For Wellness, Holistic, Business & Financial Coaches
Your Clients Aren't Broken. Your Framework Is.
Book your complimentary "Money Behavior Gap" assessment and strategy call with Ted McLyman. I'll diagnose the Money Behavior Gap in your coaching practice — and map a personal framework using the Money Behavior System (MBS) to create new revenue streams.
90 minutes · 1:1 with Ted · Recording included
Let's Cut the BS.
You're an expert coach. But when the conversation turns to money, your clients freeze, sabotage themselves, or ghost. It's not their willpower. It's their ancient brain — and traditional financial advice can't reach it.
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Spreadsheet Anxiety
Clients nod through your session, then blow the budget on Amazon by 9 pm. 95% of spending is emotional.
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The Efficiency Penalty
You're trapped in hourly billing. Better results = fewer sessions = more revenue. The model punishes mastery.
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The Money Behavior Gap
You transform their wellness, business, and mindset — but the money conversation stays unfinished. That's the gap.
The Paid Call Package
Five 45-Minute Sessions. One Framework. A New Revenue Engine.
This isn't a discovery call. It's a working session. You bring your practice — I bring 40+ years as a former financial advisor, Marine officer, and behavioral strategist. Together, we architect how the Money Behavior System (MBS) plugs into what you already do.
You leave with a diagnosis of your Money Behavior Gap, a positioning strategy, and a clear path to escape the hourly-billing trap.
The 5-Step MBS Walkthrough
1. Discover — Money Values
2. Uncover — Money Temperament
3. Apply — Money Knowledge
4. Architect — Money Strategy
5. Execute — Money Plan
What You Walk Away With
Tangible deliverables. No fluff. No corporate BS.
✓ Money Behavior Gap Audit
A candid assessment of exactly where money conversations break down in your current client journey.
✓ MBS Integration Blueprint
A step-by-step map showing how the 5-step MBS bolts onto your existing coaching program — not replaces it.
✓ Category-of-One Positioning
Language and offer structure that lifts you out of hourly billing and into premium, outcome-based pricing.
✓ Full Session Recording
Video + audio of each session so you can revisit the strategy anytime. Yours to keep.
✓ Money Temperament Snapshot
The 6-question coach assessment — completed together, so you feel the tool from the client's chair.
✓ 14-Day Follow-Up Email
Direct access to me for two weeks after the call to refine the plan as you begin implementing.
What Coaches Are Saying
★★★★★
"Ted diagnosed my Money Behavior Gap in the first 20 minutes. I rebuilt my flagship offer around MBS and doubled my package price within 60 days. No more hourly hamster wheel."
Rachel M.
Holistic Wellness Coach
★★★★★
"I've done a lot of 'strategy calls.' This one was different. Zero fluff, zero Homo Economicus BS. Ted gave me a category-of-one offer my competitors literally cannot copy."
David K.
Business & Financial Coach
Questions? Straight Answers.
Is this a sales pitch disguised as a call?
No. You've already paid $1,597, so we skip the pitch and get to work. If a longer engagement makes sense at the end, I'll mention it. If not, you still walk away with a full blueprint.
I'm a wellness coach — will this apply to me?
Absolutely. The Money Behavior Gap shows up in every practice where money touches transformation — wellness, holistic, life, business, and financial. MBS is the connective tissue.
What if I've never taught money content before?
Perfect. MBS is behavioral, not technical. You don't need a Series 7 — you need to understand how humans actually make decisions. I'll show you how to hold the money conversation without becoming a financial advisor.
What's your refund policy?
If the first 30 minutes don't deliver a clear diagnosis of your Money Behavior Gap, we end the call, and I refund you in full. Fair is fair.
How soon can we meet?
Most calls are scheduled within 7–10 days of booking. You'll get access to my calendar immediately after payment.
Stop Leaving the Money Conversation Unfinished.
Five Sessions One. One clear diagnosis. One new revenue engine.
$1,597
One-time payment · Full refund inside the first 30 minutes
— Ted McLyman, Financial Choice Architect
