Financial Coach Academy 2017-12-08T08:59:06+00:00
Registration begins January 1st, 2018
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Are you a financially savvy person person that loves helping people budget, pay off debt and reach their financial goals? Do you love all things personal finance and want to help people master this skill too? Are you a financial advisor that is tired of the quotes, sales, and compliance headaches? Are you a business coach or professional organizer who wants to learn a proven system to help your clients organize their finances?

Are you ready to take the next step in your life to become a successful financial coach?

If that’s you then you are in the right place.

The Financial Coach Academy is an exclusive online, 10 week program that teaches everything I have learned in nearly 10 years as a financial coach and gives you the tools and basics to make a living doing this too. Imagine if you could learn the systems and strategies to turn your love for personal finance into a thriving six figure business. 

With this program we want to show you how to design your Financial Coaching business on your own terms, not using other training programs' "one size fits all" systems.  The people you want to help are all unique and shouldn't be expected to conform to a single coaching strategy.

Join the Financial Coach Academy

Having an education in finance, being good with your own budget and having fun on social media does not guarantee profit or clients knocking on the door. You need mentorship from a Financial Coach - one that took her knowledge of finances and her passion for helping people with their money from a hobby to a six figure career.

How Our Program Can Help You

Join the Financial Coach Academy

More about the Financial Coach Academy Program

Included in the program:

  • Weekly online modules and coaching video conferences that teach you how to master power partners, on-boarding, systematize coaching sessions for individuals, couples and small business owners, marketing and much more. All recorded so you can join live or watch any time!

    VALUE: $2,400

  • Access to the online resource library released with each training call. It includes downloads, contracts, worksheets and other material it took me nearly 10 years to perfect.

    VALUE: $2,200

  • Access to an exclusive mastermind group of other like minded financially, savvy professionals who are on the same journey as you.

    VALUE: $1,800

  • One on one feedback from Kelsa and her team.

    VALUE: Priceless

Join the Financial Coach Academy

"A business you can be proud of"

  • February 1, 2018
  • Overview
  • Introductions
  • Identifying your "Why"?
  • Separating from the Pack
  • Telling your story
  • Finding your target client
  • Making an impact in the world

Basic marketing for financial coaches

  • February 8th, 2018
  • Conversations create cash
  • Referral Partners
  • Networking and referral groups
  • Social Proof
  • Blogging
  • Social Media

Client conversion

  • February 15th, 2018
  • First impressions
  • Wowing the client
  • Phone scripts
  • On-boarding
  • Overcoming objections
  • Discovery sessions
  • Contracts
  • Questionnaires

Execution week

  • February 22, 2018
  • No live class

Program development 1

  • March 1, 2018
  • Best practices
  • Designing packages
  • Client experience
  • Pricing and payments
  • Sales conversations
  • Group programming
  • Premium offer

Program development 2

  • March 8, 2018
  • Streamlining technology
  • Policies and procedures
  • Contracts
  • Scheduling

Advanced marketing for financial coaches

  • March 15, 2018
  • Workshops
  • Expos
  • Podcast
  • Facebook ads
  • Speaking
  • Surveys and client result statistics
  • Marketing open Q and A

Execution week

  • March 22, 2018
  • No live class

Financial concepts and training

  • March 29, 2018
  • Budgeting
  • Communication for couples
  • Debt payoff strategies
  • Net Worth
  • Value systems spending
  • Defining financial principles
  • Credit score & report strategies

Mastermind and ask the expert

  • April 5, 2018
Where are the classes held? 2017-11-03T11:42:56+00:00

The Financial Coach Academy is completely online!  Every Thursday, starting February 1st (and excluding two Thursdays that are execution weeks), you will join Kelsa and Michael in our private online web conference room.  You don't have to live any where in the Phoenix area or even in the United States! If you are unable to virtually attend one of the workshops don't worry, they will be posted on the online resource center within 24 hours.

Who should join the Financial Coach Academy? 2017-11-03T11:43:34+00:00
  • Someone who is good with their money and loves helping their friends and family with their budgets as a hobby or side hustle and wants to turn your passion into a career!
  • Financial Advisors who want to add additional service and value to their clients or want a career change and want to focus on day-to-day finances rather than investments and insurance
  • Business Coaches, Personal Organizers, Life Coaches or other professional coaches that want to have a proven system that will help their clients with their personal finances.
  • Financial Professionals that want to add value to their services or are wanting to move from corporate America to starting their own financial coaching business
What will I learn in Financial Coach Academy? 2017-08-08T16:48:36+00:00

Practical steps to taking your personal finance advice and knowledge and crafting a business model around it- everything from contracts and pricing to scheduling and marketing). We want you to learn from our mistakes and successes and implement them to create a successful Financial Coaching business.

We're not going to cover specific financial topics (i.e. what is a mortgage or what is interest) because we feel there are already great trainings out there (and we'll share the ones we like best) and we assume you know a lot of this already by having a passion in personal finance.

Some of the major topics include but are not limited to:

  • How to gain and utilize power partners
  • What technology to use and how to implement them
  • Marketing techniques that work (and what techniques don't work)
  • Client strategy session formatting
  • Our signature budgeting system
  • Back and front office optimization
  • How to find your ideal clients (and avoid clients that are not a good fit)
  • On-boarding clients from discovery session to graduation
  • And much more!
What will I be able to do with the information I learn in Financial Coach Academy? 2017-08-08T09:17:14+00:00

You will be able to take your knowledge and passion for personal finance and turn it into a successful Financial Coaching business from the ground up.

How is this different from Dave Ramsey's Financial Coach training? 2017-08-08T10:54:14+00:00

First of all price.  We provide significant value and content at a better savings than Dave Ramsey's program.

Secondly, Dave Ramsey's program is primarily about financial literacy and his financial teachings.  All topics that have been beaten to death in other books, courses, certifications and classes.  If you would like more training in financial topics we can direct you to some amazing resources. We won't spend time talking about mortgages, bankruptcy, estate planning, insurance or other topics that you are probably familiar with already.

Financial Coach Academy is about the actual nuts and bolts of building a successful  Financial Coaching business from the ground up.  We assume you have some knowledge and passion for personal finance and want to make Financial Coaching your career.  All of our workshops and topics are tangible and immediately applicable, not concept based.

What is the schedule of classes? 2017-11-03T11:49:06+00:00
Feb 1.
5:30-7:30pm Arizona time
A business you can be proud of
  • Overview
  • Introductions
  • Finding your "why"?
  • Telling your story
  • Finding your target client
  • Being in service of others
  • Making an impact in the world
 Feb 8
5:30-7:30pm Arizona time
Basic Marketing for Financial Coaches
  • Conversations create cash
  • Referral partners
  • Networking and referral groups
  • Social proof
  • Blogging
  • Social media
Feb 15th
5:30-7:30pm Arizona time
Client conversion
  • First impressions.
  • Overcoming objections
  • Wowing the client,
  • On-boarding
  • Phone scripts
  • Discovery session
  • Contracts,
  • Questionnaires,
Feb 22
Execution Week (No live class)
March 1st
5:30-7:30pm Arizona time
Programming 1
  • Best practices for Financial Coaches
  • Designing packages
  • Client experience
  • Pricing & payments
  • Sales conversations
  • Group programming
  • Premium offer
March 8th
5:30-7:30pm Arizona time
Programming 2
  • Streamlining technology
  • Policies and procedures
  • Contracts
  • Scheduling
March 15th
5:30-7:30pm Arizona time
Advanced Marketing for Financial Coaches
  • Workshops
  • Expos
  • Podcast
  • FB Ads
  • Speaking
  • Surveys and client results
  • Marketing Q and A
March 22
Execution week (No live class)
March 29th
5:30-7:30pm Arizona time
Financial concepts and training
April 5th
5:30-7:30pm Arizona time
Ask the experts and wrap up
What if I can't join live or I have to miss a module? 2017-08-08T11:53:39+00:00

No problem.  All of the live online workshops will be recorded and posted in the online training database along with powerpoints for each presentation, all the worksheets, templates and other forms and files. If you know you have to miss a date and have a question please email info@fiscalfitnessphx.com with your question and we will answer it during the online workshop.

What is the training format? 2017-11-03T11:52:57+00:00

Financial Coach Academy is a ten week online program where you will learn the most important, practical and applicable nuances of starting and operating a Financial Coaching business.

There will be eight 90-120 minute live online workshops, two built in execution weeks to implement what you have learned (homework), three to five recorded ancillary videos with trusted paraprofessionals including topics on legal issues for financial coaches, insights from a CPA, insights from IT, referral partners and more, and a private Facebook community to connect and collaborate with your classmates.  All of the video workshops will be available afterwords so you can watch them as often as you want.

You will also get access to an online suite of files, downloads, contracts, powerpoints and other content, pre-made for you so you don't have to re-invent the wheel.

Also, you will get free access to Fiscal Fitness Phoenix online workshops.

All content will be dripped weekly, one module at a time, so you won't rush ahead or feel overwhelmed.

What qualifications or certifications are required? 2017-11-03T11:54:22+00:00

None! Just a passion for helping people with their personal finances!  Some people may classify you as a certified budget geek...

Do I need a degree in finance to join? 2017-08-08T08:36:25+00:00

No! Just a desire to help people with their finances and a passion in personal finance!

What is my expected ROI for this course and do you guarantee results? 2017-11-03T11:57:17+00:00

We have put nearly 10 years of hard work into this course.  It will show you everything that has brought us success and every mistake that we have made so you don't repeat them.  We truly believe that everything you get out of this course is directly related to the effort you put into it.  We will provide ample execution time to be able to apply everything that we teach and are confident that works, plus accountability to keep you motivated and on track.  Unfortunately, we can't guarantee any level of results.

Please read about Financial Coach Academy's terms and conditions and privacy policy.

What are my next steps? 2017-08-08T10:50:02+00:00

Register right now!

If you have questions you can call us at (480) 788-4588 or email info@fiscalfitnessphx.com to set up a discovery session to find out why this program is right for you!

How to know if this program is right for you:

  • You want to stand out among other financial coaches and advisors in a way that positions you as an expert in the industry and attracts new clients who are excited to coach or invest with you.

  • You are overwhelmed trying to start a financial coaching career and feel stuck by information paralysis, spinning your wheels and trying to piece together a process.

  • You are a financial advisor, business coach or corporate number-cruncher who is in a messy cycle of undervaluing yourself, your time and are stuck in hobby-mode.

  • You are craving a step-by-step system (the kind they definitely don't teach in most schools or certificate classes) without having to invest tens of thousands of dollars.

  • You know that without the tough love support of a coach and mastermind behind you, you're going to be stuck in the long and expensive route.

  • You don't want to figure out through trial and error. (Hint: I'll tell you what not to do because I've already tried everything. I know what does and doesn't work.)

Join the Financial Coach Academy
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Kelsa Dickey

After 7 years as a financial advisor and corporate accountant, I realized that I didn’t want to sell investments and insurance or deal with corporate red tape. I wanted to go after my real passion - helping people with their day to day finances, something I truly loved. So in 2010, I quit my corporate job that was draining my life force and affecting my marriage so I could start my own business as a financial coach.

At the time there were no people doing what I wanted to do (and there are still very few!), so I had to start from scratch. I worked out of my den helping friends and my family and created most of my own systems and processes. These same systems and processes have helped launch me as a nationally recognized financial coach.

Michael Dickey

Two years ago, Michael was unhappy with his job as athletic trainer and marketing coordinator for a local physical therapy clinic. Wanting to do something different than therapy after 15 years, he shifted gears to marketing full time for Fiscal Fitness. Having already witnessed Kelsa building the business over the years, he stepped in as if he had been there all along. 

Michael has implemented social media, marketing and web management systems from the ground up and also launched Fiscal Fitness Phoenix’s Corporate Financial Wellness Program.  He is the executive producer of “The Saver and the Spender” Podcast he co-hosts with Kelsa. 

I have helped thousands of people take control of their finances, relieve their money worries, and achieve their financial dreams. Let me show you how to do that while creating a lucrative business. 

Join the Financial Coach Academy

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Roll up your sleeves, ask questions, share ideas and learn from one another on best practices for running your financial coaching business! The more successful we are, the more people we can help and the better our world can become!
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