Financial coaching

Best financial coaching professionals

Browse top-rated financial coaching professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

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Top financial coaching professionals

B

Bernette Sherman

1-Thing Way Strategy Session

Strategy Session(PLEASE COMPLETE THE ENGAGEMENT TYPE QUIZ BEFORE BOOKING)In this action oriented 1-to-1 strategy session we move you towards that primary goal that would give you the greatest impact and results. This session can be on any topic and can be especially helpful for specific areas I have expertise in, including financial goals, wellness (nutrition, mindful eating, and flexible fasting), self-publishing, and general goals.Using my 1-Thing Way framework and the most pressing result you...

Starting at

$150.00

D

Debbie Omolola

🌟 Investing Masterclass Part 2- Wall Foundation Edition! 🌟

Are you new to the investing game and feeling a bit lost? Don't worry, I've got you covered! 🌟Learn all you need to know about investing and kickstart your journey to financial success! The Masterclass promises to be fun and informative, I'll be guiding you through the basics of investing step by step and safely with full awareness of dos, don'ts, and musts!🎓 Masterclass objectives:📊 Introduce investing concepts 🔍 Understand the different types of investments (stocks, bonds, mutual funds, an...

Starting at

Free

A

Adriano Valente Rocha

[VR Garantia & Crédito] Vamos falar de consórcio auto!

Parabéns por escolher o caminho inteligente. Você está a um passo de descobrir como proteger o seu dinheiro contra os juros abusivos dos bancos.Nesta conversa estratégica de 25 minutos, vou desenhar um plano sob medida para o seu próximo veículo (ou frota), mostrando os números exatos de como: ✅ Acessar um crédito de R$ 100 mil pagando uma parcela reduzida de apenas R$ 667,80. ✅ Usar até 40% da própria carta como lance para acelerar as chaves, sem tirar um centavo do bolso. ✅ Proteger o seu c...

Starting at

Free

A

Alexia Kitoko

Sip, Play & Talk Money - Women’s Money Game Night or The Ultimate Women’s Finance Game Night ✨

Welcome to the Financial Glow-Up Game Night ✨A fun, interactive and judgment-free 2-hour experience designed for women who want to learn about money while having an amazing time with friends.This private experience combines:• financial literacy• interactive games & activities• meaningful conversations• laughs, connection & empowermentPerfect for:• birthdays• girls nights• networking events• bridesmaids weekends• wellness events• women communities• corporate women groupsTopics may includ...

Starting at

CA$649.00

A

Alexia Kitoko

📚 Une heure de coaching financier payante !

Une heure de coaching financier payante afin de commencer ou élever ton parcours financier !✉️ Pour toute question : [email protected] plaisir d’échanger avec toi !Alexia Kitoko - Fondatrice, Conférencière, Contributrice média, Consultante en éducation financière chez 123 Finance

Starting at

CA$249.00

J

Jason Trades

Trading Mastery Journey (12 Sessions)

Take your trading journey to the next level with six personalized, 60-minute sessions designed to give you a complete foundation in both stock market investing and options trading. This package is for ambitious learners who want a clear roadmap, accountability, and hands-on support to build long-term confidence in the markets.Across six sessions, you’ll:Master stock market fundamentals, including chart reading, trend analysis, and portfolio buildingLearn how to trade options step-by-step, from c...

Starting at

$1,800.00

J

Jason Trades

Balanced Trading Path (8 Sessions)

Build both your stock market foundation and options trading skills with this 8-session personalized coaching package. Each 60-minute session combines practical knowledge, step-by-step guidance, and real-world examples so you can confidently navigate the markets and take advantage of new opportunities.In these sessions, you’ll:Strengthen your understanding of stock market fundamentals — from reading charts to spotting trendsLearn the mechanics of options trading, including calls, puts, and income...

Starting at

$1,200.00

J

Jason Trades

Kickstart Package (4 Sessions)

Start your journey toward financial independence with four personalized one-on-one sessions. This package is designed to give you a strong foundation in stock and options trading while allowing enough time to build clarity, confidence, and actionable strategies you can use right away.In these sessions, you’ll:Learn the key principles of stock market basics and options strategiesGet step-by-step guidance tailored to your current level (beginner or growing trader)Walk through real examples so you...

Starting at

$600.00

D

Dr. Howard Polansky, DMD, MBA

20-Minute JV Overview for Dental & Medical Leaders

What this isA brief overview of a straightforward cash-flow method that enables clinicians and practice owners to free up funds without altering daily operations, production goals, or accounts receivable. You’ll see how it works, why peers lean in, and exactly how a referral pathway would run. If it’s not a fit, we’ll say so and part as friends.Who this is forDentists, physicians, and clinical leaders (plus office managers, group admins, or compliance) who want a low-friction value add for colle...

Starting at

Free

A

Aingeal Rose & Ahonu

💫 Is Crypto Trading Right for You?

This short free online meeting with Andres is your chance to connect, ask questions, and explore whether working together aligns with your goals and values. It’s not a commitment—simply an open conversation to see if there’s potential in this for you. During this session, Andres will:Listen carefully to your goals, needs, and concerns.Share how he approaches conscious wealth creation through crypto.Outline how his guidance works over the course of a year.Help you decide if coaching is the right...

Starting at

Free

M

Michelle Berte

Money Reiki II Master Attunement

It's HERE!!!! Thank you Stephanie Brail :)More symbols, more energy, more alignment, more money.Empower yourself and the globe to send and receive the light-filled,spiritual energy of money.Heal and align with the Personal, Tribal and Spiritual energy of money.Learning Money Reiki II gives you the magic to:heal your relationship with money and help money find youattune others so they can heal and money can flow to themgive and receive with alignment and abundance.You can take Level II Master Mon...

Starting at

$200.00

M

Michelle Berte

Money Reiki and more!

Learn Money Reiki channeled by Stephanie Brail (and more!) and learn to have a better relationship with money!Ready to bring to light your personal beliefs about money?Learn different ways of:understandingthinking aboutrelating toaligning withinteracting withgiving and sharing andaligning with yourself and with the energy of money.We will learn how to use Money Reiki to impact your own abundance and the abundance of others.This class will share research, resources, frameworks, meditations and ac...

Starting at

$200.00

M

Miguel Herrera

De Cero a Rico

La asesoría personalizada para diseñar una estrategia de inversión.En esta sesión 1 a 1 analizamos tu situación actual para construir un plan de inversión conforme a tu capital inicial.¿Qué trabajaremos en tu asesoría?✅ Analizaremos tu perfil de riesgo e inversión.✅ Si es necesario armaremos un presupuesto que te permita invertir de manera disciplinada✅ Evaluaremos diferentes formas de invertir.✅ Te ayudare a elegir una estrategia que te permita contruir tu capital.El objetivo es que aprovec...

Starting at

MX$1,200.00

M

Miguel Herrera

Retiro Millonario 💸

La asesoría personalizada para diseñar el retiro que sí quieres vivir.En esta sesión 1 a 1 analizamos tu situación actual para construir un plan de retiro claro, realista y adaptado a tu estilo de vida.No se trata solo de ahorrar “lo que se pueda”, sino de crear una estrategia inteligente para que tu yo del futuro viva con tranquilidad, libertad y dinero.¿Qué trabajaremos en tu asesoría?✅ Revisión de tu esquema actual de retiro (AFORE, PPR, inversiones y ahorro)✅ Diagnóstico de cuánto podrías...

Starting at

MX$1,200.00

L

Lianne Hannaway

Money Coaching | Single Session

One focused 60-minute session on whatever is most pressing — whether your retirement timeline actually holds, how to leave corporate through side income or early retirement, how to structure family support without derailing your own future, or a financial decision you need to pressure-test before you make it.This is a working session, not a discovery call. Come with your question. We'll work through it together.Includes two weeks of follow-up email access after the session.Payment & Cancella...

Starting at

CA$397.00

D

David A Norman SR

Estate Planning Consultation

Join Estate Planning Consultation for a concise, focused session designed to outline the essential documents required for an effective estate plan. You’ll gain a clear understanding of what needs to be prepared and how these components work together to protect assets and ensure your wishes are carried out.In this 60-minute meeting, expect practical guidance, a structured checklist, and next steps to move your planning forward. This session is ideal for identifying gaps, clarifying options, and s...

Starting at

$200.00

T

TheNerryGroup

6 Bespoke Wealth Coaching Sessions

6 Bespoke sessions to go through any or all of the following topics to help you achieve your financial goals;Achieving your Financial Goals Money ManagementDebt ManagementSelf-Employed Tax efficiencyPersonal Mortgages and HousingBuy to Let and Commercial PropertyRetirement PlanningInvestmentsPersonalised 30 day action plan after each session 15 minute accountability call between each session.Cost: £3500

Starting at

£3,500.00

G

GooFeather Enterprises

Unlock your Business Power!

Business Credit is Essential Obtaining business credit can be an important factor in the success and growth of a business. . It provides access to capital, improves cash flow, separates personal and business finances.Ready to unlock the power of business credit? Tradelines are a great way to build up your financial strength and give your small business the edge it needs in today's competitive market. With access to additional capital, you can take risks that you never thought were possible befor...

Starting at

$100.00

G

Ghost

1x1 Strategy Sessions For Non-Members

Our 1x1 Forex Trading Strategy Sessions provide you with straightforward and efficient trading strategies that eliminate any uncertainties. Our approach is applicable to all aspects of Forex trading, and each session lasts 30 minutes.This is a one time fee for individuals who are not members of our community but wish to learn our style of trading. It includes:9 1x1 sessions1 month access to the VIP signals room1 month access to Ghost arrows (our live auto signal machine)Please note that we do no...

Starting at

$750.00

C

Client Success Manager

Personal Credit Analysis $49.99

Personalized Credit Consultation with RoseAllure LouisLooking for expert guidance to navigate your credit journey? Our Personalized Credit Consultation with RoseAllure Louis is here to help you take charge of your financial future.What to Expect:Direct Access to a Credit Pro: You'll have the opportunity to connect one-on-one with RoseAllure Louis, our seasoned credit expert. She's not just any guru; she's been in the credit game for a while and knows the ropes.Tailored Tips and Strategies: Ms. L...

Starting at

$49.99

Frequently asked questions

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Some financial coaching providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for financial coaching providers is 5.0 out of 5.

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