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.
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
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