Handle Challenging Money Conversations With More Clarity and Confidence
An in-person 3-hour event for financial coaches, nonprofit practitioners, and client-facing financial professionals who want a practical, mindset-first way to navigate real client scenarios. Lunch is included.
Bring a real client scenario. Share lunch with peers. Leave with a clearer path forward.
Join the Workshop WaitlistThe Problem
Information Alone Does Not Move People
Clients often already understand the information. What keeps them stuck is avoidance, shame, overwhelm, or past financial trauma. That is not a knowledge problem. That is a coaching gap.
At Elevate the Impact Institute, we believe: The gap between what clients know and what clients do is not an information gap. It is a coaching gap.
Who This Is For
Built for Practitioners Who Are Ready to Go Deeper
The Event Experience
How the Event Works: A Build Lab, Not a Lecture
You will not just learn about Transformational Financial Coaching. You will build a customized coaching strategy for a client situation that matters to you in a focused, practitioner-centered in-person session.
Here is what you will do during this in-person event:
Identify one real (or realistic) stuck client situation to work with.
Use the Client Persona Intelligence Tool to generate your customized Blueprint.
Focus on what matters most: transformation target, beliefs, coaching dynamics, and powerful questions.
Move from seeing only the financial problem to understanding the client's beliefs and readiness.
Share lunch with peers and continue the conversation in a collegial, practitioner-focused setting.
Build a next-session plan with the Blueprint Brief and Coaching Conversation Card.
Map your next 7, 30, 60, and 90 days, plus 3 months of community support.
This is not a passive webinar. This is a guided strategy-building experience designed to help you prepare better, coach deeper, and support client transformation with more clarity, dignity, and practical insight.
Transformational Financial Coaching Blueprint™ · Monthly Workshop
What You Leave With
Your Blueprint. Ready to Use.
Three deliverables, built live, yours to keep.
Full Transformational Financial Coaching Blueprint
A complete practitioner-level coaching strategy covering client identity, beliefs, readiness, barriers, coaching dynamics, recommended approach, powerful questions, and transformation target.
One-Page Blueprint Brief
A simplified strategy summary with client persona, transformation target, stage of change, core belief pattern, what opens and closes the client, recommended approach, and next-session coaching move.
Coaching Conversation Card
A practical before/during/after session prompt card. What do I need to set down? What belief may be present? What should I listen for? What shifted? What is the next 48-hour move?
What $297 Actually Gets You
The Value Is in the Work You Leave With
Most consultants charge thousands to facilitate the kind of strategy session you are about to attend. Here is what $297 actually gets you.
3-Hour Live Session
Direct access to Coach Devin
10,000+ professionals trained. A national trainer guiding your blueprint build in a live room — not a course, not a recording.
AI-Powered Tool
Client Persona Intelligence Tool™
Building this without a framework takes hours. You build yours inside the workshop, guided step by step, and leave with it ready to use in your next client session.
Customized Strategy
Your Coaching Blueprint
A strategy session of this depth, facilitated by an expert, typically costs $500–$2,000. Yours is built in the room, based on the people you actually serve.
90-Day Runway
Paid Tier Community Access
3 months in the AI-Ready Financial Coaches paid community ($47/mo value) — included in your registration, not charged separately until month 4.
For Teams & Organizations
Bringing your staff or team? Group rates are available for organizations registering 3 or more participants. Contact us to discuss agency cohort pricing and private Blueprint sessions.
Inquire About Group Rates →Join the Waitlist
Be First in Line for the Blueprint
Monthly In-Person Strategy Event
$297
Waitlist members get registration access first, before it opens publicly.
In person · Wednesday, September 30, 2026
What's Included
- âžś 3-hour in-person event with Coach Devin Stubblefield
- âžś Lunch served during the event
- ➜ Guided build of your Client Persona Intelligence Tool™
- ➜ Your Customized Transformational Financial Coaching Blueprint™
- âžś A practical 90-day implementation focus, plus 3 months of paid-tier community access
- âžś Resource materials, session tools, and recording access
Held the last Wednesday of most months. We're skipping August so Coach Devin can lead the FCFP Train-the-Trainer that week — join the waitlist now to get first access when September 30 registration opens.
Join the WaitlistCommon Questions
Frequently Asked Questions
Is this an AI training?
Do I need to bring a real client scenario?
Do I need to be a financial coach to attend?
What if I cannot attend on September 30?
What comes after the Blueprint Workshop?
Your Blueprint
Starts With Getting on the List.
Use the Client Persona Intelligence Tool™ and build your Customized Transformational Financial Coaching Blueprint™ based on a real client situation you bring into the room. Join the waitlist now and you'll get your registration link for the September 30 in-person event before anyone else.
Join the Waitlist for September 30