Financial Coach Resources

Every resource, tool and service 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 join the Financial Coaches Unite Facebook page where you can often find us talking about the programs and tools that help us run our business.

SiteGround powers our websites. It is our website host, domain name provider, and occasional website tech support.

Best Used For: Business Management, Tech Tools

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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

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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

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Strikingly helps you build a website in minutes. Build your brand. Conquer the world. No code or design skills required.

Best Used For: Business Management, Tech Tools

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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

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Thinkific is the course platform we use to host The Financial Coach Academy, the Virtual Pass from the Financial Coaching Symposium as well as all of our client mini-courses.

Best Used For: Tech Tools, Organization

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Workplace Money Coach offers trainings and license options for financial professionals who want to add to their bottom line by creating and delivering financial wellness programs in the workplace.

Best Used For: Business Management, Tech Tools, Training

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Todoist helps keep everything organized in one place. Free up your mental space by getting all those tasks out of your head and onto a list. Added tip: Have it sync with your Google calendar so your list is always front & center!

Best Used For: Business Management, Tech Tools, Productivity, Organization

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Rocketbook provides re-usable notebooks. I use this to take all client and team meeting notes then with the click of a button on the app, I can send those notes to a pre-determined destination such as my inbox, Todoist, Google Drive, my assistant’s inbox, you name it!

Best Used For: Tech Tools, Organization, Clients, Productivity

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Everyone asks us what kind of set up we have because it looks so good! The answer is this camera! It’s amazing and you won’t regret this small investment if you’re doing social media videos or virtual meetings!

Best Used For: Tech Tools

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Here’s the microphone all of us on our team use. I bought mine over 5 years ago and it’s still going strong!

Best Used For: Tech Tools

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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 courses. They have a great app too so clients and team members can join from anywhere.

Best Used For: Business Management, Tech Tools, Clients, Productivity

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Buffer is a social media sharing tool. With multiple brands and dozens of social media accounts, Buffer helps us to streamline posting so we can reach a larger audience quickly!

Best Used For: Tech Tools, Productivity, Marketing

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