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.

Top financial coaching professionals

Miguel Herrera

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
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Vicky

Vicky

Side Income F.O.C.U.S. Session

Are you ready to take control of your finances and create lasting income using the skills you already have?Whether you're just starting to explore side income ideas, struggling to grow your existing business, or looking to free up more time while still earning, I can help.Create a realistic budget that gives you peace of mind and aligns with your financial goals.Find the perfect income-earning idea that fits your skills and lifestyle.Grow your side income consistently, whether you're just starti...

Starting at
Free
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Miguel Herrera

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
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Independent Wealth & Legacy LLC

Independent Wealth & Legacy LLC

The Compass

Many entrepreneurs know where they want to go but keep losing direction along the way. The Compass is a one-on-one session designed to help you review your progress, identify what's keeping you stuck, and leave with clear next steps and the accountability to follow through. It's the consistent support most business owners never have but always need.

Starting at
$111.00
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Friend Indeed

Friend Indeed

First Session FREE!

Your first FREE session with Friend Indeed!

Starting at
Free
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Independent Wealth & Legacy LLC

Independent Wealth & Legacy LLC

Business Financial Consultation

This session is designed to understand your business, identify what support is needed, and determine the best next step for moving forward with clarity and structure.Support may include areas such as payroll management, financial organization, business plan guidance, and other services based on your needs.https://www.itsindependentwealth.com/payroll-services

Starting at
$75.00
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Independent Wealth & Legacy LLC

Independent Wealth & Legacy LLC

Capital-Ready Business Plan Session

If you’ve been putting off creating a business plan because it feels overwhelming or unnecessary, this session is designed for you.We’ll build a simplified, funding-aligned business plan together focused on clarity, direction, and real execution.You’ll walk away with:A clear understanding of your business modelDefined direction for growthA structured plan you can actually useNo long documents. Just a plan that makes sense.Stop overthinking your business plan, start building it. This is the busin...

Starting at
$199.00
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Independent Wealth & Legacy LLC

Independent Wealth & Legacy LLC

Payroll Consultation

Schedule a consultation to go over your payroll needs, team size, and pay structure to determine the right service for your business.https://www.itsindependentwealth.com/payroll-services

Starting at
$25.00
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Estately Property

Estately Property

12-Week Financial Confidence & Accountability Programme

You are not bad with money.You have likely just never been shown how to structure it properly.This 12-week programme is for people who:• Feel behind or overwhelmed• Avoid looking at their finances• Have debt or tight cashflow• Want retirement clarity but no real plan• Are ready to take responsibilityThis is not theory.This is structured behaviour change.Over 12 weeks we will:Month 1 – Clarity• Map your real income and spending• Identify your financial gap• Remove blind spots• Create immediate br...

Starting at
£1,500.00
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Michelle Berte

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
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Michelle Berte

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
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Clayton Bretey

Clayton Bretey

Learn How To Add Residual Streams of Income

Learn how to add residual streams of income simply by sharing Bill Savings Advocate expense reduction strategies with others.Create additional diversification of income streams and financial stability for future security.Turn Your Relationships Into Recurring IncomeIntroduce businesses to our solution teams and benefit from the activity generated within your network.Turn career experience and relationships into residual incomeHow it works:  Identify a business relationship  Introduce them to us ...

Starting at
Free
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Alexia Kitoko

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
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Adriano Valente Rocha

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
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Tevis Verrett

Tevis Verrett

30 Minute Funding Fact-Finding Meeting

Join us for a 30 Minute Funding Fact-Finding Meeting with Tevis Verrett. In this concise session, you’ll explore potential funding options and understand how we can tailor our support to your needs.What to expect: a focused discussion on your goals, available funding avenues, and actionable next steps. This meeting is designed to clarify options, answer questions, and help you move forward with confidence.

Starting at
Free
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Debbie Omolola

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
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👋🏼 Jody Seibert | Fix Your Accounting

👋🏼 Jody Seibert | Fix Your Accounting

🍪 30-minute Fast Fix Working Meeting

❓You have questions about your bookkeeping, software, workflows, software setup, sales tax, payroll, etc.📅Choose your time and let's get those questions answered.Here's a sample of what we could cover:✍🏼Review accounting software set upPlan/discuss the financial systems for your business.Quickbooks Online or Xero software questionsRecording transactions.Accounting questions (the technical bits).Grant/project tracking.Workflows & integrationsRecording transactionsReports🌐NOTE: Online meet...

Starting at
$135.00
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Julio van Leeuwaarde

Julio van Leeuwaarde

Introduction into forex

Introduction into Forex is a concise, 60-minute session led by Julio van Leeuwaarde. This briefing covers the fundamentals of the foreign exchange market, including key terms, workflow, and essential resources to start your journey with confidence.Attendees will gain a clear overview of how forex trading works, what drives currency movements, and practical next steps to continue learning. This session is ideal for beginners seeking a solid foundation and actionable insights to inform their futur...

Starting at
€197.00
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Estately Property

Estately Property

90-Minute Money Reset

If money feels unclear, stressful, or out of control, this session creates structure fast.In 90 minutes we will:• Map your real monthly income and expenses• Identify whether your gap is positive or negative• Highlight hidden leaks• Prioritise debt correctly• Define a 90-day financial plan• Set 3 measurable targetsYou leave with:• A clear written action plan• A simple tracker• One spending optimisation strategy• One income improvement strategy• Full clarity on your next stepsThis is not a motivat...

Starting at
£299.00
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David A Norman SR

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
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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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