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Financial Coaches, Counselors and Case Managers

Classes for CEU Credit

Helping clients reach their potential through a variety of financial coaching services is essential to their success.  Helping them to understand their behavior and relationship to money is fundamental to the process.

Today's consumer needs more than just financial literacy education in order to obtain financial stability. In many cases they need to understand their relationship with money so they can identify the "root causes" of their financial struggles.

Classes and training offered by Key Financial Solution, LLC are in alignment with industry standards for financial coaching, financial capability and trauma-informed programs. They are designed to increase your awareness about the root causes of your  client's financial situation, as well as, deepen your understanding about financial decision making, financial behavior and habits, money personality types, personal money scripts, the process of change and what motivates change.

Members of the Virginia Association of Housing Counselors are eligible to receive

2 CEU's toward certification requirements.

Financial Coaches: About

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Upcoming  Trainings and Workshops

Digital Mind

Intro to Core Beliefs and Money
Date: August 24, 2018
Time: 10:00am to 4:00pm


Includes continental breakfast, lunch and materials.

This session lays the foundation for understanding how core beliefs and values are formed in early childhood and how old "money messages", family, faith, culture and media help influence thoughts, attitudes and financial behaviors.  We will also examine 6 unique "money personality" types and how each one chooses to earn, spend, save and invest money.

By gaining clarity and understanding about the role of core beliefs and values and each of the money personality types, you can help your clients empower themselves to make informed financial decisions that help them to overcome obstacles and achieve their personal financial goals.


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Coaching for the Financial Coach

Because sometimes a Coach needs a Coach...

I love coaching and I love seeing my clients have breakthroughs and incredibly surprising "aha" moments. We trust each other and we create a safe space for each of us to be vulnerable. I say this because they teach me just as much as they learn from me.  They know I value their  experiences and that I can hold space for their vision. In a nutshell, they feel  supported.  But who do you turn to for support when you are the one who is supposed to have the answers for life's challenges and roadblocks and yet you're feeling stuck?

As a Financial Coach, you may not need me to tell you how to manage your money, but maybe you need support around understanding your own money story and money blocks or someone who can hold your vision for your personal and professional goals until you achieve them. Sometimes, a Coach needs a Coach to help them see the blind spots and possibilities in their own lives.

I provide personal and confidential Signature Coaching  specifically designed for you. 

Choose a Full Day (8hr) retreat or a 3 month, 6 month or 9 month package consisting of any of these topics:



Facing the Inner Critic




Overcoming Scarcity

Decluttering Your Home and Office Space for Ultimate Productivity

Deepening the Meaning of Your Work

Understanding Your Personal Relationship with Money

*Sessions are 90 minutes each and can be a combination of in-person and video conference. Or choose a Full Day (8hr) in-person retreat. Guest speakers for some sessions.

Contact me to schedule a Free consultation to see if this is the right program for you at


Mini Self-Care Retreat
Date: Released Soon!
Location: Released Soon!

$Released Soon!
includes breakfast, lunch and materials

You are a fierce master at advocating for other people's well-being but what about your own?  This mini-retreat is designed for Financial Coaches, Housing Counselors and Case Managers, who need to take time out to unplug from the busyness and demands of your day to day life, so you connect with and nourish yourself from the inside out. 

Registration Opening Soon
Financial Coaches: Concierge Services
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