Financial Coaching Resources
Resources, tools, and services we use (and trust) to run our financial coaching business
Financial coaches are always looking for tools, resources, and software to help manage and level up their business. We’re often asked what we use. This page is a handy reference to those resources that we simply cannot live without. You’ll find a mix of free software and paid tools. None of these recommendations are sponsored (although we may use an affiliate link). We list them simply because we love them, and we hope they can help you and your financial coaching business.
We will update this page as we discover tools and find newer or better resources, so consider checking back for updates. Or you can explore the free resources we offer for financial coaches here.
SiteGround powers our websites. It is our website host, domain name provider, and occasional website tech support.
Best Used For: Business Management, Tech Tools
Jotform is an easy-to-use online form builder for every business. We use it for all our forms, registrations, contracts and agreements, surveys and questionnaires.
Best Used For: Productivity, Clients, Business management
Acuity Scheduling allows your clients to book your time online, without the back and forth that comes with scheduling via email. Send reminder emails & text reminders all with Acuity!
Best Used For: Productivity, Clients, Business Management
ActiveCampaign is our CRM (Customer Relationship Manager). We use it to send emails, automate messages, track clients by category and create an organized pipeline.
Best Used For: Clients, Business Management, Marketing, Email Nurturing, Organization
Thrivecart helps you grow income from your existing traffic with high-converting cart pages, funnels, affiliate campaigns and more. Their cart pages allow you to easily create one-click upsell funnels, bump offers, trials, subscriptions and much more.
Best Used For: Business Management, Tech Tools
Protecting your business whether you’re making six hundred dollars, six figures or multi-millions is essential. Contracts are THE foundation of your business. And legal templates are a great way to get your coaching business protected from the start. Save 10% on any contracts or bundles using code FCA10
Best Used For: Clients, Business Management
Zoom is an amazing tool for virtual meetings! The free version allows unlimited one-to-one meetings. For meetings with more people, simply upgrade to the $15/month option. We use Zoom for all client meetings, team/staff meetings and our online programs. They have a great app too so clients and team members can join from anywhere.
Best Used For: Business Management, Tech Tools, Clients, Productivity
With Hello Audio you can create a private audio feed to share with your leads, clients, and customers — using the audio from videos you’ve already created and/or recording fresh new audio tracks. You can set up a private audio feed in a matter of minutes.
Hello Audio allows you to form a deeper connection with your customers through the power of your voice wherever they are in the world.
Best Used For: Productivity, Clients, Marketing
Say goodbye to frantic note-taking during calls! Fathom is an AI-powered meeting assistant that records, transcribes, and summarizes your Zoom and Google Meet conversations in real time. It even highlights key moments so you can focus on the discussion instead of scrambling to take notes. We love how it streamlines follow-ups and keeps everything organized.
Best Used For: Clients, Business Management, Tech Tools, Organization, Productivity