Free tools, comparisons and working documents

• How MoneyMapCoach compares to the tools financial coaches already useCoaches 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.
• MoneyMapCoach vs YNABMoneyMapCoach is for the coach carrying a roster of engagements, YNAB is for the household member who wants to run her own budget line by line.
• MoneyMapCoach vs Asset-MapAsset-Map is a visual discovery tool built for licensed planners presenting a household picture, MoneyMapCoach is a working plan and monthly check in record for unregistered coaching engagements.
• MoneyMapCoach vs CoachAccountableCoachAccountable is a general coaching platform you configure for whatever niche you practice in, MoneyMapCoach only does household money work and comes with that structure already built.
• Free calculators for a financial coaching practiceTwo 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.
• Engagement Yield CalculatorEnter your monthly fee, your roster and the hours each client really takes, and see what an engagement is worth and what an hour of coaching actually earns.
• Check In Capacity PlannerSet your coaching hours, your check in cadence and the minutes that surround each call, and see the honest ceiling on how many clients you can carry.
• Resources for financial coachesWorking 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.
• Shared Money Map PlanA four part working template for the plan document you build with a client in the first session and update at every monthly check in.

Site map

Everything on moneymapcoachapp.com

A plain list of every page on this site and of the main sections of the home page, each with a line explaining what you will find there.

Main pages

• Home: the full product story, pricing and the walkthrough request form.
• Author: who builds MoneyMapCoach, why, and the standards the product is held to.
• Site map: this page.

Home page sections

• The gap between sessions: the six admin problems coaching practices bring to us, with the cost of each.
• How it works: the four steps from building a money map to running the monthly check in.
• Features: gridded plan tables, the milestone path, the check in log, the shared plan document, scenario columns and the practice roll up.
• Practice outcomes: hours returned, engagement length and check in completion, with a sample eighteen month plan table.
• Coaches on the record: three named coaches on what changed, plus the results strip.
• Pricing: Solo Coach, Practice and Coaching Firm, billed monthly in US dollars.
• FAQ: six answers on cost, setup time, data handling, integrations, cancellation and keeping coaching human.
• Request a walkthrough: the form that reaches a person the same day.

The Coaching Ledger

• The Coaching Ledger: the magazine index, with all nine articles on practice craft, compliance and economics.
• When does financial coaching cross the line into investment advice I have to register for?: Coaching is unregistered work until you give specific securities advice for compensation.
• How do I build a first budget map with a client who is newly divorced?: A post divorce budget rests on documents most clients have not gathered yet.
• Should I get the AFC or the FFC credential before I take on paying clients?: Both credentials signal competence to clients and employers, but they differ in coursework, supervised hours, exam structure, cost and renewal.
• What are the mistakes that make a client quit financial coaching before month three?: Most early attrition traces to structural errors in the engagement, not client willpower.
• How did one coach rebuild a client's cash flow after an unexpected caregiving year?: A composite engagement traced month by month: a client who cut to part time for an aging parent, the obligations that kept running, and the sequence that returned her to a funded plan..
• Where is employer sponsored financial wellness heading and can a solo coach get contracts?: Benefits teams keep adding financial wellness, but buying runs through vendors, brokers and EAPs.
• What should be in my client intake packet before the first paid coaching session?: A complete intake packet sets scope, consent and data handling before money changes hands.
• What does it actually cost to run a solo financial coaching practice each year?: Before pricing, map the cost base.
• What happens when a coaching client's debt turns out to need a bankruptcy attorney?: Some balance sheets stop being a budgeting problem.

Legal and policy

• Legal notice: publisher identity, company registration, hosting, intellectual property and applicable law.
• Privacy policy: what the form collects, how long it is kept and your US state and EU rights.
• Terms of service: subscription, billing, cancellation, data ownership and liability.

Utility pages

• Request received: the confirmation you see after sending the form.
• Page not found: where a broken or outdated link lands.

Contact

Direct email reaches the publication director at jimenezjulien42@gmail.com.