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Heroic Stoic Coaching

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FINANCIAL AGENCY: YOUR 12 WEEK PERSONAL FINANCE RESET

The Financial Agency group coaching program is for people who know they should be doing more with their money, but do not have a clear plan, a simple system, or enough confidence to take consistent action.


This 12-week group coaching program will give you the clarity, structure, and practical tools to understand your financial life and start directing it with intention. We will simplify the fundamentals, connect your money decisions to your values, and help you build a personal plan you can actually follow.


The power of the program comes from doing this work together. You will learn from the teaching, but also from the questions, insights, and honest conversations inside the group. 


Ready to build financial confidence and agency? Join us for the next Financial Agency cohort!

No One Taught You

Most people were never taught how money really works. They earn, spend, save when they can, worry in private, and hope it all works out. 

That is not a strategy.


The Group Dynamic

Money can feel isolating. In this group coaching environment, you will see that you are not alone, and you will build confidence by moving forward with others who are doing the same work.

Real Results

You do not need to become a financial expert. You need to become someone who understands the game, knows the next right move, and takes action.


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What participants are saying

From Overwhelm to Empowered

From Overwhelm to Empowered

From Overwhelm to Empowered

Kyle's Financial Agency course took the fear and overwhelm out of managing my finances and replaced it with confidence, clarity, and a practical system I can actually follow. Kyle is knowledgeable and thoughtful in his approach, presenting information in a way that feels clear, manageable, and easy to apply. He creates a supportive, judgment-free space to ask questions and learn from others’ experiences. I now feel empowered, capable, and confident in my next steps. I would highly recommend this program to anyone wanting to feel more in control of their finances and more confident about their future.


Jo N.

Life Changing

From Overwhelm to Empowered

From Overwhelm to Empowered

Financial Agency has been life changing for me. I've just turned 50 and I have been 'winging' it my whole life with money. From going through the program I was able to identify that I was in a negative cash flow, and had been for years. How did I not know, right?!! I was then able to identify where I could stem the leak, improve the flow and was able to turn it around into a positive cash flow within 2 months. I now have a structure and system to follow that will allow me to build up my savings and start investing for my future. I feel more in control of my finances than I ever have. I cannot thank Kyle enough.


Dianne D.

From Avoidance to Ownership

From Overwhelm to Empowered

From Avoidance to Ownership

Before Financial Agency, I had a vague sense of where my money was going, but no real control or clarity. I was making decisions reactively instead of intentionally.  Going through the program forced me to actually look at my numbers and understand my patterns, and that felt aligned with how I want to live—not just what I “should” be doing.  The biggest shift was moving from avoidance to ownership. I now feel in control of my finances, make decisions with confidence, and have a clear plan for where I’m headed instead of just hoping things work out.


Priyanka L.


Action-Oriented

Builds Confidence

From Avoidance to Ownership

It was a super consistent, clear, supportive journey through personal finance with a "take action now " orientation. Having the space and the support helped make taking those actions 

easier. I feel more informed and relaxed about money overall. It is presented simply and clearly in a way I did not have to struggle to understand. I feel comfortable with my data and my strategy now.


Beth G.

Builds Confidence

Builds Confidence

Builds Confidence

The financial course was a great journey, starting from the very fundamentals of daily money management to saving and investing. It sharpened my knowledge, provided new practical skills, and gave me a much stronger understanding of how to manage finances with confidence — all in a calm, supportive environment that made even complex topics feel simple and approachable.


Tami S.


Financial Agency: Your 12-Week Personal Finance Reset

A Group Coaching Opportunity to Help You Build a Personalized Financial Roadmap

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New Cohorts Launching in June 2026

I will be leading multiple small groups through 12 weekly hands-on sessions which will demystify  personal finance and provide simple and effective strategies that attendees can use to quickly and confidently take charge of their financial life.  If you are ready to start leading your money and create a clear path to wealth, complete the contact form ASAP to join the waitlist or find out more!


If you are a member of CoLab17, let me know so I can happily extend you a 50% discount!

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