With Instructor Julie Elledge, Ph.D., LMFT, PCC, NBC-HWC, BCC

This course affords you the advantage of a rich and dynamic interactive environment with your instructor and your peer coaches. Your continuing education units apply towards your NBC-HWC units AND ICF (when combined with the live classes).

Financial Well-Being

Financial Well-Being is elemental in Mentor Agility’s philosophy and approach to health and wellness. Central to a client’s story, financial well-being can lurk in the shadows of conscious awareness with the power to derail or optimize clients’ lives.

Right from the start of the coach and client relationship, financial well-being is at play. By exploring financial mindsets, ethics, and coaching agreements, this class sets the stage for successful coaching partnerships that honor both the coach and the client.

From career satisfaction, to relationships, to health, we will explore how financial well-being is crucial to one’s comprehensive well-being and how promoting a client’s creative learning process for solution formation is key to unlocking the power to thrive.


Course Information


This course is a fully remote, blended model of self-paced material and digital, live coaching classes. Coaches have the advantage to interact with their peers and receive mentor feedback through the Mentor Agility Creator Space.

This course is part of the required Mentor Agility Core Classes for the Raconteur Coaching and Comprehensive Well-Being Certification.

Continuing education credit for NBHWC for this course is offered in two formats:
Self-Paced digital material provides 15continuing education units.
Blended model of self-paced and live coaching classes offers 20 continuing education credits.

To receive ICF continuing education credit please take the blended course that includes self-paced material and 3 two-hour live coaching classes.
For ICF this course provides 15 CEs: 13 Core Competency, 2 Resource Development.


Continuing Education: 15 Units
Cost: $900.00


Dates: 2022- 2/22, 3/1, 3/8



-Explore Raconteur storytelling methods
-Demonstrate the relationship between clear agreements about the coaching relationship is directly related to the financial well-being of the client and the coach.
-Define financial-well being and wealth in relation to a client’s comprehensive well-being
-Recognize the relationship between ethics and financial well-being for both coaches and clients
-Develop sensitivity for contextual influences that shape your clients thinking, decision making and behavior
-Explore financial mindsets and perceptions through assessments and scaling questions

Instructor: Julie Elledge, Ph.D., LMFT, PCC, NBC-HWC, BCC

Dr. Elledge is the founder of Mentor Agility. Her passion for the use of storytelling in coaching, led her to bring together nationally-recognized, master storytellers to develop innovative curriculum for the benefit of the coaching industry.

She is a professional coach in national practice, with four credentials including the prestigious International Coaching Federation and the National Board Certification for Health and Wellness Coaching. She is a recognized expert in the field of coaching and mental health, pioneering the area of financial well-being, nature coaching, and storytelling. She is the creator and developer of the Hero’s Journey® Change Model and has been recognized by the Joseph Campbell Foundation for her unique application of his legacy and work.

Her company, Mentor Agility, is a certified training program for coaches. As an educator, she has worked with companies like Apple Education, BP, NOAA, NASA, Twentieth Century Fox and Baz Luhrmann.


Financial Well-Being Frequently Asked Questions

Q – Does this course require any certified financial planning or other licensing or certification or specific financial knowledge or acuity?

A – No. Though we may work with the client’s financial planner or provide referrals to licensed financial advisors on occasion, our focus is on goal setting, self-awareness, personal growth, and accountability, helping the client understand how his or her perceptions of Financial Well-Being impact other elements of their lives. Sometimes, changes in those perceptions can alter their financial planning, but we leave that to professionals who specialize in that arena.

Q – Is Financial Well-Being a certificate program?

A – Yes, we offer a certificate for students that complete the course. In our initial development of the course and its curricula, we learned that several professional groups would benefit from this course. Accordingly, we developed Financial Well-Being as a certificate program, indicating the level of commitment and expertise required to complete the course. Certificates will be awarded in both Coaching as well as in other professional categories.

Q – Will my clients have to share their confidential financial information with me when I work with them on Financial Well-Being?

A – No. The goal in Raconteur Coaching or coaching related to Financial Well-Being is to help your client understand the interaction between their perceptions of their financial well-being and their overall behavior and self-esteem; their career satisfaction, their relationships, and other important elements of their life stories.

Q – Do I need to be a coach to take this class?

A- No, this course is designed for students at any level in their coaching education journey.

Q – I have additional questions, how do I contact you?

A – Please send us an email at info@mentoragility.com

Q – What is your cancellation policy?

A – We operate on a 100% satisfaction guarantee. If you are not satisfied with this class by the time you reach X, just stop and send us an email. We will ask a few questions to understand your concerns and then refund 100% of your tuition.