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

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

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

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

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

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

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

best microphone for financial coaching

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

best lighting for financial coaches

We get a lot of compliments on the lighting in our videos! Here’s the lighting most of us use. It has lasted years, the replacement bulbs are inexpensive, and it’s quite easy to use.

Best Used For: 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


A ChatterBoss virtual executive assistant is your right-hand, dedicated resource to run the critical aspects of your business and personal life. ChatterBoss helps busy entrepreneurs stuck in the day-to-day to focus on what moves the needle forward in their business. Save 10% on your onboarding fee with code REFERRAL10

Best Used For: Clients, Business Management, Organization, Productivity