Coach Connections™ is a mastermind-style membership for financial coaches who work in the real world, with real people, real emotions, and real complexity.
You work in the deeply human side of money.
Habits. Emotions. Behavior change.Â
You deserve support that understands that.
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This is a place where coaches connect, human to human, to build sustainable businesses that fit who they are, how they serve, and how they want to live.
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Who Coach Connections Is For
Coach Connections may be a fit for you if:
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You’re a financial coach or financial accountability coach working directly with clients
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You want guidance without being boxed into someone else’s formula
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You value real conversations over canned content
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You want help building your business and becoming a better coach
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You’re tired of feeling like you should “have this figured out by now”
This isn’t a course you rush through.
It’s a membership you grow into.
Why Coach Connections Is Different
Most coaching programs teach one way to build a coaching business.
Coach Connections does something else.
Since 2008, this membership has grown by responding to what coaches actually need — in real client situations, real business decisions, and real life transitions.
That’s why there’s depth here.
And why we organize it intentionally.
Instead of dumping everything on you at once, Coach Connections is built around clear focus areas so you can get the right support at the right time, without overwhelm.
What You’ll Find Inside the Membership
Below are the core areas Coach Connections supports.
Each one links to deeper resources, tools, and guidance inside the membership.
Mastermind Meetings
(The Heart of the Membership)
Regular mastermind-style meetings where coaches:
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Talk through real client situations
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Get perspective on business decisions
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Learn from each other’s experience — not just theory
This is where clarity happens.
Not in isolation. In conversation.
Assistant Financial Coach Support
You’re not expected to remember everything or carry every detail alone.
Members have access to an Assistant Financial Coach, a support layer that helps reinforce coaching concepts, tools, and client follow-through between sessions.
This strengthens outcomes for clients and confidence for coaches.
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The 15-Minute Spending Plan
One of the foundational tools inside Coach Connections.
You’ll gain access to the 15-Minute Spending Plan, along with guidance on:
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How to use it effectively with clients
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How to integrate it into your coaching process
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How to adapt it to different client needs
Simple. Practical. Proven.
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Custom Forms & Coaching Documents
You don’t have to build everything from scratch.
Inside the membership, you’ll find:
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Client intake forms
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Coaching documents and worksheets
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Process tools you can adapt to your own style
These exist to support your coaching, not replace it.
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Coaching Systems & Step-By-Step Guidance
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Coach Connections helps you build confidence as a coach by giving you structure without rigidity.
You’ll gain access to a step-by-step framework that supports:
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Becoming a confident, competent coach
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Designing your coaching process
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Serving clients consistently over time
This is guidance you grow into.
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Marketing, Messaging & Client Attraction
You’ll receive support for building a coaching business that people understand and trust.
Including guidance on:
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Talking about financial coaching clearly
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Attracting aligned clients
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Discovery conversations that feel natural, not salesy
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Building momentum without pressure tactics
Marketing here is about clarity and connection.
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Official Members-Only Community
Coach Connections is built on real relationships.
Inside the private community, you’ll find:
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Coaches at different stages of the journey
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Peer support and shared insight
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A culture of collaboration, not competition
This is a place where people respond and where experience is shared freely.
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Archived Sessions & Resource Library
Membership includes access to:
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Archived mastermind sessions
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A growing library of coaching resources and tools
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Materials built over time in response to real coaching needs
You’re never expected to consume everything.
Resources are there when they’re useful.
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National Financial Coaching Conference Access
As a member, you’ll have the opportunity to attend the National Financial Coaching Conference, extending your learning and connections beyond the membership itself.
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What Members Are Saying
“I’ve seen an incredible transformation in my business since joining Coach Connections™.
In just 3 months I quadrupled my business income. I’m so thankful to Dave and the rest of the community”
Grayson, S
 “I’ve received more support and value from Coach Connections™ membership than any other program I’ve been part of…
and I’ve been in a lot of programs”
Estelle, G
"I previously took a coaching course but was still struggling ... it didn’t give me anything useful.
Coach Connections™ gave me systems and processes I could use in my business and with clients. I am forever grateful for what they've done for me.”
Dawnette, P
How Membership Works
Coach Connections is designed to be intentional, relational, and supportive from the first conversation forward.
Membership opens twice per year, and we welcome new members in focused groups so everyone has space to connect and engage fully.
The process begins with a conversation, not a checkout page.
We’ve found this approach creates stronger relationships from the start and helps the community remain personal and supportive as it grows.
We’ll walk through investment details during our initial conversation so you can decide if membership is the right fit.
Try the Membership Without Risk
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When membership opens, you can test-drive Coach Connections for 30 days.
You’ll receive full access to:
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Mastermind meetings
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Community
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Coaching tools and systems
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Resources and support
If it’s not the right fit, you’ll receive a full refund — no questions asked.
Ready To Take the Next Step?
Coach Connections begins the same way it operates: with connection.
If this feels like the kind of support you’ve been missing, the next step is simple.
Share your name, email, and phone number.
We’ll reach out and start the conversation, human to human.
