LOOKING TO BUILD A SUCCESSFUL FINANCIAL COACHING PRACTICE?
Give people hope by helping them create new money habits.
WHAT'S INCLUDED
EIGHT LIVE LESSONS WITH INSTRUCTORS
Class of one! It's just you and the instructor to discuss the scheduled topic and personalize it to work for you.
Scheduled at your pace within 12 months.
PLUS INDIVIDUALIZED COACHING CALLS
Have a client scenario or trend you'd like to discuss? Coaching calls allow you to connect one-on-one with any of the instructors to address those unique situations.
MONTHLY GROUP MEETUPS
Your enrollment includes one year of access to our community of like-minded coaches that meet monthly to discuss what's working and share best practices.
MEET THE INSTRUCTORS
Maria Casillas
Maria Casillas brings a fresh and creative approach to personal & small business finance because, quite frankly, numbers can be really boring. After getting out of $102k of debt and still feeling stuck, deprived, & frustrated, she turned to her background in Psychology and human behavior for insight. Now she enjoys helping people identify the money habits & thought patterns that keep them stuck & find creative ways to break the cycle.
Mike Kinealy
Mike is a Master Financial Coach. After nearly 30 years in the corporate world as an executive in sales, marketing, and customer service, he transitioned into personal financial coaching as his encore career. Mike has been teaching people how to live a debt free life by creating new money habits for over a decade. While Mike enjoys helping people at any stage of their financial peace journey, he specializes in college, retirement and estate planning, insurances, and wealth building. He has helped countless families throughout their journey to financial peace with the heart of a teacher and a caring, nonjudgmental approach.
Nino Villa
Nino began his new money habits in 2012. He's been on a mission ever since to help others show their money who's boss because living paycheck to paycheck sucks. Leaning on his experience as an educator, and belief that both school and parents have failed to teach many how to manage their money, Nino provides practical techniques to help your clients and grow your practice. There's no doubt that you will implement his teachings immediately.
MASTERCLASS LESSONS
Lesson 1: Getting Started as a Financial Coach -
Why do you want to be a financial coach? The answer to that question is the foundation of the value you provide to your clients. In this lesson, you will learn how to determine your why, identify your ideal client, and communicate your value to those clients.
Instructor: Maria Casillas
Lesson 2: The Business Side of Coaching
Lesson 3: Attracting Clients
Lesson 4: The Consultation
Lesson 5: Understanding the Numbers
Lesson 6: Building a Network and Team
Lesson 7: Client Retention: The Art of Coaching
Lesson 8: Coaching Beyond the Budget
WHAT OTHERS ARE SAYING
Zach P., Dallas, TX
One little nugget from the Masterclass helped me sign two new clients within two weeks. More than the info, I needed someone to be there for me to have access to, which they were even before our first session! If you haven't enrolled in New Money Habits' Financial Coach Masterclass yet, you're missing out.
Cody S., Toledo, OH
The New Money Habits Masterclass has been one of the best investment decisions I have made for my coaching practice. Working with the coaches is not only thought-provoking and gets me to expand on my comfort zone, but it also is personalized. The NMH coaches really meet me where I’m at with my coaching, and tailor their teachings and guidance to fit my unique strengths and needs. Finally, I found a coaching program that isn’t transactional, and instead, is purposeful for what I am now accomplishing.
IT'S TIME TO INVEST IN YOURSELF AND TAKE YOUR COACHING PRACTICE TO THE NEXT LEVEL.
Individual lessons available. $595 per lesson.
STILL HAVE QUESTIONS?
Complete the form and we will contact you within 24 hours.
