A Live Virtual Workshop for Financial Practitioners
The Transformational
Financial Coaching Blueprint™
You have the skill. You have the heart. What you may not yet have is a clear method for moving clients from financial information to financial transformation.
Includes your first introduction to the AI-Ready Financial Practitioner System™.
“Best training I’ve been to in life. Every social service practitioner in the nation should take this training.”
FCFP Training Participant · Portland, Oregon
“The strongest financial coaches don’t just know the content — they know how to unlock the person holding it.”
Is This For You?
Built for Practitioners Who Are Ready to Go Deeper
This workshop was built for the practitioner who knows there is more — more depth, more impact, more authority in the room. If any of these describe you, you are in the right place.
Financial Coaches
Ready to move beyond 1:1 sessions and deliver transformational experiences that create lasting change — not just completed action plans.
Nonprofit & Agency Practitioners
Working with clients who face layered barriers — behavioral, emotional, and systemic — and needing more than financial tools to meet them where they are.
Financial Educators & Counselors
Who know the content deeply but want to step fully into a coaching stance — listening for beliefs, detecting patterns, and facilitating client ownership.
Workforce & Housing Professionals
Integrating financial coaching into existing services and wanting a structured, human-centered methodology that works across client populations.
Faith-Based Financial Leaders
Who understand the whole-person dimension of financial transformation and want a method that honors mindset, behavior, and identity — not just mechanics.
Emerging Trainer-Facilitators
Who want to learn the architecture behind rooms that move — where participants don’t just receive content but generate it, declare it, and live it.
Bankers, Credit Union & Financial Institution Professionals
Who serve clients every day and are ready to add the coaching depth, AI tools, and human behavior framework that separates great financial professionals from the rest.
The Workshop Experience
This Is Not a Webinar. You Will Build.
Four hours of live, working sessions. You leave with real skills, real language, and a real plan.
The Coaching Shift
Understand the structural difference between financial education and transformational financial coaching — and why that distinction determines what’s possible for your clients.
Human Behavior Framework
Explore the behavioral economics, belief systems, and executive function factors that actually drive client financial decisions — so you stop over-personalizing what isn’t personal.
Belief Detection Lab
Practice listening beneath the surface for the money beliefs shaping client behavior. You will hear language differently after this session.
Powerful Questions Exchange
Practice the craft of the powerful question — short, clean, curious, and transformational. Not questions that collect information. Questions that open people.
The Inner Critic Lab
Learn to identify and coach the internal narratives that keep clients stuck — the self-talk that no budget or action plan can address but every great coach must understand.
Your Pathway Forward + AI Introduction
Leave with a clear picture of your coaching method and your next level of development. This session also introduces the AI-Ready Financial Practitioner System™ — including your first use of the Client Persona Intelligence Tool™, which uses AI to build a full client profile and identify the coaching approach, conversation model, and tools most aligned to that client. You leave with a tool you can use in your next session.
The Powerful Questions Exchange — practitioners practicing the craft of asking questions that open people.
Transformational Financial Coaching Blueprint™ · Session 04
What You Leave With
By the End of This Workshop, You Will Have:
✓ A clear coaching stance and professional identity — not just a service offering
✓ Working knowledge of the Transformational Financial Coaching Method™
✓ Language for human behavior change you can use immediately with clients
✓ Practiced belief detection and powerful questioning skills
✓ A draft positioning statement for your coaching work
✓ Clarity on whether the full Trainer Pathway is your next move
✓ Your first Client Persona Intelligence Tool™ — built using AI, ready to use in your next client session
✓ An introduction to the AI-Ready Financial Practitioner System™ — how Coach Devin uses ChatGPT and Claude to prepare, plan, and deliver at the highest level
“
Best training I’ve been to in life. Every social service practitioner in the nation should take this training.
— FCFP Training Participant · Portland, Oregon
Your Investment
Reserve Your Seat
Workshop Registration
$297
One-time investment · Live virtual session · Week of June 23, 2026
What’s Included
➜ 4-hour live virtual workshop with Coach Devin Stubblefield
➜ Full Transformational Financial Coaching Method™ overview
➜ Belief Detection Lab and Powerful Questions Exchange
➜ Inner Critic coaching framework and application
➜ Draft positioning statement for your coaching work
➜ Resource materials and session tools
➜ Access to recording for 30 days post-session
➜ Information on the full Trainer Pathway
➜ Client Persona Intelligence Tool™ — your AI-powered client profiling tool, ready to use immediately
➜ Introduction to the AI-Ready Financial Practitioner System™ — Coach Devin’s actual AI workflow using ChatGPT and Claude
The Room Is Ready.
Are You?
This workshop is built for practitioners who are serious about going deeper — not just learning more, but operating differently.
Reserve My Seat — $297