidence
• Video 2.4: From Here to There — Painting a Clear Picture of the Client's Financial Journey
• Video 2.5: Your Financial Crystal Ball — Introducing the Plan Ahead Method
• Video 2.5B: The Plan Ahead Method Demo Budget
• Video 2.6: Creating a System to Control the Chaos
• Video 2.6B: CLIENT TUTORIAL — Open Ally Bank Accounts
• Video 2.6C: Expenses Tracker Tutorial
• Video 2.7: Taking Your Client From Financial Boredom to Financial Fulfillment
• Video 2.8: Uncovering the Client's Powerful Financial Purpose
• Video 2.9: Cultivating Financial Excitement and Momentum
• Tutorial: Toolkit Handout Template Tutorial
• 📕 Included resources: Toolkit Workbook, Questionnaire Client Worksheet, Coaching Begins Before the First Session guide, Demonstrating Your Expertise guide, From Here to There Journey workbook (7+ MB comprehensive guide), Expense Organizer spreadsheet, Plan Ahead Method templates (Weekly, Bi-Weekly, Business versions), Saving With Intention worksheet, Whammy Starter Pack, Planning Ahead Strategy worksheet, Values-Based Budgeting worksheet, Our Values spreadsheet, Clarity on Your Purpose worksheet, Goal Setting worksheets, How to Effectively Set Goals guide, 90-Day Financial Goals tracker, Financial Milestones worksheet, Celebrating Your Financial Wins worksheet, Expenses Tracker spreadsheet, Prep Worksheet spreadsheet

Financial Coaching Toolkit — Specialty Area 3: Coaching on the Fundamentals of Personal Finance

Gain expertise in coaching clients through essential personal finance topics with specialized frameworks, worksheets, and strategies for each area.

• Video 3.1: Coaching on the Fundamentals of Personal Finance
• Video 3.2: Coaching on Debt
• Video 3.3: Coaching on Emergency Budgets and Savings
• Video 3.4: Coaching on Credit Scores and Reporting
• Video 3.5: Coaching on Net Worth
• Video 3.6: Coaching on Financial Principles
• Video 3.7: Coaching on Planning Ahead Successfully
• Video 3.8: Coaching on Savings Rate
• Video 3.9: Coaching on Tithing or Any Other Expense
• Video 3.10: Coaching on Retirement
• Tutorial: Toolkit Handout Template Tutorial
• 📕 Included resources: Toolkit Workbook (16+ MB comprehensive guide), Debt Payoff Strategies worksheet, Debt Payoff Tracker, Debt Organizer spreadsheet, Coaching on Debt guide, Save for Emergencies worksheet, Coaching on Emergency Budgets guide, Coaching on Credit Scores guide (3+ MB), Net Worth Reflection Questions, Net Worth worksheet and spreadsheet, Financial Principles worksheet and spreadsheet, Planning Ahead Strategy worksheet, Planning Ahead Month by Month worksheet and spreadsheet, Medical Expense Planner spreadsheet, Subscription Planner worksheet and spreadsheet, Home Maintenance Planner spreadsheet, Car Maintenance Planner spreadsheet, Travel Planner spreadsheet, Gift/Holiday Planner, Wedding Planner spreadsheet, New Baby Planner spreadsheet, Home Renovation/Flip Planner spreadsheet, Groceries/Food Prep and Meal Planning Tips guide (8+ MB), Meal Planner worksheet, Meal Delivery Services spreadsheet, Savings Rate worksheet and spreadsheet, Coaching on Tithing guide, Redefining Retirement worksheet, Clarifying Your “Why of FI” worksheet, Investing Quick Sheet, Legacy Drawer worksheet

Financial Coaching Toolkit — Specialty Area 11: Coaching With The Plan Ahead Method

Become an expert in implementing and teaching Kelsa's signature budgeting methodology, including client tutorials on every aspect of budget management.

• Video 11.1: Coaching With The Plan Ahead Method
• Video 11.2: Improving Client Results With the Plan Ahead Method Budget
• Video 11.3: Introducing Clients to the Plan Ahead Method Budget
• Video 11.4: Coaching Using the Plan Ahead Method Budget
• Video 11.5: Choosing the Best Plan Ahead Method Template for Your Clients
• Video 11.6A: CLIENT TUTORIAL — Use Your Plan Ahead Method Budget
• Video 11.6B: CLIENT TUTORIAL — Track Your Bill Pay Progress
• Video 11.6C: CLIENT TUTORIAL — Update Your Budget in Three Phases
• Video 11.6D: CLIENT TUTORIAL — Balance Purchases With Savings
• Video 11.6E: CLIENT TUTORIAL — Balance Your Bank and Budget (Method 1)
• Video 11.6F: CLIENT TUTORIAL — Balance Your Bank and Budget (Method 2)
• Video 11.6G: CLIENT TUTORIAL — Do a Balance Adjustment
• Video 11.6H: CLIENT TUTORIAL — Wrap Up a Month
• Video 11.6I: CLIENT TUTORIAL — Extend Your Budget (Method 1)
• Video 11.6J: CLIENT TUTORIAL — Extend Your Budget (Method 2)
• Video 11.7: Coaching the Plan Ahead Method With Credit Cards
• Video 11.8A: CLIENT TUTORIAL — Use the Credit Card Box
• Video 11.8B: CLIENT TUTORIAL — “Lock In” Your Budget
• Video 11.8C: CLIENT TUTORIAL — Hide and Unhide Columns
• Video 11.8D: CLIENT TUTORIAL — Let Google Sheets Do the Heavy Lifting
• Video 11.8E: CLIENT TUTORIAL — Catch and Fix Common Entry Errors
• Video 11.8F: CLIENT TUTORIAL — Correct Formatting Issues
• Video 11.8G: CLIENT TUTORIAL — Extend Your Budget Into a New Year
• Video 11.9: Using the Plan Ahead Method to Control Business Cash Flow
• Tutorial: Toolkit Handout Template Tutorial
• 📕 Included resources: Toolkit Workbook, Your Financial Crystal Ball guide, Prep Worksheet spreadsheet, Plan Ahead Method templates (Weekly, Bi-Weekly, Business versions), Plan Ahead Method Business Templates and Examples spreadsheets, Credit Card Templates spreadsheet, Planning Ahead Strategy worksheet, Planning Ahead Month by Month worksheet and spreadsheet, Coaching Using the Plan Ahead Method guide, Plan Ahead Method Template Options spreadsheet

BONUS Module: Corporate Wellness

Learn how to break into the lucrative corporate financial wellness market with case studies, templates, and proven strategies for landing company contracts.

• Lesson: Corporate Wellness Introduction
• Lesson: The Fiscal Fitness Phoenix Way
• Lesson: Corporate Wellness Programming
• Lessons: Know Your Competition, Brainstorm Program Ideas, Land Your First Client
• Tutorials: 9 complete training videos on corporate program design
• 📕 Included resources: Corporate Wellness Flow Sheet, Corporate Wellness Landing Page template, Capabilities Briefing Slide Deck, Needs Discovery Questions guide, Corporate Wellness Workbook (22+ MB), Financial Stress Assessment, Strategic Debrief template, Proposal Example, Formula for Building a Dynamic Workshop, Key Players guide, Determine Your Workplace Niche guide, Action Plan Checklist

BONUS Module: Advanced Marketing

Take your marketing to the next level with advanced strategies for speaking engagements, media appearances, SEO, and email newsletters.

• Lesson: Advanced Marketing Introduction
• Lesson: Creating Your Signature Presentation
• Lesson: Make Your Email Newsletter Useful and Manageable
• Lesson: Master the News Media
• Lesson: Simple SEO for Financial Coaches
• Lesson: Gif-ify Your Brand
• 📕 Included resources: Sample Speaker Kit, Components of Your Signature Presentation guide, Delivering Your Signature Presentation guide, Signature Presentation Sample Slide Deck, Newsletter Sample Signup Form, Signature Presentation Sample Deliverables, Sample Media Pitch Email, Sample HARO Response

BONUS Module: Thinking Like a CEO

Develop the CEO mindset and operational skills necessary to scale your coaching business beyond the solopreneur stage.

• Lesson 1: Taking Action In Your Business
• Lesson 2: Working In Your Zone of Genius
• Lesson 3: Planning and Goal Setting
• Lesson 4: Managing Your Time
• Lesson 5: Finance and Operations
• Bonus: How and When to Effectively Delegate
• Audio trainings: Overcoming mindset blocks (Not putting yourself out there, Feeling discouraged, Thinking you need to know everything before taking action)
• 📕 Included resources: Being Intentional With Your Business guide, Key Performance Indicators guide, Time Management Tips & Tricks, Startup Business Expenses guide, Phase II Business Expenses guide, Hiring Your First Team Member with Velvet Ropes framework, Employment Contract template, Interview Questions guide, My Future Roadmap planner

BONUS: Coaching Concepts Library

Real-world coaching scenarios with specific frameworks for handling complex client situations.

• Coaching on Credit Cards
• Taking Inventory (with client spreadsheet)
• Uneven Power Dynamic During Coaching Session
• Couples Who Keep Money Separate
• Organizational Guidelines for Business Finances
• Business Owner — Not Enough Revenue
• Expenses Far Exceed Income
• Variable Income
• Side Hustles
• The Caretaker
• Coaching on Money Mindset (with Positive and Negative Beliefs guide, Money Mindset Scorecard)
• Active vs Passive Learning
• Legacy Drawer
• 📕 Included resources: Taking Inventory spreadsheet, scenario-specific guides and worksheets for each coaching concept

Bonus Materials Included

✅ Welcome Video Series — Introduction to The Financial Coach Academy, Why Kelsa Created the Academy, How to Excel in the Academy, and Tutorial on Navigating the Thinkific learning platform (video)

✅ Monthly Q&A Coaching Calls — Access to recorded monthly coaching calls including February 2025 Q&A session (video)

✅ Financial Coach Academy Core Concepts Audio Training — 22-minute audio deep dive into core coaching philosophy (audio)

✅ Financial Coach Academy Graduate Badge — Official completion badge and graphics for marketing your certified status (image files)

✅ Congratulations Video — Course completion acknowledgment and next steps (video)

About Kelsa Dickey

Kelsa Dickey is the CEO and founder of the Financial Coach Academy and Fiscal Fitness Phoenix, a financial coaching business she started in 2010 after quitting her corporate job. Before becoming a coach, Kelsa worked for 7 years as a financial advisor and corporate accountant, where she gained deep expertise in personal finance but felt constrained by sales quotas and investment minimums. Her decision to transition from advising to coaching allowed her to focus on helping everyday people achieve financial stability without the pressure of commissions.

Verified Credentials:

✅ Advanced education in finance and business — Bachelor's degree in Personal Finance with a minor in Economics, Master's degree in Accounting, and MBA in Business from the University of Phoenix

✅ Fully licensed financial professional — Held Series 7, Series 66, and Health, Life, and Disability insurance licenses during her financial advisor career

✅ Built a 7-figure financial coaching company — Fiscal Fitness Phoenix has grown from a dining room table startup to a thriving business employing more than a half dozen people

✅ Trained hundreds of financial coaches — Through the Financial Coach Academy, Kelsa has equipped coaches across the country with the frameworks and systems to build successful coaching practices

✅ Created the Plan Ahead Method (now SpendFirst) — Developed a proprietary budgeting methodology now used by thousands of people that focuses on understanding and planning for spending rather than judging or restricting it

✅ Helped clients eliminate over a million dollars in debt — Through her one-on-one coaching at Fiscal Fitness Phoenix, Kelsa has guided thousands of people to pay off over $1 million in total debt and save hundreds of thousands of dollars

✅ Featured in major financial media — Provided money insights and expertise for USA Today, CNN Money, Yahoo, and MSN Money

✅ Hosts the Financial Coach Academy Podcast — Regularly shares coaching strategies, business insights, and interviews with successful financial coaches through her podcast available on Spotify, Audible, and Amazon Music

What Problems Does Financial Coach Academy 2025 Solve?

“I want to become a financial coach but don't know where to start or how to make it a real business” — Module 1 walks you through the complete foundation: crafting your why story, defining your ideal client using the SUP2ER Scores framework, choosing your business name, and setting up legal protections. You'll know exactly what steps to take in what order to launch your practice professionally.

“I'm good with money and help friends for free, but I don't know how to charge for coaching or land paying clients” — Module 2 provides the complete Client Journey Roadmap with discovery session frameworks, qualifying scripts, and onboarding templates. Module 5 teaches selling with integrity using proven scripts and objection-handling techniques that help you transition from free advice-giver to paid professional.

“I've tried to start a coaching business but can't get past the initial beta clients or inconsistent income” — Module 6 delivers comprehensive client attraction strategies including referral partnership systems, social media planning, website optimization, and networking frameworks. The Advanced Marketing bonus module adds signature presentations, media pitching, and SEO techniques for coaches who want to scale beyond word-of-mouth.

“I don't know what to actually do with clients during coaching sessions or how to create a program that delivers results” — The Financial Coaching Toolkit provides 4 complete specialty area trainings totaling over 25 hours of content on embodying the coaching role, delivering 90-day programs, coaching on personal finance fundamentals, and implementing the Plan Ahead Method. You get the exact frameworks, questions, and client worksheets to facilitate transformation.

“I struggle with imposter syndrome and don't feel qualified to coach even though I have financial knowledge” — Specialty Area 1 of the Toolkit addresses the four key roles of a financial coach, how to ask powerful questions, and how to demonstrate expertise with confidence. The Coaching Concepts Library provides real scenarios showing how to handle complex situations like couples who fight about money, business owners with cash flow issues, and clients with money mindset blocks.

“I want to design a signature coaching program but don't know what to include or how to structure it” — Module 3 teaches program development using the Ripple Effect methodology, content creation frameworks, and client exercise ideation techniques. You'll receive templates for 6-month coaching agreements, session trackers, client income trackers, and the complete structure for building programs that generate referrals and testimonials.

“I'm overwhelmed by all the tech tools and systems needed to run a coaching business” — The academy includes 10+ technology tutorials covering scheduling (Acuity), client management (Streak, Asana, Trello), questionnaires (JotForm, Google Forms), document sharing (Google Docs), and e-signatures (HelloSign). You'll see exactly how to set up each tool and integrate them into your workflow.

“I want to break into corporate wellness but have no idea how to land company contracts” — The Corporate Wellness bonus module provides case studies from county government, hospitals, manufacturing companies, and credit unions, plus templates for capability briefings, needs discovery questions, strategic debriefs, and proposals. You'll learn how to identify your workplace niche and position yourself against established competitors.

What Makes Financial Coach Academy 2025 Different

• Built by a coach still actively coaching clients — Unlike programs created by people who stopped coaching to teach, Kelsa runs Fiscal Fitness Phoenix daily and coaches real clients. Every template, script, and framework is battle-tested in her own 7-figure practice, ensuring the strategies work in real-world scenarios, not just in theory.

• Includes the proprietary Plan Ahead Method (SpendFirst) budgeting system — This signature methodology is what sets Financial Coach Academy graduates apart from other coaches. The system focuses on planning for expenses rather than restricting spending, understanding money behavior rather than judging it, and creating clarity without rigid rules. You receive complete training on implementing this method with clients plus all the spreadsheet templates (weekly, bi-weekly, and business versions) and client tutorial videos.

• Provides the complete Financial Coaching Toolkit with 4 specialty certifications — Beyond business-building modules, you gain advanced coaching training across 4 specialty areas totaling over 25 hours of content. This positions you as a comprehensively trained professional, not just someone who hung a shingle and started giving advice.

• Delivers 252 done-for-you templates and client resources — You receive every document Kelsa uses in her practice: coaching agreements, discovery session slide decks, questionnaires, email sequences, 40+ spreadsheet tools, and client worksheets covering debt, savings, net worth, retirement, meal planning, and more. This saves hundreds of hours of creation time and eliminates the blank page problem.

• Covers both one-on-one coaching and corporate wellness revenue streams — Most coaching programs focus only on individual clients. This academy includes a complete Corporate Wellness module with case studies, capability briefings, and proposal templates for landing company contracts that can generate $10,000+ per engagement.

• Teaches selling with integrity using the “Bridging the Gap” approach — The sales training isn't about pushy tactics or manipulation. You learn how to naturally transition prospects from discovery to commitment, handle objections with empathy, and maintain client-focused energy throughout the enrollment process so sales feel helpful rather than icky.

Frequently Asked Questions About Financial Coach Academy 2025

What is Financial Coach Academy 2025 about?

Financial Coach Academy 2025 is a comprehensive training program for aspiring and current financial coaches who want to build or scale a successful coaching business. Created by Kelsa Dickey, CEO of the Financial Coach Academy and founder of Fiscal Fitness Phoenix, the program teaches business foundations, client acquisition, program design, coaching methodologies, and marketing systems. The academy is built around Kelsa's proprietary Plan Ahead Method budgeting system and includes the Financial Coaching Toolkit with 4 specialty certification areas.

Who created Financial Coach Academy 2025?

Kelsa Dickey created the Financial Coach Academy. She holds a Bachelor's degree in Personal Finance, a Master's degree in Accounting, and an MBA from the University of Phoenix. She was fully licensed as a financial advisor (Series 7, Series 66, Health, Life, and Disability) before transitioning to coaching in 2010. Kelsa has built Fiscal Fitness Phoenix into a 7-figure business and has trained hundreds of coaches through the academy. She has been featured in USA Today, CNN Money, Yahoo, and MSN Money.

What is included in Financial Coach Academy 2025?

The program includes 164 video lessons totaling 88 hours 40 minutes of content, 252 downloadable PDF guides and worksheets, 4 audio trainings, and 40 spreadsheet templates, totaling 26.42 GB of material. This comprises 6 core training modules, the Financial Coaching Toolkit with 4 specialty areas, and 3 bonus modules (Corporate Wellness, Advanced Marketing, and Thinking Like a CEO). You also receive 252 ready-to-use templates including coaching agreements, discovery session frameworks, questionnaires, email sequences, the complete Plan Ahead Method spreadsheet suite, and client resources covering debt, savings, retirement, meal planning, and more.

Who is Financial Coach Academy 2025 best suited for?

The academy is ideal for personal finance enthusiasts who want to monetize their money skills, former financial advisors seeking more fulfilling work without sales quotas, career changers building purpose-driven businesses, existing coaches struggling with inconsistent client flow, accountants or CPAs adding coaching services, and aspiring coaches interested in corporate wellness programs. It serves anyone ready to build a professional financial coaching practice with proven systems rather than figuring everything out through trial and error.

What will I learn in Financial Coach Academy 2025?

You'll learn how to craft your signature story and ideal client profile, create seamless onboarding experiences, deliver discovery sessions that convert, design 90-day coaching programs that deliver results, master the Plan Ahead Method budgeting system, coach on personal finance fundamentals (debt, savings, credit, net worth, retirement), navigate difficult conversations, create effective coaching content, sell with integrity using proven scripts, build referral partnerships, develop marketing systems, and land corporate wellness contracts. The curriculum covers both the business-building side and the actual coaching methodologies.

What format is Financial Coach Academy 2025 delivered in?

The course is delivered as 164 downloadable video lessons in MP4 and TS formats, 252 PDF guides and worksheets, 4 M4A audio files, 40 Excel spreadsheet templates (XLSX format), 1 PowerPoint presentation, 8 image files, and 1 Word document, totaling 26.42 GB of content. All materials are organized into 15 folders by module and specialty area, allowing you to access exactly what you need when you need it.

Does Financial Coach Academy 2025 include any bonus materials?

Yes, the program includes 4 substantial bonus modules: Corporate Wellness training (12 videos, 4 hours of content) with case studies and contract templates; Advanced Marketing (7 videos, 5 hours) covering signature presentations, media pitching, and SEO; Thinking Like a CEO (6 videos, 3.5 hours plus audio trainings) on delegation, KPIs, and operations; and a Coaching Concepts Library (14 videos, 6 hours) with real coaching scenarios. You also receive monthly Q&A call recordings, welcome video series, and the Financial Coach Academy Graduate Badge.

What is Kelsa Dickey known for?

Kelsa Dickey is known for building Fiscal Fitness Phoenix from a dining room startup into a 7-figure financial coaching business, training hundreds of coaches through the Financial Coach Academy, creating the Plan Ahead Method (now SpendFirst) budgeting system used by thousands of people, helping clients pay off over $1 million in total debt, hosting the Financial Coach Academy Podcast, and being featured in USA Today, CNN Money, Yahoo, and MSN Money. She's recognized for teaching financial coaching as a real business with professional systems rather than a side hustle.

How is Financial Coach Academy 2025 different from other financial coaching courses?

Financial Coach Academy 2025 is built by a coach who still actively coaches clients daily in her 7-figure practice, ensuring every strategy is currently working. It includes the proprietary Plan Ahead Method budgeting system that differentiates graduates from other coaches. The program provides 252 done-for-you templates and resources used in Kelsa's actual business. It covers both individual coaching and corporate wellness revenue streams. The Financial Coaching Toolkit provides 4 specialty certification areas totaling over 25 hours of advanced training. And the sales methodology teaches “Bridging the Gap” integrity-based enrollment rather than pushy tactics.

Sources:

• Kelsa Dickey | Financial Coach Academy CEO
• Kelsa Dickey – Financial Coach Academy | LinkedIn
• Kelsa Dickey | Money Coach & CEO | Fiscal Fitness PHX
• Your Financial Crystal Ball: The Plan Ahead Method – Financial Coach Academy
• Financial Coach Training | Enroll in the Financial Coach Academy®