For Holistic, Wellness, Life & Financial Coaches
Become a Certified MBS Coach
Escape the Efficiency Penalty of hourly billing. Integrate the Money Behavior System into your practice and create a category-of-one competitive advantage your clients can't get anywhere else.
AI is rewriting the role of the traditional financial advisor. A Certified MBS Coach is positioned to complement — and eventually replace — the old-school financial planning expert by leading with behavior, not products.
6-question assessment • Built for coaches • Instant access
The Coaching Industry Has a Behavior Gap
Holistic, wellness, life, and financial coaches do brilliant work on mindset, body, and goals — then go silent the moment money enters the room. That silence is costing your clients results, and it's costing you revenue. 95% of spending is emotional and automatic. If you don't address it, you're only coaching half the human.
The Problem
The Efficiency Penalty
The better you get, the faster you deliver — and the less you earn per hour. Hourly billing punishes mastery.
The Blind Spot
Money Is the Missing Module
Wellness, mindset, and life clients all hit the same wall: behavioral financial wellness. Most coaches dodge it. You won't.
The Opportunity
Value-Based Pricing
Charge for transformation, not time. MBS gives you a proprietary framework and the language to price it.
Free Lead Magnet
The Coach’s Money Temperament Snapshot
A 6-question assessment that reveals your own financial DNA — and shows you exactly how MBS will plug into your existing coaching practice. No spreadsheets. No jargon. No BS.
- See your money temperament across 6 behavioral categories
- Identify where your clients are quietly stuck
- Get a preview of the MBS 5-step framework
Start Here
Claim Your Snapshot
Product Suite & Coaching Tiers
Three Paths Into the MBS Certification Track
Self-directed, small group, or 1:1 partnership — every tier is a step toward becoming a Certified Behavioral Financial Wellness / MBS Coach.
Tier 1
The Clarity Foundation
Self-directed online course
$1,500
Master the behavioral foundations of MBS Steps 1–3: Money Values, Money Temperament, and Money Knowledge.
- Mager-based performance objectives
- NLP chunking & values extraction
- Money Temperament Snapshot training
- Learning style diagnostics
Most Popular
Tier 2
The Transformation Intensive
3-month small group coaching
$3,000
Integrate the full MBS framework into your existing coaching packages with live group implementation.
- Live small group cohort
- All 5 MBS steps applied
- Business Audit & client roadmap labs
- Peer coaching & case reviews
Tier 3
The Partnership Premium
6-month 1:1 coaching partnership
$7,500
Co-architect your behavior-first coaching packages and value-based fee structures, one-on-one with Ted.
- Private 1:1 mentorship with Ted
- Value-based pricing build-out
- Signature offer & positioning
- Direct path to MBS Certification
All tiers ladder into The Behavioral Financial Wellness / MBS Certification Track.
Built On Mager's Performance-Based Design
Mastery You Can Measure
Every MBS module is engineered using Robert Mager's Performance, Conditions, and Criteria model. No fluffy “understand” or “know.” You'll demonstrate the skill — and so will your clients.
Sample Objective — Step 1
Extract a Client's Top 5 Money Values
Condition: Given a client's bank statements and calendar.
Performance: Use NLP chunking to extract and list the top five core money values.
Criteria: Values match where the client actually spends time and money.
Sample Objective — Step 2
Uncover the Client's Natural Money Temperament
Condition: Given the Money Temperament Assessment and a guided discovery interview.
Performance: Identify and document the client's primary and secondary money temperaments.
Criteria: Temperament profile is confirmed by the client and aligns with observed financial behaviors.
Sample Objective — Step 3
Deliver to the Client's Learning Style
Condition: Given a completed 30-question Learning Style Questionnaire.
Performance: Identify visual, auditory, or kinesthetic and deliver the next session in that format.
Criteria: Strictly uses the client's preferred sensory format.
Sample Objective — Step 4
Mentor a Values-Driven Money Strategy
Condition: Given the client's top 5 values, money temperament, and learning style.
Performance: Guide the client to write a behavior-based money strategy aligned with their values and temperament.
Criteria: Strategy is written in the client's own words and includes measurable behaviors they will execute weekly.
Sample Objective — Step 5
Craft a “One-Size-Fits-You” Financial Plan Framework
Condition: Given the outputs of Steps 1–4 (values, temperament, learning style, and money strategy).
Performance: Construct a personalized framework and checklist the client uses to build and execute their financial plan.
Criteria: Framework is unique to the client, contains actionable checklist items, and is independently usable without the coach present.
The End Goal
The Behavioral Financial Wellness MBS Certification Track
Become the coach AI can't replace. Lead with behavior, price for transformation, and build a practice that complements — and eventually replaces — the traditional financial planning expert.
Questions? Email ted@tedmclyman.com
