Working document
The shared money map plan template
A four part working template for the plan document you build with a client in the first session and update at every monthly check in.
Free resources
Resources for financial coaches
Working tools for the practice side of financial coaching, from engagement math and check in capacity to the plan document you build with a client in session one.
Everything here is free and built for the same reader: a coach running her own practice, taking clients through divorce settlements, caregiving years, income changes and the money decisions that arrive in the middle of a life. No sign up is needed to use the calculators or read the comparisons.
Start with the shared money map plan template if you are shaping how a first session runs, the calculators if you are pricing or planning a roster, and the comparison pages if you are deciding which software to run your engagements in. Each one stands alone, so take what fits the question in front of you this week.
Free tools
Free calculators for a financial coaching practice
Two working calculators for the numbers most coaches guess at, the real hourly yield of an engagement and the number of monthly check ins a week can hold.
Comparisons
How MoneyMapCoach compares to the tools financial coaches already use
Coaches weighing MoneyMapCoach are usually holding it against a client budgeting app, an adviser mapping tool or a general coaching platform, and each of those answers a different question.
Main guide
When does financial coaching cross the line into investment advice I have to register for?
It settles exactly where an unregistered financial coach may work, what tips a session into investment advice, and what state registration adds on top.
Magazine
The Coaching Ledger
Practice craft, compliance and economics for financial coaches who guide women through midlife money decisions.
About
Who writes all of this
About the author: who writes these guides for financial coaches, why the monthly check in matters more here than the opening discovery meeting, and where to send a question about your own practice.
The plan works on paper before it works in software
The template, the comparisons and the calculators all circle the same job: knowing what the plan said and whether it happened. Plenty of coaches run a full six month engagement from the printed version and never need more. Ask for a demo at the point where keeping a dozen check in logs current across a growing roster is what eats your week.