Helping Financial Coaches Grow Confident, Connected, and Profitable Businesses
You don’t have to figure it out alone.
Get training, tools, and a supportive community built for financial coaches.
Coach Connections™ is whereÂ
financial coaches grow, together.
Founded by financial coach Dave Jacobson, this community was born out of experience, not theory. Like many new coaches, Dave read the books, followed the experts, and even invested in Dave Ramsey’s Master Training. The material wasn’t bad, but when it came time to work with real people, he realized how much was missing. There were gaps no program could fill. There were questions about pricing, structure, client flow, and confidence that only connection and collaboration could answer.
That’s exactly why Coach Connections™ was created: to give financial coaches the training, tools, and community support that traditional programs overlook.
Since 2008, we’ve helped hundreds of coaches build successful financial coaching businesses with practical training, proven tools, and a supportive financial coach community that believes in sharing, not competing.
Here, you’ll find guidance rooted in experience, accountability that actually feels human, and the freedom to build a business that fits you, not someone else’s formula.
If you’re ready to grow as a coach, strengthen your business, and serve clients with confidence, welcome to Coach Connections™. Where connection creates success.
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Grow Your Financial Coaching Business with Training, Community, and Resources
Behind every great financial coach is a community that gets it. Inside Coach Connections™, you’ll find the training, mentorship, and support to grow your business with confidence and stay inspired along the way.
Amazing Feature
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Amazing Feature
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Amazing Feature
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What's Included in Membership
Everything You Need to Coach and Build
Without Reinventing the Wheel.
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From that first 'I think I need help' conversation to what to charge for financial coaching, designing your offering, and serving clients long-term.
We give you the tools, systems and support to maximize your impact without wasting time reinventing the wheel.
 Inside Coach Connections™, you’ll get:
- Proven tools and plug-and-play systems - from client intake forms to full coaching workflows, so you're never starting from scratch
- A library of over 800+ financial coaching resources to use with clients or behind the scenes to streamline your business
- Support for finding prospects and converting them - including our proprietary system that consistently helps coaches close 70% or more of their discovery calls
- Financial coach marketing tools that feel authentic (not salesy), plus guidance on how to talk about what you do so people actually get it
- A community of real coaches -Â accountability partners, expert mentors, and people you can call, text, or Zoom
- A space where you can lead, contribute and grow - not just consume content
- Beyond just a login and a library - you'll get real support, real mentorship, and support that adapts to you
- Weekly live sessions for mentorship, Q&A, and real-time feedback
- An Orientation experience that not only walks you through the tools and support available, but also helps you plug into the community from day one
We're not handing you a one-size-fits-all playbook. We're helping you build the kind of coaching business that works for you - and giving you the tools, strategies, and community support to do it with confidence.
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How Membership Works
(and Why We Do It This Way)
Even the way we accept new members is different—and that’s intentional.
We don’t believe in packing thousands of people into a high-priced course, slapping on a few bonuses, offering urgency-close discounts, and calling it transformational.
- We don’t do gimmicks.
- We don’t do pressure tactics.
- And you won’t find a “Buy Now” button on this page.
Instead, you’ll find a few invitations to get to know us, explore how we train and coach, and decide whether what we've built... and we're continuing to build together... fells like a fit.
Because honestly… isn’t that the kind of pressure we’re helping our clients move away from?
Here’s how we do things differently:
- We open membership just twice a year—and we limit how many coaches come in at a time.
- We have an interview process, not to filter people out, but to start a real conversation and make sure the fit is mutual.Â
This isn’t about being exclusive—it’s about being intentional.
We’ve built something special, and we protect that experience for the coaches already inside.
If this feels like the kind of space you've been searching for...great.
If not, that’s okay too.
Here’s what's next:
- What our members are saying
- Test drive membership
- How to take the first step toward membership
Let's keep going.
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
Our Guarantee
When the Time Comes, You Can Test Drive Membership
By now, you've seen what we're about and heard from coaches who've lived it.
But you still might be wondering, "Is this too good to be true?"
You're not alone. That's a fair reaction.
I've talked to far too many coaches who've spent thousands on programs that promised to give them what they needed - only to be left unequipped, discouraged, and still searching for something that actually works.
Worse, many start wondering if it's them, if they're just not cut out for coaching.
Let's be clear: it's not you.
You were just never given the right tools or support.
And to be honest - we're not perfect either.
Not every member builds their dream business. Life happens. People get busy. Â
But what we can promise this:
The support, tools and connection we've describe... You'll actually experience them for yourself.
I've never been a big on guarantees. They've always felt gimmicky to me.
But after hearing how many coaches have been burned, I get it.
You just want to know if what we've promised is actually what we deliver.
So here's what we offer when membership opens:
A Real Test Drive. No Pressure. No Risk.
You'll get full access for 30 days - just like any other member.
The tools. The calls. The community.
The real thing.
And if it's not a fit?
No problem.
We'll give you a full refund - no hard feelings, and no questions asked.
How to Take the First Step Toward Membership
Because Connection Isn't Just What We Teach - It's How We Start
Connection is at the core of everything we do.
So it only makes sense that the path to becoming a member starts with it, too.
If it doesn't feel right to connect before joining, it probably won't feel right inside membership either.
This is your first opportunity to practice what this community is all about - reaching out, being open to growth, and sharing your gifts along the way.
If, however the idea of connecting with mentors - and becoming one for others - speaks to you... then we should talk.
Inside membership, people just call or text me.
But after learning (the hard way) that posting my number online mostly invites spam, we start with a quick form.
Just share your name, email and phone number.
We'll send you the next step - and from there, we connect the way this community was built to: Human to human.
Let's Connect
Let's us know how to reach you.
We'll follow up with the next step.
