COACHING

CAPABILITY

Behind Every Financial Win is a Powerful Conversation!

Andi Wrenn, AFC®

Giving you the tools to get there.

At Coaching Capability, we believe that every meaningful financial breakthrough begins with connection, clarity, and confidence. Whether you’re a financial counselor, coach, educator, planner or aspiring professional, we’re here to help you elevate your impact, expand your skills, and build the career you envision—without losing the heart behind the work.

What We Offer

  • Professional Growth & Mentorship

    Professional Growth & Mentorship

    Tailored courses, workshops, continuing education, and personalized mentorship, including verified experience hours, for AFC®, CFP®, and ChFC® professionals.

  • Business Development Resources

    Business Development Resources

    Practical resources, templates, and guidance to successfully build and expand your financial coaching or counseling practice.

  • Community & Signature Experiences

    Community & Signature Experiences

    Connect and learn through the Coaching Capability Collective, Experience Program, and award-winning Book Study for actionable learning.

Why Coaching Capability?

Whether you're just getting started or ready to scale, Coaching Capability meets you where you are—with tools, support, and community to help you thrive.

✔ Led by Andi Wrenn, AFC®, a nationally recognized leader, mentor, and advocate for financial professionals

✔ Trusted by military communities, financial educators, and counseling professionals across the U.S.

✔ Rooted in inclusivity, growth, and service—this is professional development with purpose

EXPLORE THE PROGRAMS:

  • "Andi’s mentorship changed my entire approach to working with clients. The tools and confidence I gained through Coaching Capability are invaluable."

    – CFP® Candidate

  • "There’s nothing else quite like the experience program in the financial coaching world. It’s more than education—it’s empowerment."

    – Accredited Financial Counselor®

  • “Andi is a tireless, inventive, caring individual. She is dedicated to her work to bring financial literacy to all groups who need it. She faces any challenge head on and is a willing team member.”

    – MFEC committee team member

  • “I have known Andi for more than 14 years. I first worked with Andi as a trainee in the Military Spouse Financial Education program through Military Health Net. When the contract was awarded to Zeiders, I followed her there for on-boarding as well. I also served with Andi on the Board of Directors for AFCPE.

    Quote Source

  • Andi is an enthusiastic, dynamic leader. She is knowledgeable, capable under all circumstances, and pleasant to work with. Andi is a leader and seeks to help others grow and better themselves in the field of financial counseling and education. It truly is a pleasure to work with Andi and I am pleased that our paths have been similar for so many years.”

    – PhD, AFC@, CDP®

  • Andi’s Coaching Capabilities program was a game changer in my preparation for CFP® certification. The hands-on role-plays, presentation sessions, and practical exercises helped me build confidence and apply new skills immediately with clients. I gained a valuable resource bank, learned how to explain complex concepts in understandable ways, and received real-time feedback. Andi creates a supportive, energizing environment, and I highly recommend this program to any aspiring financial planner or financial counselor.

    -CFP® Candidate

  • As a planner and wealth advisor, I’m always looking for meaningful ways to grow — both professionally and personally. Andi Wrenn’s book study courses have been an absolute game-changer. I’ve completed three of her courses so far, and each one has offered a unique opportunity to earn continuing education credits while engaging in deep, thoughtful conversations with fellow professionals. What makes these courses truly special is the chance to connect with peers from all across the country and from all corners of the financial services profession — planners, counselors, advisors, and coaches. The variety of experiences and perspectives adds a richness to the discussions that you just don’t find elsewhere. That kind of connection and collaboration is invaluable. What also stands out is how these sessions take powerful, relevant books and tie them directly to the real work we do with clients. The insights I’ve gained have not only sharpened my technical skills, but also broadened my perspective on financial behavior, communication, and planning strategies. Andi’s passion for helping advisors grow is evident in every session. She creates a space where learning, vulnerability, and connection go hand in hand — and that’s rare.

    Justin Chastain, CFP®, ChFC®, CRC®iption goes here

  • Let’s Build Something Great—Together.

    Ready to grow with guidance and purpose? Coaching Capability is your professional home.

    WORK WITH ME