Free introductory course
Becoming a financial coach takes more than an interest in personal finance. It requires an understanding of what you know, who you want to serve, what you will offer, how you will price your services, and how you will begin reaching potential clients.
Mastering the Start: 5 Steps to Becoming a Financial Coach is a free introductory course designed to help you work through those first important decisions.
Whether you are seriously considering financial coaching or simply trying to determine whether it is the right path for you, this course gives you a clear place to begin.
Course overview
Hear directly from Dinia about why she created Mastering the Start and how the five-step course can help you begin exploring financial coaching with greater clarity.
What you'll learn
Through video, audio, and written instruction, you will explore five foundational areas of building a financial coaching business.
Start by understanding the financial knowledge you already have and where you may need to continue learning.
You'll explore:
You do not have to serve everyone.
You'll explore:
Turn what you know and who you want to help into a service people can understand.
You'll explore:
Pricing is one of the first business decisions every new coach has to make.
You'll explore:
A coaching business cannot grow if the right people do not know you exist.
You'll explore:
A note from Dinia
When I created Mastering the Start, I wanted to give people who are considering financial coaching a place to begin without feeling like they have to have everything figured out first.
You may already have financial knowledge or personal experiences that have shaped the way you understand money. Or maybe you feel drawn to helping others make more informed and confident financial decisions. But turning that interest into a coaching business requires you to make some important decisions about what you know, who you want to serve, what you will offer, and how you will begin.
That is what this course is designed to help you do.
My goal is to help you determine whether financial coaching is the right path for you — and, if it is, to help you understand what your next steps should be.
The right fit
Mastering the Start was created for people who are exploring financial coaching and want a clear place to begin.
Considering becoming a financial coach.
Interested in turning their personal finance knowledge into a service.
Exploring financial coaching as a new career or business opportunity.
Unsure where to begin or what decisions need to be made first.
Looking for a clearer understanding of what it takes to get started.
You do not need to have everything figured out before you begin. The purpose of this course is to help you determine what comes next.
By the end of the course
The financial knowledge you can begin building from.
The type of client you may want to serve.
How to begin developing a coaching offer.
What to consider when establishing your pricing.
Ways to begin introducing your services to potential clients.
The next steps required to continue building toward a financial coaching business.
The goal is not to rush you into becoming a coach. It is to help you make informed decisions about whether financial coaching is right for you and, if it is, how to begin with greater clarity.
Start with clarity
You need to understand the first decisions that matter.
Mastering the Start: 5 Steps to Becoming a Financial Coach gives you a place to begin.
Ready to go further?
If you complete Mastering the Start and decide that you are ready for more comprehensive education, tools, and guidance, explore the Rockstone Financial Coach Training & Certification Program.
The program takes you beyond the starting point and provides structured training in financial education, the coaching process, and building your financial coaching business.
