Bring a Stuck Client Scenario. Leave with a Customized Coaching Blueprint.
A live AI-supported workshop for financial coaches, counselors, educators, and practitioners who want a clearer method for understanding what keeps clients stuck and preparing better coaching conversations.
Monthly Live Virtual Workshop · 3 Hours · $297 · 4th Wednesday, 9 AM Pacific / 12 PM Eastern
Reserve My Workshop SeatThe Problem
Information Alone Does Not Move People
Most financial education focuses on what clients need to know. Budgeting. Credit. Debt. Savings. Goal-setting. Those topics matter. But if information alone created transformation, more people would already be moving.
The real challenge is what happens between what clients know and what clients actually do.
Clients may understand the information but still struggle with avoidance, shame, overwhelm, distrust, survival pressure, past financial trauma, limited capacity, and difficulty following through. 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
Financial Coaches & Counselors
Ready to coach beliefs, patterns, and behavior - not just deliver information
Financial Educators
Who want to step into a coaching stance with real clients and real results
Housing & Workforce Practitioners
Integrating financial coaching into existing services and programs
Bank & Credit Union Professionals
Serving clients every day and wanting deeper coaching capacity
Nonprofit & Agency Teams
Who need a consistent coaching strategy across programs and staff
Faith-Based Financial Leaders
Who want methodology that connects mindset, identity, and financial behavior
The Workshop Experience
How the Workshop 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.
Here is what you will do in this workshop:
Part 1
Bring the Client Into the Room
Identify one stuck client situation - real or realistic. Clarify what makes the situation challenging and what a stronger coaching conversation would look like.
Part 2
Generate the Blueprint
Use the Client Persona Intelligence Tool to generate your customized Transformational Financial Coaching Blueprint based on the situation you brought to the room.
Part 3
Decode the Blueprint
Learn to focus on what matters most: Transformation Target, Beliefs and Inner World, Coaching Dynamics, Recommended Approach, and Powerful Questions - without getting overwhelmed by the full document.
Part 4
Translate Insight Into Strategy
Identify what to do differently in the next client conversation. Move from seeing only the financial problem to understanding the client's beliefs, readiness, barriers, and transformation target.
Part 5
Prepare the Next Conversation
Build a next-session plan using the Blueprint Brief and Coaching Conversation Card - a practical tool for before, during, and after the session that replaces guesswork with intention.
Part 6
Your 90-Day Implementation Runway
Map how you will test the Blueprint over the next 7, 30, 60, and 90 days. Leave with a clear next move and 3 months of paid-tier access to the AI-Ready Financial Coaches community to support your implementation.
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.
Every participant leaves with three layers of deliverables and a clear implementation path.
Your Three Deliverables
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?
You Also Leave With
A clearer understanding of what may be keeping your client stuck beneath the financial behavior
A coaching approach matched to the client's readiness, beliefs, and context - not a generic script
A responsible, human-centered way to use AI as a preparation tool without replacing coaching judgment
A 90-Day Implementation Runway with a 7/30/60/90-day action map to test your Blueprint in practice
3 months of paid-tier access to the AI-Ready Financial Coaches community as your implementation support hub
Your Investment
Build Your Blueprint
Monthly Half-Day Strategy Workshop
$297
Live virtual · June 24, 2026
9 AM Pacific / 12 PM Eastern
What’s Included
➜ 3-hour live virtual workshop with Coach Devin Stubblefield
➜ Introduction to the AI-Ready Financial Practitioner System™
➜ Selected Transformational Financial Coaching™ frameworks
➜ Guided build of your Client Persona Intelligence Tool™
➜ Your Customized Transformational Financial Coaching Blueprint™
➜ AI-supported client insight and implementation planning
➜ A practical 90-day implementation focus
➜ Access to Technical Assistance from Elevate the Impact Institute
➜ Resource materials and session tools
➜ Access to recording inside The Elevate the Impact Portal
The 90-Day Implementation Runway
Your paid registration includes 3 months of access to the paid tier of the AI-Ready Financial Coaches Community — the support structure for what comes after the workshop.
For 90 days, you have a place to keep building, testing, refining, and applying your Client Persona Intelligence Tool™ and customized blueprint — with ongoing tools, training, AI integration, and practitioner support.
You can also return to any Blueprint Workshop during those 90 days at no additional cost. After month 3, continue in the community for $47/month.
Held the 4th Wednesday of every month. Spots are limited — join the next Blueprint Workshop below.
Common Questions
Frequently Asked Questions
Is this an AI training?
Do I need to be tech-savvy to participate?
Do I need to bring a real client scenario?
Is the Blueprint a diagnosis or a prescription for my client?
Do I need to be a financial coach to attend?
What if I miss the session or cannot attend live?
When does the 90-Day Implementation Runway start?
Can I attend more than one Blueprint Workshop during my 90 days?
Do you offer group or organizational rates?
What comes after the Blueprint Workshop?
Your Blueprint
Starts Here.
Learn the AI-Ready Financial Practitioner System™, use the Client Persona Intelligence Tool™, and build your Customized Transformational Financial Coaching Blueprint™ based on the client insights you uncover.
Your registration includes a 90-Day Implementation Runway inside the AI-Ready Financial Coaches Community.
Register Now — Join the Next Blueprint Workshop