They know what to do, but do not follow through.
You have explained the steps. The gap between knowing and doing remains.
TRANSFORMATIONAL FINANCIAL COACHING BLUEPRINT LAB™
Come with a client scenario that has you stumped. Leave with a strategy built for them.
In one live 2-hour build lab, you will use the Client Persona Intelligence Tool™ to understand the beliefs, readiness, barriers, and coaching dynamics beneath a challenging client situation, then turn that insight into a customized plan for your next conversation.
Priority-list members receive the registration link first. Professional development investment: $197.
Live strategy build  • Real client work  • AI-supported, coach-led
Built for practitioners who need more than another list of coaching tips.
2 hours live   •   1 client scenario   •   1 customized strategy
WHEN THE USUAL APPROACH IS NOT ENOUGH
You know the financial issue. The harder part is knowing how to coach the person.
Some client situations do not need more information. They need a better read, a better conversation, and a strategy designed around the human being in front of you.
Every conversation circles back to the same pattern.
The numbers change, but the avoidance, overwhelm, or resistance does not.
The client agrees, then disappears.
Readiness, trust, executive function, or life conditions may be shaping the response.
You are unsure what to ask next.
The coaching moment needs more than another checklist or generic question.
The strongest coaching strategy starts when we understand the person behind the financial problem.
THE LIVE BUILD EXPERIENCE
Bring the scenario. Build the intelligence. Design the conversation.
This is not a watch-and-forget webinar. You will work through one anonymized client scenario and build a usable coaching approach in the room.
1. Frame the client reality
Identify what is happening, what has already been tried, and where the coaching relationship is getting stuck.
2. Build Client Persona Intelligence™
Use the tool to surface beliefs, readiness, barriers, behavioral patterns, risks, and coaching considerations.
3. Interpret the Blueprint
Challenge weak assumptions and distinguish useful coaching intelligence from noise.
4. Design the next conversation
Translate the insight into a Transformation Target, powerful questions, first move, and accountability strategy.
YOUR BLUEPRINT DELIVERABLES
Leave with practical coaching intelligence you can use immediately.
Client Intelligence Profile™
A clearer view of the client's beliefs, readiness, barriers, decision patterns, strengths, and coaching dynamics.
Customized Transformational Financial Coaching Blueprint™
A client-specific strategy built from the Client Persona Intelligence Tool™, not a generic coaching template.
Coaching Strategy Brief
A one-page preparation guide with the Transformation Target, recommended focus, risks, and first coaching move.
Powerful Questions and Conversation Card
A focused set of curiosity-driven questions and conversation prompts for the moment that matters next.
90-Day Implementation Runway
A practical plan for applying the Blueprint, measuring momentum, and adapting your coaching approach.
Three Months of Continued Support
Paid-tier access to the AI-Ready Financial Coaches Community™ for practice, implementation, and support.
HUMAN-CENTERED INTERVENTION. AI-ENHANCED DECISION INTELLIGENCE.
The AI technology supports the coach. It does not replace the coaching.
Client Persona Intelligence™ helps you prepare, recognize patterns, test assumptions, and make better coaching decisions. You remain responsible for trust, empathy, judgment, facilitation, and the breakthrough conversation.
The Blueprint helps you prepare to:
- See the client beyond the presenting financial problem
- Recognize beliefs, barriers, readiness, and risk factors
- Choose a stronger coaching focus
- Prepare powerful questions without scripting the client
- Enter the next conversation with clarity and humility
Who Should Enter the Lab
For professionals who help people make financial decisions.
The Blueprint Lab is designed for practitioners who want to understand clients more deeply, prepare more intentionally, and lead stronger money conversations.
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Financial coaches and counselors
Build sharper, client-specific strategies for challenging coaching relationships.
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Housing and homeownership practitioners
Prepare for the human dynamics beneath budgeting, credit, debt, and homeownership decisions.
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Financial educators, bankers, and credit professionals
Move beyond information delivery into more effective, client-centered money conversations.
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Nonprofit, workforce, and social-service teams
Strengthen frontline staff capacity and develop a shared language for human-centered financial coaching.
You do not need to hold the title “financial coach.” If your work regularly includes conversations about money, financial decisions, goals, barriers, or behavior change, this lab was designed with you in mind.
Built for Real-World Practice
One lab. Many professional roles. A shared commitment to helping
clients move forward.
National Training Experience
500+ organizations served
Training coaches, counselors, educators, bankers, and frontline
financial-empowerment practitioners.
Led by Devin Stubblefield
A national financial coaching trainer guiding you through the build.
Devin Stubblefield is a certified financial coach, financial education instructor, and national trainer who helps financial coaches, housing counselors, bankers, nonprofit teams, and frontline practitioners turn financial information into human-centered coaching experiences.
Certified Financial Coach
Certified Financial Education Instructor
Financial Coaching Trainer
500+ Organizations Served
The strongest coaching strategy starts when we understand the person behind the financial problem.
During the lab, Devin will model the thinking behind the strategy. You will learn how to read the Blueprint, challenge weak assumptions, translate intelligence into powerful questions, and prepare for the coaching moment that matters next.
Human
Centered on the person, not only the financial issue
Practical
Built around a real client scenario you bring to the lab
Guided
Modeled live with interpretation and strategy support
PROFESSIONAL DEVELOPMENT INVESTMENT
Build your Blueprint live.
Join the priority list now and receive first access when registration opens.
LIVE VIRTUAL BLUEPRINT LAB
$197
One focused client scenario. One customized coaching strategy.
Registration Opening Soon
10 AM Pacific • 12 PM Central • 1 PM Eastern
2-hour live virtual session
YOUR REGISTRATION INCLUDES
Everything you need to prepare better and coach deeper.
- 2-hour live strategy-building lab
- Guided Client Persona Intelligence Tool™
- Customized Transformational Financial Coaching Blueprint™
- One-page Coaching Strategy Brief
- Coaching Conversation Card and 90-day runway
- Resource materials and session tools
- Recording access
- 3 months of AI-Ready Financial Coaches paid-tier community access
Bring an anonymized client scenario. Do not enter client names or identifying details into the tool.
COMMON QUESTIONS
Know what to expect before you enter the lab.
Is this an AI training?
Not exactly. You will learn how to use the AI-powered Client Persona Intelligence Tool™ within a real financial coaching preparation process. The focus is understanding your client more deeply, interpreting the coaching intelligence responsibly, and designing a human-centered strategy for your next conversation. AI supports the coach. It does not replace the coaching.
Do I need to bring a real client scenario?
Bring one real or realistic challenging scenario. Remove the client's name and all identifying details. The stronger the scenario, the more useful your Blueprint will be.
Do I need to be a financial coach to attend?
No. The lab is designed for financial coaches, counselors, educators, housing and workforce practitioners, bankers, nonprofit professionals, and others who regularly have money conversations with clients or participants.
What if I cannot attend live?
Recording access is included. The strongest experience comes from attending live because the Blueprint is built through guided application, reflection, and strategy coaching in the room.
What happens after the lab?
You will leave with your Blueprint, Strategy Brief, Conversation Card, and a 90-day implementation runway. Your registration also includes 3 months in the paid tier of the AI-Ready Financial Coaches Community™ for continued practice and support.
Can my organization send multiple staff members?
Yes. Group rates are available for organizations registering 3 or more participants. Private Blueprint Lab sessions are also available for agency cohorts that want to build shared coaching capacity around the clients they serve.
Stop preparing only for the financial problem. Start preparing for the person.
Bring the client situation that needs a better approach. Leave with a customized coaching strategy that helps you create the conditions for clarity, movement, and transformation.