Power Up Your Financial Coaching Business: From Idea to Impact

Thinking about starting a financial coaching business but unsure where to begin? This workshop is designed for those who are ready to turn their passion for helping others into a thriving private practice. We’ll cover misconceptions about starting a private practice for financial coaching, common challenges, and the benefits of collaborating with other professionals. Attendees will learn how to create a realistic timeline for launching their business and explore the advantages and challenges of working for yourself versus working for others. Through interactive exercises, you’ll leave with a personalized roadmap and actionable strategies to start strong, along with resources to help you build your private practice. Whether you’re new to the financial coaching community, seeking a flexible career or trying to grow your current business, this session will give you clarity, confidence, and connections to succeed. You’ll have the opportunity to ask all the questions that you’re afraid to ask!

Speakers

Managed Expectations LLC
Heidi Clemons, AFC®, MQFP®
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