Elevate the Impact Institute™ · Seattle, Washington
Transformational
Financial Coaching™ Lab
The New Standard of Financial Coaching Training.
A 3-day in-person immersive cohort for agencies, banks, credit unions, nonprofit organizations, and independent practitioners who are serious about delivering human-centered financial behavior change at the highest level.
This cohort includes the AI-Ready Financial Practitioner System™ — AI methodology built specifically for financial coaching.
● Dates and venue to be announced · Register your interest now to be first notified
This is the room where the method becomes embodied.
Transformational Financial Coaching™ Lab · Seattle, Washington
The New Standard
What Has Changed — and Why It Matters
The original Financial Coaching for Prosperity training has been grounded in real coaching competencies, practical application, and proven results. But the world has changed — and the way we coach must evolve with it. Today’s clients navigate money through digital wallets, budgeting apps, automation, and AI. Financial behavior is being shaped by both human psychology and modern technology. Transformational Financial Coaching™ is built for that reality.
Before: Financial Coaching for Prosperity
The foundation. For years, it helped thousands of practitioners move beyond financial education and begin using real coaching competencies to support client goals, accountability, and financial decision-making. It worked. It created impact. It helped define the work.
Now: Transformational Financial Coaching™
The evolution. Today’s clients face financial stress, digital banking, budgeting apps, automation, AI, emotional money patterns, and information overload. More tools have not automatically created more transformation. This training keeps the proven foundation and advances it — equipping practitioners to coach the belief, the behavior, the pattern, the inner critic, the environment, and the next move. This is not just a new name. It is the new standard.
What Is the Same
➜ The same live, in-person immersive experience
➜ The same Coach Devin facilitation energy and methodology
➜ ICF-aligned coaching competency framework
➜ Behavioral economics, belief work, inner critic coaching
➜ Powerful questions, triads, role play, public declarations
➜ The Financial Wheel, Financial Continuum, Asset Trio
➜ The personal story that makes this work sacred
Why This Exists
Financial Information Is Not
the Same as Financial Transformation.
The gap between what clients know and what clients do is not an information gap. It is a coaching gap. And most financial professionals were never trained to close it.
Clients know what they need to do. They can tell you the right move. And they still don’t make it. That is not a motivation problem. That is a coaching problem that requires a coaching solution.
Most financial training teaches content delivery. It does not teach how to hear beliefs, detect behavioral patterns, coach the inner critic, or design environments that make behavior change easier.
Organizations invest in programs that deliver information effectively but fail to produce sustained behavior change — because the method stops at the knowledge level and never reaches the belief level.
The practitioners who get results learned to meet clients at the intersection of behavior, belief, and financial action — not just those who knew the most financial content.
What Makes This Different
Most Trainings Teach Content.
This One Changes Practitioners.
Participants describe this as the most impactful professional training of their careers. Not because of what they learned. Because of what shifted.
Participant-Generated Learning
The most powerful content comes from the room. Participants surface their own inner critics, generate coaching questions, and declare goals publicly. The facilitator holds the architecture. The room fills it.
Live Coaching Demonstrations
Real coaching in real time — not a scripted role play. Participants receive structured observation tasks so every demonstration builds active skill rather than passive watching.
Movement Over Passive Learning
Triads. Partner exchanges. Public declarations. Role play. Physical movement. Every design decision keeps practitioners active, practicing, and embodying the method — not just receiving it.
The CLEAR / UNCLEAR System
A live facilitation system built into every day. Participants surface what is clear and what still needs attention. The training stays responsive — never canned, never disconnected from the actual room.
Behavioral Economics & Psychology
Practitioners stop wondering why clients don’t follow through. They start understanding the behavioral, cognitive, and emotional dynamics that make financial behavior change hard.
Personal Transformation Too
This training treats practitioners as whole people with their own financial journeys, their own inner critics, and their own beliefs about money. Participants are encouraged to share their perspectives based on their work and lived-experiences.
The Person Behind the Method
Trained by the Person Who Built This in Live Rooms.
Devin Stubblefield has trained over 10,000 financial professionals nationwide through partnerships with the CFPB, FDIC, HUD, Urban League, LISC, the Financial Empowerment Network, and dozens of regional and national partners.
The Transformational Financial Coaching method was built through live delivery — in Portland, Toledo, Seattle, and hundreds of training rooms across the country — and refined every time Coach Devin watched practitioners hit the wall between information and transformation.
This three-day immersive exists because practitioners kept asking: how do I do what you just did in that room? This is the answer.
Financial coaching is not just about numbers. It is about dignity. It is about helping people walk into financial rooms and feel like they belong there.
— Devin Stubblefield
The Three-Day Experience
Three Days. One Standard.
Complete Transformation.
Every day builds on the one before it. The arc moves from foundational coaching identity through human behavior mastery to full financial coaching application — with practice, role play, and live coaching woven throughout.
Day One — The Coaching Foundation
What financial coaching actually is — and who you are as a coach
What coaching actually is · ICF competencies applied to financial practice · The Financial Wheel of Life · Coaching mindsets and natural coaching style · Live coaching demonstration with structured observation · Triads · Benefits of financial coaching · Behavioral economics introduction · CLEAR/UNCLEAR system launch
AI Layer — Morning Prep: Each participant uses the Client Persona Intelligence Tool™ to profile their practice client before Day One labs begin — walking into every coaching exchange already prepared, not improvising.
Day Two — The Human Behavior Deep Dive
Understanding why clients make the financial decisions they make
Behavioral economics deep dive · Sue case study · Nudge theory and application · Coaching approaches and client stage matching · Listening for beliefs · The Beliefs Matrix · Executive functions and financial behavior · Client challenges Mentimeter · Friction, stability, and growth environments · Powerful Questions Exchange · CLEAR/UNCLEAR continued
AI Layer — Client Precision: Participants revisit and deepen their Client Persona Intelligence Tool™ profiles using the behavioral economics and belief frameworks from Day Two — so every coaching conversation is informed by a sharper, more complete picture of who the client actually is.
Day Three — Application, Integration + AI-Ready Practitioner
Putting it all together — leaving with a complete coaching practice ready to use
The Inner Critic Lab · Coaching skills integration · Financial Empowerment Framework · Financial Continuum · Asset Trio (Creation, Management, Protection) · Financial Independence Number and the 4% rule · SMART Goal Declaration Wall · Certificate of Completion · Pathway into Trainer Pathway™
AI-Ready Financial Practitioner System™ — Day Three Capstone
✓ Client Persona Intelligence Tool™ — participants receive and fully customize the AI client profiling tool, using it live in the room to identify the coaching model, approach, mindset, and tools most aligned to each client type. You leave with a tool you can use in your next session.
What You Leave With
By the End of Day Three,
You Will Operate Differently.
A clear and confident coaching stance that elevates every client interaction
Full working knowledge of the Transformational Financial Coaching Method™
Behavioral economics language to explain client financial behavior without judgment
Practiced belief detection — hearing what clients are not saying
A powerful questions repertoire that opens clients rather than collecting information
Inner critic coaching tools for clients who know what to do but keep not doing it
Executive function awareness for clients who struggle with follow-through
Your own Financial Continuum, Financial Independence number, and Asset Trio clarity
Certificate of Completion from Elevate the Impact Institute™
A clear pathway into the Trainer Pathway™ for those ready to facilitate this work themselves
Client Persona Intelligence Tool™ — your AI-powered client profiling system, customized in the room and ready to use in your very next coaching session
Who Attends
Built for Organizations and Practitioners
Who Are Serious About This Work
This is not a general financial literacy training. This is the professional development experience for people who work with clients around financial behavior — and want to do it at the highest level.
Nonprofit Agencies
Organizations investing in their team’s coaching capacity. Send your entire coaching staff and build a unified methodology across your organization.
Banks & Credit Unions
Financial institutions building internal coaching culture — equipping branch staff, financial wellness teams, and community development officers.
Credit Counseling Organizations
Agencies elevating their counselor staff beyond debt management into transformational behavior change — because clients need more than a payment plan.
Workforce Development
Organizations integrating financial coaching into workforce services. Financial stability and career stability are deeply connected.
Independent Practitioners
Coaches, counselors, and consultants who want the full three-day immersive experience now available outside of agency contracts.
Faith-Based Organizations
Churches and faith communities bringing a whole-person, dignity-centered coaching method into their financial empowerment ministry work.
“
Best training I’ve been to in life. Every social service practitioner in the nation should take this training.
— FCFP Training Participant · Portland, Oregon
Investment
What This Costs — and Why It’s Worth It
3 days · In-person · Seattle, Washington · Limited to 30 seats
What’s Included
➜ Full 3-day immersive cohort with Coach Devin Stubblefield
➜ Complete Transformational Financial Coaching™ methodology
➜ All coaching materials, frameworks, and reference guides
➜ Live coaching demonstrations with structured observation
➜ Triad practice sessions and peer coaching exchanges
➜ Inner Critic Lab, Belief Detection Lab, Powerful Questions Exchange
➜ Financial Continuum, Asset Trio, and Financial Independence framework
➜ Certificate of Completion from Elevate the Impact Institute™
➜ Pathway into the Transformational Financial Coaching Trainer Pathway™
➜ Client Persona Intelligence Tool™ — your AI-powered client profiling system, customized in the room and ready to use in your next session
Group Rate — 3 or More from the Same Organization
Organizations sending 3 or more team members receive a group rate. Contact us directly to discuss group registration and invoicing options.
Payment plans available upon request · Organizations may request invoicing · Contact Coach Devin directly for group and institutional registration
Be First to Know
Dates Are Coming.
Register Your Interest Now.
The Seattle cohort date and venue will be announced shortly. Register your interest now and you will be the first to receive the official announcement, early registration access, and group rate information for organizations sending multiple team members.
Seats are intentionally limited to 30 participants. Early registrants receive priority access before public announcement.
Register My Interest