Personal Finance Coaching
Business Model Canvas

Files are available immediately after purchase; open the Word and Excel files right away with no setup so you can start planning within minutes.

Immediate file access after purchase

No setup or installation required

Start planning within minutes

Download, open, edit offline

The templates are fully editable in Word and Excel so you can change copy, pricing, session structures, and branding to match your coaching practice.

Edit all fields and labels

Tailor language to your niche

Adjust pricing and session structures

Change brand fonts and colors

The canvas uses a clear, intuitive layout separating the nine BMC sections so you can complete customer, value, channels, revenue, and cost fields logically and quickly.

Nine BMC sections clearly separated

Logical flow from problem to revenue

Pre-filled examples for coaching niches

Printable single-page summary included

The template highlights coaching revenue streams (hourly, packages, courses) and major cost drivers (coach time, marketing, platforms) so you can run straightforward break-even checks.

Maps hourly and package pricing

Lists course and workshop revenue streams

Identifies coaching labor costs

Highlights marketing and platform expenses

Pre-defined segments target young professionals, families, freelancers, and stressed individuals, with prompts to capture needs, channels, and tailored value propositions for each group.

Segments by life-stage and income

Profiles young professionals and families

Includes freelancers and gig workers

Defines pain points and outcomes

The canvas guides you to list referral partners (HR, banks, therapists), essential tools (CRM, booking), and content partners to scale workshops and corporate programs.

Lists referral partners and collaborators

Maps necessary digital tools and CRM

Suggests corporate wellness channels

Highlights local workshop partners

The Excel one-page overview condenses the full model into a single snapshot ideal for investor notes, client briefs, and quick internal reviews without losing core detail.

Condenses model into one page

Suitable for investor and client briefs

Easy to print or share

Facilitates quick team alignment

The templates cut setup time dramatically by providing pre-written content, structure, and financial prompts so you can focus on testing offers and acquiring clients instead of formatting.

Jumpstart planning, skip layout work

Pre-written copy saves hours

Templates accelerate testing and iteration

Good for workshops and bootcamps

The design is clean and professional, formatted for slides, PDFs, and meetings so you can present a polished model to partners, employers, or funders without extra design work.

Polished layout for pitches

Editable visuals and callouts

Export-friendly for slides and PDFs

Consistent typography and spacing