Personal Finance & Wellness Coaching Resources

Access a wealth of resources to complement your coaching journey. Our resource section includes recommended books, articles, worksheets, and tools to help you continue your growth and development outside of coaching sessions. These resources are designed to provide additional support and insights on various topics related to personal and professional enhancement.

Training & Downloads

1. Training Que

Training QUE – Building up professional excellence. (2024, March 25).

https://trainingque.com/

Books

1. Personal and Professional Growth

"The 7 Habits of Highly Effective People" by Stephen R. Covey

Covey, S. R. (1997). The seven habits of highly effective people: Restoring the character ethic. Macmillan Reference USA.

"Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones" by James Clear

Clear, J. (2018). Atomic habits: An easy & proven way to build good habits & break bad ones. Penguin.

2. Career Planning and Development

"What Color Is Your Parachute? 2024: A Practical Manual for Job-Hunters and Career-Changers" by Richard N. Bolles

Bolles, R. N. (2023). What color is your parachute? 2024: A Practical Manual for Job-Hunters and Career-Changers.

"Designing Your Life: How to Build a Well-Lived, Joyful Life" by Bill Burnett and Dave Evans

Burnett, B., & Evans, D. (2016). Designing your life: How to build a well-lived, joyful life. Knopf.

3. Personal Finance

"The Total Money Makeover: A Proven Plan for Financial Fitness" by Dave Ramsey

Ramsey, D. (2013). The total money makeover: A proven plan for financial fitness. Thomas Nelson.

"Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence" by Vicki Robin and Joe Dominguez

Robin, V., & Dominguez, J. (2008). Your money or your life: 9 steps to transforming your relationship with money and achieving financial independence: Fully revised and updated for 2018. Penguin.

4. Health/Wellness Coaching

"The Wellness Way: Your Guide to Optimal Health" by Patrick Flynn

Flynn, P. (n.d.). The Wellness Way: Your Guide to Optimal Health.

"How Not to Die: Discover the Foods Scientifically Proven to Prevent and Reverse Disease" by Michael Greger

Michael Greger, F., & Stone, G. (2015). How not to die: Discover the foods scientifically proven to prevent and reverse disease. Flatiron Books.

5. Leadership Coaching

"Leaders Eat Last: Why Some Teams Pull Together and Others Don't" by Simon Sinek

Sinek, S. (2017). Leaders eat last: Why some teams pull together and others don't. Penguin.

"Dare to Lead: Brave Work. Tough Conversations. Whole Hearts." by Brené Brown

Brown, B. (2018). Dare to lead: Brave work. Tough Conversations. Whole hearts. Random House.

6. Relationship Coaching

"The 5 Love Languages: How to Express Heartfelt Commitment to Your Mate" by Gary Chapman

Chapman, G. (2005). The five love languages: How to express heartfelt commitment to your mate. Christian Large Print.

"Hold Me Tight: Seven Conversations for a Lifetime of Love" by Dr. Sue Johnson

Johnson, S. (2008). Hold me tight: Seven conversations for a lifetime of love. Little, Brown Spark.

Professional Journals and Magazines

1. Personal and Professional Growth

Harvard Business Review

Masinter, A. W. (2023). The perils of an achievement culture. Harvard Business Review.

https://hbr.org/2023/11/the-perils-of-an-achievement-culture

Keil, T. (2024). Why leadership teams fail. Harvard Business Review.

https://hbr.org/2024/09/why-leadership-teams-fail

LeStage, G. (2024). Teamwork at the top. Harvard Business Review.

https://hbr.org/2024/09/teamwork-at-the-top

Dawson, A. (2024). New rules for teamwork. Harvard Business Review.

https://hbr.org/2024/09/new-rules-for-teamwork

Gotian, R. (2024). What High Achievers Need from Their Mentors. Harvard Business Review.

https://hbr.org/2024/08/what-high-achievers-need-from-their-mentors

Ramanna, K. (2024). Bringing down the temperature during polarizing times. Harvard Business Review.

https://hbr.org/2024/07/bringing-down-the-temperature-during-polarizing-times

Nohria, N. (2024). The CEO’s journey is a 3-Act play. Harvard Business Review.

https://hbr.org/2024/07/bringing-down-the-temperature-during-polarizing-times

2. Career Planning and Development

Career Development Quarterly

Hasselgren Bune, C., & Jonsson, R. (2024). The role of idiosyncratic deals in shaping retirement preferences of older workers: A psychological needs perspective. The Career Development Quarterly.

https://doi.org/10.1002/cdq.12363

Xiao, T., Zeng, Q., Peng, Y., Zhang, M., & Wang, B. (2024). Career‐related parental support and learning engagement: Exploring the mediation pathways of career adaptability and life meaning. The Career Development Quarterly.

https://doi.org/10.1002/cdq.12362

Lin, M., Lim, P. K., Azalea, A., & Lee, M. C. (2024). Factors affecting career motivation of recent graduates: Career adaptability as a mediator. The Career Development Quarterly.

https://doi.org/10.1002/cdq.12361

Balin, E., Liu, Y., Xu, X., Scharinger, J., Jackson, E., Goldman, E. Z., & Anderson, N. M. (2024). An exploration of cultural competence in career services with international students. The Career Development Quarterly.

https://doi.org/10.1002/cdq.12360

Kanar, A. M., & Heinrich, B. (2024). The impact of university Co‐curricular activities on competency articulation proficiency: A mediated model. The Career Development Quarterly.

https://doi.org/10.1002/cdq.12358

3. Personal Finance

Journal of Financial Planning

A framework for assessing and developing your sales skills. (2024). Financial Planning Association.

https://www.financialplanningassociation.org/learning/publications/journal/AUG24-framework-assessing-and-developing-your-sales-skills

Using IRC Section 1042 for retirement and exit planning for business owners: A guide for financial planners. (2024). Financial Planning Association.

https://www.financialplanningassociation.org/learning/publications/journal/AUG24-using-irc-section-1042-retirement-and-exit-planning-business-owners-guide-financial

Aligning client goals and underlying needs: Practical implications for Financial Planners. (2024). Financial Planning Association.

https://www.financialplanningassociation.org/learning/publications/journal/AUG24-aligning-client-goals-and-underlying-needs-practical-implications-financial-planners

Succession is a learning process for everyone. (2024). Financial Planning Association.

https://www.financialplanningassociation.org/learning/publications/journal/AUG24-succession-learning-process-everyone

Why your succession track might not work. (2024). Financial Planning Association.

https://www.financialplanningassociation.org/learning/publications/journal/AUG24-why-your-succession-track-might-not-work

My Career Path: Alison Miller’s Journey from Retail Associate to Senior Wealth Advisor Associate. (2024). Financial Planning Association.

https://www.financialplanningassociation.org/learning/publications/journal/AUG24-my-career-path-alison-millers-journey-retail-associate-senior-wealth-advisor-associate

The FPA community weighs in on succession best practices. (2024). Financial Planning Association.

https://www.financialplanningassociation.org/learning/publications/journal/AUG24-fpa-community-weighs-succession-best-practices

4. Health/Wellness Coaching

Journal of Wellness Coaching

Coaching models. (2019). Lifestyle Wellness Coaching, 51-76.

https://doi.org/10.5040/9781492595595.ch-004

Goal-focused coaching. (2019). Lifestyle Wellness Coaching, 199-214.

https://doi.org/10.5040/9781492595595.ch-011

Cocreating the coaching relationship. (2019). Lifestyle Wellness Coaching, 95-114.

https://doi.org/10.5040/9781492595595.ch-006

Background and core ingredients of coaching. (2019). Lifestyle Wellness Coaching, 11-32.

https://doi.org/10.5040/9781492595595.ch-002

Setting the foundation for effective coaching. (2019). Lifestyle Wellness Coaching, 77-94.

https://doi.org/10.5040/9781492595595.ch-005

Direct communication. (2019). Lifestyle Wellness Coaching, 149-174.

https://doi.org/10.5040/9781492595595.ch-009

5. Leadership Coaching

International Journal of Coaching in Organizations

Lina, Daouk-Öyry, and, Philippe, Rosinski. (2010). Coaching across cultures. The International Journal of Coaching in Organizations, 139-156.

https://doi: 10.4324/9780203859902-12

Barry, Schlosser., Derek, Steinbrenner., Ellen, Kumata., James, Hunt. (2006). The Coaching Impact Study: Measuring the Value of Executive Coaching with Commentary. The International Journal of Coaching in Organizations, 140-161.

https://doi.org/10.5040/9781492595595.ch-011

Frode, Moen., Ragnvald, Kvalsund. (2007). What Communications or Relational Factors Characterize the Method, Skills and Techniques of Executive Coaching?. The International Journal of Coaching in Organizations, 102-127.

https://doi.org/10.5040/9781492595595.ch-006

P., Williams. (2003). The Potential Perils of Personal Issues in Coaching The Continuing Debate: Therapy or Coaching? What Every Coach Must Know!. The International Journal of Coaching in Organizations, 21-30.

https://doi.org/10.5040/9781492595595.ch-002

Jeffrey, M., Schwartz. (2005). A Brain-Based Approach to Coaching. The International Journal of Coaching in Organizations, 32-44.

https://doi.org/10.5040/9781492595595.ch-005

P., Rosinski. (2010). Global Coaching for Organizational Development. The International Journal of Coaching in Organizations, 49-66.

https://doi.org/10.5040/9781492595595.ch-009

Laura, Crawshaw. (2009). Coaching Abrasive Leaders: Using Action Research to Reduce Suffering and Increase Productivity in Organizations. The International Journal of Coaching in Organizations, 60-77.

https://doi.org/10.5040/9781492595595.ch-009