Build Your Life Changing Financial Counseling Practice

Building your financial counseling business doesn’t have to be overwhelming. Our resources and business coaching give you the tools to attract more clients, streamline your operations, and grow a practice that supports your mission.

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Becoming a financial counselor is more than just giving money advice to a client. It's about helping client's understand the heart behind their financial decisions. It's truly a calling to help others grow towards financial health, but not for the sake of wealth or owning more stuff, but for the sake of living generously.

But where do you start to create a financial counseling business? How do you attract clients and manage your operations? What tools and resources are needed to manage clients well? We have answers to help.

1:1 Business Coaching

Ready to launch your financial counseling business but feeling stuck? Our tailored business coaching guides you from strategy to execution, empowering you to turn your vision into reality. Get unstuck and start helping clients through your financial counseling business.

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Tools & Resources

Building your financial counseling business shouldn’t feel overwhelming. Our expertly designed spreadsheets and counseling templates are tailored specifically for financial counselors, streamlining client management and engagement so you can focus on what matters most.

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Let's Live Generously, Together

Nate Sargent Coaching is committed to giving away 10% of our gross revenue to support families in financial and spiritual crisis. Learn more about who we support.

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