The Proven Blueprint to Transform Your Client Results

Get the tools, confidence, and process to go beyond the foundational basics of personal finance to get twice the results in half the time.

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Unlock transformation for you and your clients

Identify & Overcome Client Money Beliefs

Create Habits That Stick

Show Up Prepared & Confident as a Coach

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DREAM COACH BLUEPRINT WAS

Created For…

Established Financial Coaches

Success Managers or Branch Managers

Financial Advisors & Planners

Team Members of Banks & Credit Unions

Established Financial Educators

Ideal for professionals who help clients transform their finances.

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IN THE COURSE,

You will learn how to:

Navigate client's mindset and motivations.

Ask great questions to create habits that stick.

Implement all the tools we learn in traditional training.

Get better, faster, and more sustainable client results in less time.

Be prepared & show up more confident.

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The Proven Blueprint

The Need for Financial Coaches

Understand the many ways in which financial coaches contribute to societal change and how to pivot coaching styles for maximum impact.

Cultivate Transformation

Transformation is the cornerstone of meaningful coaching. This module delves into the foundational reasons why transformation is crucial for long-term financial success along with techniques to foster that transformation.

A Good Coach…

This module explores the attributes and practices that distinguish exceptional coaches from the rest, emphasizing the power of guiding, listening, and building trust.

Transformation Begins Before You Meet

Understand how setting the stage for a coaching session affects the client’s outcomes.

The Numbers Don’t Tell the Whole Story

Financial well-being is more than just numbers; it's about understanding the narratives behind them. This module focuses on uncovering and reshaping clients' financial stories.

Reclaim Your Financial Future

Learn how to help clients identify and reshape their money beliefs, create a constructive personal money narrative, develop healthy financial habits, and set actionable steps towards their long-term financial dreams.

Taking Care of YOU

Ensure that coaching practitioners prioritize their own health so that they can show up fully for others.

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Meet Your Coach

With nearly two decades of experience, Ericka Young has helped over 500 families take control of their finances and eliminate debt. Her personal journey of paying off $90,000 gives her a unique perspective that clients trust. She brings a blend of real-life experience, practical tools, and heartfelt encouragement that empowers people to take action.

Her engaging, results-driven teaching style consistently earns top ratings, including the highest speaker score across nine training events. Whether she’s coaching teams or leading workshops, Ericka delivers content that is relatable, effective, and even fun.

Ericka helps credit union members build financial confidence, which in turn strengthens loyalty and increases the use of services. She trains internal teams and financial experts to deliver coaching that drives real results and builds deeper member relationships. In addition, Ericka partners with corporate companies to re-engage employees, reduce turnover, and improve productivity through targeted financial wellness programs. Her proven framework supports employees in creating financial plans that lower stress and increase focus at work.

Ericka is passionate about creating lasting change. Her mission is to help people thrive financially and help organizations build a culture where financial wellness is more than a perk but rather an essential.

You are the difference-makers. The work you do has the power to shift lives, restore confidence, and create ripple effects that go far beyond money. Stay encouraged, stay committed, and remember—when you show up with purpose, people transform. You’ve got this.

Frequently Asked Questions

  • Dream Coach Blueprint includes 7 modules and is designed to be fully self-paced, giving you the flexibility to learn and implement at a pace that works for you.

  • Discounted pricing begins at 10 licenses.

    • 10–20 licenses: 10% off the bundle

    • 20–40 licenses: 15% off

    • 41+ licenses: 20% off

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