Build A Financial Counseling Practice That Transforms Lives

We help financial counselors attract clients, streamline operations, and grow their mission-driven practice.
As Featured In

Embrace Your Calling as a Christian Financial Counselor

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.

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.

Financial Counseling

Looking for a trusted financial counselor to help you navigate your financial situation? You can find our financial counseling services at ChristianMoneyHelp.com or simply click the button below.
Nate_Office_12 - Low Res-1

Meet Nate

As a Christian Financial Counselor with Christian Money Help, I know starting your own practice can be daunting. You want to help people manage their finances, but how do you attract and onboard clients while guiding them effectively? I’m here to help you overcome startup challenges so you can focus on transforming lives.
 
Have a question? I'd love to connect with you. Simply fill out the contact form below!

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.

Latest from the Blog