Successfully Pre-LAUNCh Your
Financial Coaching Business

Our 30+ best practices and must-do steps to prepare for successfully launching your financial coaching business. 


7 Things To Do Before Announcing to Family & Friends
7 Simple Steps To Establish Your Brand
7 Things To Do Before Taking On Your First Client
5 Steps To Legitimize Your Business
What is Financial Coaching
Financial Coaching & The Law
Next Steps in Your Financial Coaching Journey

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What Is Financial Coaching?

Fully understand financial coaching before you jump in.

Avoiding Legal Liability

No one likes getting a letter from a lawyer. Not even lawyers. 

Legitimizing Your Business

Know the paperwork you need to make your business legal.

Announcing to Others

Take full advantage of announcing your business.

Establishing a Brand

Key steps to take to establish your brand and marketing materials.

Preparing for Clients

Things to do before getting your first client to maintain your sanity.

Pre-LAUNCH FREE 8-EMAIL SERIES

30+ BEST PRACTICES FOR SUCCESSFULLY
LAUNCHING YOUR FINANCIAL COACHING BUSINESS

We promise to keep your information safe