Best Financial Coaching Experts

Experienced Treasury Specialist with a demonstrated history of working in the telecommunications industry. Strong finance professional skilled in Cash Flow, Letters of Credit, SAP Products, Cash Flow Management, and Cash Collection.

Louise Love is an ICF-credentialed, IFS-informed financial coach specializing in serving therapists and other helping professionals. With over six years of volunteer experience in bereavement and hospice support, combined with advanced training in Internal Family Systems (IFS), she brings a uniquely trauma-informed approach to financial coaching that bridges emotional health and practical money management. Louise holds certifications as a YNAB-certified financial coach and is completing advanced training through the Financial Coach Academy, where she has focused on developing sustainable, non-shaming approaches to financial wellness. Her expertise spans debt payoff strategies, investment planning, emotional regulation around money, and helping high-earning professionals move from financial avoidance to confident, values-based decision-making. Currently pursuing her Master's degree in Counseling Psychology (LMFT/LPCC track), Louise uniquely understands the financial and emotional challenges facing mental health professionals. She specializes in helping therapists and coaches address inherited money patterns, separate financial identity from family expectations, and build sustainable wealth while maintaining work-life balance. Her approach combines three core competencies: financial expertise, emotional intelligence, and deep knowledge of the therapy and helping professions. Louise has helped dozens of therapists move from anxiety and avoidance around money to clarity, confidence, and actionable financial plans. Louise is frequently asked to speak about money trauma, the psychology of financial avoidance, and sustainable wealth-building for service-oriented professionals. She's based in the San Francisco Bay Area and works with clients virtually and locally.

After 15 years managing budgets in the government sector, I became a financial coach because I saw too many people struggling with their money. Now I help individuals and couples nearing or navigating retirement build money systems that remove uncertainty—focusing on intentional spending rather than endless restriction. Over my 15-year accounting career, I managed budgets, served as a fractional CFO, and wrote and managed grants. This experience taught me to translate financial complexity for different audiences. Whether explaining budget implications to executives or breaking down grant requirements for program staff, I learned that the same numbers can be presented dozens of ways depending on who needs to understand them. I bring that adaptability to my coaching practice today. I also served on an advisory board for a local shelter, where I helped fellow board members navigate financial decisions, understand budget scenarios, and evaluate alternatives during challenging times. For the past four years as a financial coach, I've combined this practical financial expertise with a focus on what actually works for real people building systems that create clarity and confidence rather than stress and restriction.

I'm Stacy, a compassionate financial coach with a deep understanding of the challenges faced by parents who have a child with a disability. With a background in special education and a passion for empowering families, I am here to help you navigate the financial complexities and find peace and empowerment in your journey.As a parent, you may often feel overwhelmed and uncertain about the financial implications of raising a child with a disability. I understand your unique circumstances you face, and I am dedicated to providing the guidance and support you need to regain control of your finances and create a brighter future for your family.Together, we will navigate the financial challenges, reduce stress, and empower you to make informed decisions about your family's financial future .I am truly passionate about supporting parents like you on your financial journey. DM me to start the conversation.

Hi, I’m Carolina Valderrama-Baker, the founder of Carval Financial Wellness. Before starting Carval Financial Wellness, I spent 15 years at Freddie Mac, where I trained professionals nationwide, developed financial education programs in English and Spanish, and partnered with lenders, nonprofits, and real estate companies to support first-time homebuyers and expand access to financial education. My work also included national advocacy - appointed by the U.S. Department of the Treasury - appearing on radio and TV to help families during the foreclosure crisis and promoting programs that made homeownership and financial knowledge more accessible. During my tenure at Freddie Mac, I received many accolades and in 2024, I was honored to receive the Latina of Influence Award by Hispanic Lifestyle for my work in the community and excellence in service. My inspiration for starting Carval Financial Wellness comes from a lifelong passion for teaching personal finance and witnessing how deeply money impacts people’s confidence, stress levels, and overall well-being. Even with a strong educational foundation in my own family, I saw early on that financial education is not universal—and that so many people, regardless of background, simply never receive the guidance they need to feel secure and empowered with their money. Throughout my career, the moments that fulfilled me most were the ones spent teaching, simplifying complex topics, and helping someone realize they could take control of their finances. Over the years, I became driven to create a space where financial wellness felt personal, compassionate, and accessible. That passion is what led me to launch Carval: a mission-driven business where I combine expertise, education, and empathy to help people reduce stress, build confidence, and transform their financial lives. Today, I bring all of that experience into my coaching - helping individuals, families, and employees reduce financial stress, make informed decisions, and achieve financial stability and success. By combining expertise, empathy, and cultural understanding, I guide my clients toward lasting financial well-being.

Money coach and wealth strategist with nearly a decade of experience helping high earners build wealth intentionally. Co-creator of the Financial Coaching Toolkits, former Financial Coach Academy mentor, podcast guest host, and speaker.

Financial Counselor at Birch Community Services. BCS is a program that provides food for families that are going through a financial hardship and pairs it with financial literacy. The families go through a personal finance course and meet 1x1 with a Financial Counselor throughout their time in the program.

Hi! I'm Jewlz The Budget Nerd and I'm on a mission to uncover why we do what we do with our money. Armed with an Economics degree and a rebellion against debt, I'll show you a new way to eliminate financial stress from your life. From unraveling the mysteries of impulse purchases to mastering the art of income maximization, I'm your go-to guru for financial empowerment. I practice what I teach. I walk the walk, talk the talk. A debt rebel at heart, I'm living proof that financial freedom is more than a dream – it's a reality waiting for you. With a knack for creating financial margins and a love for turning jargon into relatable tales, I'm here to make personal finance not just understandable but downright fun. Join me on the journey to financial clarity, where every budget is a work of art based on your values and every dollar has a purpose! How are your finances causing stress in your life? DM me...let's chart a new way to live! #personalbudgeting #personalfinance #budgeting #moneymindset #financialfreedom #financialempowerment

Vignesh Sivagnanam, known as Vig, is The UK Money Coach. He believes money should be a tool to help people live well, not a source of ongoing stress or confusion. He coaches individuals and couples to feel more in control of their finances, become more intentional with their spending, and build plans that reflect their values and priorities. Alongside his coaching work, he brings over 18 years of experience in financial services, transformation and change leadership. His approach combines financial education, mindset coaching and practical planning, but does not include regulated financial or investment advice.

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

Annette has diverse work experience spanning various roles and industries. Annette currently works as the Senior Director of Human Resources at Swisher, where they are responsible for overseeing HR operations and implementing solutions for HR transactions and service delivery processes. Annette has also managed recruitment, staffing, employee training, and development programs. As a champion for leadership development, financial fitness, and effective communication Annette's aim is to form and maintain cohesive relationships and lifelong learning opportunities. Specialties: Financial Coaching, Recruitment, Compensation, Employment Law, Unionized Workforces, Benefits

When you think about money, how does it make you feel? Safe? Loved? Secure? Nervous? Anxious? Insignificant? Likely, it's a combination of emotions. Financial wellness is top-of-mind right now — or at least it should be. I work directly with globally renowned companies to provide customized, hands-on workshops for their employees, keynote speeches, bylined content, and consulting. Additionally, I provide private coaching services for individuals, couples, and families. We all have a relationship with money, which may even be a secretive one that we opt not to talk about with others. I am here to guide you in reshaping your emotions and relationship with money to help improve your life at home and at work. Let’s work together and explore your emotional relationship with money, which can reduce your anxiety, stress, and depression, while improving your overall health and well-being. Proud member of the Financial Therapy Association. Certified Financial Therapist CFT-I .

I help women, young professionals, and growing families achieve financial independence through clear, strategic planning that considers tax, estate, and investment decisions so they can make informed choices and build lasting stability. My role is part guide, part partner. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® professional, I combine structured, values-based strategies with compassion and education, helping clients understand not just what to do, but why it matters. Knowledge creates confidence, and confidence leads to better decisions that last. Financial independence isn’t one-size-fits-all. For some, it means building wealth through tax-aware investing. For others, it’s protecting family through thoughtful estate planning, or regaining control after major life changes. My approach brings all the pieces together, ensuring your plan reflects your values, goals, and vision for the future. I frequently collaborate with accountants and attorneys to help clients develop integrated, well-aligned strategies. Clients appreciate my relationship-based approach, open communication, and the safe, judgment-free space to ask questions. Together, we simplify complex decisions and create strategies that lead to lasting progress and clarity. At WiseOak Wealth, financial planning isn’t just about managing assets. It’s about creating freedom, stability, and direction in the life you’re building.

You don’t have a money problem. You have a relationship problem. If you are already a high-earning woman, you don’t need more money to fix your anxiety, you need a better relationship with the money you have. My mission is to empower high-achieving women towards financial and emotional intelligence through money mindset shift, behavioral financial planning, and somatic breathwork healing. It's time for a new approach. By refining your communication and relationship with your money, you can truly enjoy the freedom you've earned. #financialtherapy #financialplanning #moneymindset #wealthbuilding #financialcoach

Annette has diverse work experience spanning various roles and industries. Annette currently works as the Senior Director of Human Resources at Swisher, where they are responsible for overseeing HR operations and implementing solutions for HR transactions and service delivery processes. Annette has also managed recruitment, staffing, employee training, and development programs. As a champion for leadership development, financial fitness, and effective communication Annette's aim is to form and maintain cohesive relationships and lifelong learning opportunities.Specialties: Financial Coaching, Recruitment, Compensation, Employment Law, Unionized Workforces, Benefits

Diksha Chawla is a Finance Educator and Founder of FinLecture (finlecture.in), a financial education platform helping salaried professionals in India understand income tax, ITR filing, and personal finance. With an MBA in Finance and 7 years of experience, she simplifies complex tax concepts into practical, example-driven guidance covering income tax planning, HRA exemption, Section 80C, old vs new tax regime, and the new Income Tax Act 2025 transition.

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

Sharita is a certified financial consultant and small business advisor who helps women entrepreneurs manage their personal and business finances, create consistent cashflow, and gain access to capital. She is passionate about empowering and educating her clients to achieve their financial goals and wellness.With over ten years of experience, Sharita has collaborated with various educational institutions, municipalities, and organizations, such as the University of Houston, Fulton County, and the U.S. Department of State, to deliver impactful financial literacy programs and workshops. She has also been recognized as the 2020 National Financial Educator of the Year and received two Texas Proclamations for her work. Sharita is a regular contributor to major publications and media outlets, and a proud alumna of the Goldman Sachs 10,000 Small Business Program.

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.