Money Coaching

Money is power, freedom, a cushion, the root of all evil, the sum of blessings. —Carl Sandburg

This quote from America poet Carl Sandburg does an elegant job of summing up our fascinating relationship with money. Money means many things to each of us and often these meanings are in conflict! Perhaps this explains why an internet search for “leading cause of stress” invariably returns with money/finances. Is it any wonder why so many of us struggle with money? Unfortunately, families, schools, government and the financial services industry have mostly sidestepped tackling this challenge.

While it’s convenient to believe that a healthy money life requires that we be good with math (not that it hurts) nothing could be further from the truth. Our relationship with money is largely shaped by our attitudes, beliefs and decisions. To mold a better relationship with money starts by gaining a better understanding of ourselves, including our values, skills, strengths, needs/wants and, of course, our deepest desires. That’s why working with our clients in the area of money is such an obvious fit for coaches.

Course Objectives:

In this course students will learn the foundational elements of Money Coaching. It will allow them to:

  • Learn what Money Coaching is, including the philosophy, key concepts and principles
  • Become familiar with the basic tools and methods of Money Coaching
  • Discern how clients benefit from Money Coaching
  • Discover how life coaching skills can be applied to Money Coaching
  • Decide if and how Money Coaching fits into their current coaching practice
  • Plan how they will build their Money Coaching business
  • Refine their Money Coaching skills through peer coaching
  • Obtain the necessary prerequisite for the Money Coaching - Advanced Course

Course Requirements

Weekly assignments required and students have the option to create their own spending plan over the duration of the course if they choose to.

Frequency: This course is offered once a year.

Want to learn a little more about Money Coaching?

Listen to a call on the topic, and read Steve's blog entries: 

What’s the most important element of Money Coaching?

Money Coaching Demystified

Course Prerequisites



Steve is a terrific instructor. He had very good preparation. It was great he gave us the material ahead of time, so we had a good opportunity to review the material in advance, allowing us to really grasp his teaching. He allowed us to learn on our own and he was gracious to those who had to work at a slower pace. He was also very affirming to us.
- C.H.
The instructor was very knowledgeable and had a lot of experience in the field and therefore was able to give us many examples to understand the material more easily.
- L.F.