The Series COVERS:

Getting the Most Out of the Series

We start with an introduction to getting the most out of the series, including using the resources found at the end of each email.

What is Financial Coaching

Garrett has distilled the key points for considering the business of financial coaching and inspire your version of coaching – it's financial coaching in a nutshell!

Financial Coaching & The Law

You’ll often hear financial coaching is the Wild West and no formal training; no licenses; and no certifications are necessary to get into the industry. But that is a very misleading!

How To Legitimize Your Business

The government will tax and regulate you as a business whether you think you are one or not! Legally legitimize your business and protect yourself on your journey to becoming a financial coach.

7 Things To Do Before Announcing to Family & Friends

Friends and family are most likely to share your new venture when you first tell them. Don’t waste this opportunity. Before you run and tell your friends and family you’ll want to do these 7 things.

7 Simple Steps To Establish Your Brand

A brand may not be what you think it is. Your brand should be something that personally resonates with your ideal client and addresses how their specific pain points are addressed. 

7 Things To Do Before Taking On Your First Client

By now, you’ve taken steps to be prepared to attract clients. Awesome! Before you sign someone up for coaching, you’ll want to do seven things to maintain your sanity.

Next Steps in Your Financial Coaching Journey

We close with encouragement to take your next step in your journey. Yes, this email is going to showcase our products – but each product is designed solely to help you build a profitable business.