My first year as a financial coach was spent bootstrapping absolutely as much as possible because I only had so much time and money that I could invest in my new business.

So if you’re thinking about becoming a financial coach (or if you’ve already started financial coaching), you might be feeling like you're spinning your wheels because you’re not getting the traction or the clients you were hoping for. Or maybe you’re feeling like you’re spending all of your time trying to figure out if this thing will be “the thing” that finally works. 

It’s been awhile since I started my financial coaching business, but if I’d had a mentor or guide back then who could help me understand the things that I actually needed (and to steer me away from distractions), I think that I would have spent far less time bootstrapping and far more time in focused action. 

Which is why on this episode of the Financial Coach Academy® Podcast, I am going to break down what you need to get started as a financial coach - and what you don’t. 

Here’s a hint: you do not need a logo, a website, or a certification. Want to know what you DO need for success? Get a pen and paper - you’re going to want to take notes.