financial coaching

What is Financial Coaching?

Financial coaching helps you plan for your future, change habits that could stop you from reaching your financial goals, and gain confidence in your ability to make informed financial decisions. It’s a collaborative, private, and non-judgmental process between you and your financial coach that empowers you to set and reach your goals.

Unlike financial planners and financial advisors who work closely with you to manage your financial portfolio and make investment decisions in exchange for a commission or fee, financial coaches work with you to educate you, set your goals, create an action plan to reach them, and modify behaviors so you can make your action plan a reality. Your financial coach also holds you accountable and provides support along the way so you can change your habits and achieve your definition of financial success.

How Financial Coaching Helps You

Financial coaches don’t just tell you how to achieve financial freedom. They bridge the gap between providing how-to education and helping you implement lifestyle and behavioral changes to actually get things done. With your coach, you’ll use proven tools and techniques to find your focus and make noticeable progress.

The truth is most people already know how to save money and build wealth. The problem is actually doing it. With a financial coach at your side, you’ll be much more successful in taking action.

Should You Work with a Financial Coach?

If you want to pursue your vision for financial freedom, then working with a financial coach can help tremendously. You’ll learn how to get where you want to be by using the resources you currently have more effectively, and you’ll develop a plan to make it happen. At the same time, your coach will hold you accountable so you stay the course on your path to reach your goals and get what you really want from your money.

A financial coach can help you in many areas of your financial life including:

  • Debt management and restructuring
  • Saving money
  • Developing a budget
  • Analyzing investments
  • Navigating family money issues
  • Retirement planning
  • Estate planning
  • College planning
  • Financial planning
  • And more

For example, if you’re struggling with debt, your financial coach can help you see where you can reduce spending to put more toward your debts. Your coach can help you understand your emotions around money which are keeping you from achieving your financial goals. During your sessions with your coach, you’ll identify and try to modify negative habits and behaviors so your experience with money becomes positive and adds to your overall health and happiness in life.

How to Choose a Financial Coach

Choosing a financial coach starts with looking for a certified coach who has graduated from a highly reputable coaching or university program. Credentials matter, so do your homework and understand where the financial coaches you consider working with got their educations.

Next, it’s a good idea to work with a financial coach who is also a Certified Financial PlannerTM (CFPâ). Having this credential means the coach has completed rigorous education and testing and is required to adhere to the Fiduciary Standard. In other words, the coach must always put his or her clients’ interests first – not their own or their employers’ interests.

Finally, make sure your coach is able to provide unbiased financial advice. You don’t want to work with a financial coach who is focused on selling financial products so he or she will earn a commission.

All of the financial coaches at Wellbeing Coaches are certified coaches and Certified Financial Planners. In addition, some are Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFCâ), and IRS Enrolled Agents. They have years of experience to back up their impressive education and credentials.

Working through our strategic partner, Rooted Planning Group, the financial coaches at Wellbeing Coaches offer unbiased, trustworthy guidance so you can create a better financial future. If you’re ready to change your relationship with money for the better, then follow the link and Talk to a Coach from Wellbeing Coaches right now to learn if financial coaching is right for you.

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Get Started With A Coach — the first call is ONLY $29.99! Book now with the coach of your choice and you’ll have an opportunity to learn more about your coach, share your story, and discuss the areas in your life where you feel stuck or unfulfilled which may benefit from professional coaching.


All information contained on this website are for informational and educational purposes only, and is not intended to be taken as medical or other health advice. You should always seek the advice of your doctor or a qualified medical professional. IN THE CASE OF A MEDICAL EMERGENCY OR SUICIDAL THOUGHTS, IMMEDIATELY CALL 911.

Victoria Craze

Victoria Craze is the co-founder of Wellbeing Coaches. She holds a coaching certification from Wellcoaches School and has coached more than 500 individuals on their journeys to achieving optimal wellbeing. Victoria began her career in the business field and spent three decades working in marketing before becoming trained and certified as a health, wellness, and life coach nearly a decade ago. Prior to founding Wellbeing Coaches, she worked with HMC HealthWorks where she developed new wellness coaching procedures and policies, created new training manuals, and managed a team of coaches. Today, she leads Wellbeing Coaches and continues to coach clients from around the world.

One thought on "What is Financial Coaching?"

  1. Thanks for helping me learn more about financial coaching. It’s good to know that a financial coach can help you reduce your spending so you can put more money to any debts you have. That said, it sounds important to get a coach as soon as you can especially so you can start paying off debts much sooner.

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