Financial Coaches & Counselors
Ready to coach beliefs, patterns, and behavior — not just deliver information.
Transformational Financial Coaching Blueprint™ Workshop
Handle Challenging Money Conversations With More Clarity and Confidence.
A live, virtual 3-hour workshop for financial coaches, nonprofit practitioners, and client-facing financial professionals who want a practical, mindset-first way to navigate real client scenarios.
Bring a real client scenario. Build alongside fellow practitioners. Leave with a clearer path forward.
Presented by Devin Stubblefield, CFEI, CFC · $297 · Includes access to the AI-Ready Financial Coaches community
Next Session
Wed, October 21, 2026Held the 3rd Wednesday monthly
Format
Live Virtual Workshop3 hours with Coach Devin
Time
10:00 AM Pacific12:00 PM Central · 1:00 PM Eastern
Investment
$297Secure your seat today
A partial list of agencies where Devin has been trusted to lead training
The 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 — and this workshop gives you a clear, practical way to close it with the clients you actually serve.
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.
If you have real conversations about money with the people you serve, this workshop was built for you.
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 a methodology that connects mindset, identity, and financial behavior.
The Workshop Experience
This is not a passive webinar.It’s a guided strategy-building experience.
Designed to help you prepare better, coach deeper, and support client transformation with more clarity, dignity, and practical insight.
How the Workshop Works
A Build Lab, Not a Lecture.
You won’t just learn about Transformational Financial Coaching. You’ll build a customized coaching strategy for a client situation that matters to you — live, alongside fellow practitioners.
1
Bring the Client Into the Room
Identify one realistic, stuck client situation to work with — a composite drawn from your experience.
2
Generate the Blueprint
Use the Client Persona Intelligence Tool™ to generate your customized Blueprint.
3
Decode the Blueprint
Focus on what matters most: transformation target, beliefs, coaching dynamics, and powerful questions.
4
Translate Insight Into Strategy
Move from seeing only the financial problem to understanding the client’s beliefs and readiness.
5
Practitioner Connection
Connect with fellow practitioners and continue the conversation in a collegial, practitioner-focused setting.
6
Prepare the Next Conversation
Build a next-session plan with the Blueprint Brief and Coaching Conversation Card.
7
Your 90-Day Implementation Runway
Map your next 7, 30, 60, and 90 days — with ongoing support in the AI-Ready Financial Coaches community to keep you moving.
What You Leave With
Your Blueprint. Ready to Use.
Three deliverables, built live, yours to keep — ready for your very next client session.
1
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.
2
One-Page Blueprint Brief
A simplified strategy summary: client persona, transformation target, stage of change, core belief pattern, what opens and closes the client, recommended approach, and next-session coaching move.
3
Coaching Conversation Card
A practical before, during, and after 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 far more to facilitate the kind of strategy session you’re about to experience. Here’s what your $297 actually gets you.
Direct Access to Coach Devin
10,000+ professionals trained. A national trainer guiding your blueprint build live — not a course, not a recording.
Client Persona Intelligence Tool™
Building this without a framework takes hours. You build yours step by step and leave with it ready for your next client session.
Your Coaching Blueprint
A strategy session of this depth typically costs several hundred dollars. Yours is built live, based on the people you actually serve.
AI-Ready Financial Coaches Community
Keep building, testing, and applying your Blueprint alongside fellow practitioners — access is included with your registration.
Monthly Live Virtual Workshop
$297per practitioner
Next session: Wednesday, October 21, 2026 · 10:00 AM Pacific
Reserve Your Seat
- 3-hour live virtual workshop with Coach Devin Stubblefield
- Guided build of your Client Persona Intelligence Tool™
- Your Customized Transformational Financial Coaching Blueprint™
- A practical 90-day implementation focus, plus access to the AI-Ready Financial Coaches community
- Resource materials and session tools
Held live and virtually on the 3rd Wednesday of each month at 10:00 AM Pacific. After you register, you’ll receive your Zoom registration link on your confirmation page and by email.
Common Questions
Let’s Clear Up the Details.
Is this an AI training?
Not exactly. This is a Transformational Financial Coaching strategy workshop that uses AI-supported tools to help practitioners prepare better. AI supports the process — it does not replace coaching judgment. The Blueprint is not a diagnosis, a label, or a script. It is a strategic preparation tool that helps you identify patterns, prepare better questions, and coach with greater awareness. The coach is still the coach.
Do I need to bring a real client scenario?
Do not bring identifying information on any client you work with. Bring a composite situation or persona drawn from clients you have worked with. What matters is that the scenario feels true to the kind of coaching work you do.
Do I need to be a financial coach to attend?
Not at all. This workshop is designed for anyone who works with people and money — financial coaches, counselors, educators, housing counselors, workforce practitioners, bankers, nonprofit staff, and organizational teams. If you have conversations about money with clients, this is for you.
What if I can’t attend the event I registered for?
Contact our team to get access to the next live session. Because this is a hands-on implementation event, your presence is required — and we will happily give you access to the next live session.
Email [email protected].
Your Next Move
Come Experience This Workshop and Walk Away With Your Customized Transformational Financial Coaching Blueprint™.
Bring a composite client scenario, build alongside fellow practitioners, and leave with a strategy you can use in your very next session.
Wednesday, October 21, 2026 · 10:00 AM Pacific · Live virtual · 3 hours · 3rd Wednesday monthly
