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THE TOP FINANCIAL COACHES
A Financial Coach is a Certified Financial Planner (CFP) who acts as the client’s guide and mentor when making financial decisions. A financial coach doesn’t suggest specific stocks or mutual funds to buy or recommend, but rather helps a client define his financial goals and decide how to achieve them.
A coach guides a client as he explores different options, including alternative investments and insurance policies.
Depending on the specific job, a coach could also be a tax preparer, estate planner, or insurance broker. A Financial Coach is someone who can encourage you in the face of adversity to establish a smarter approach to your finances and work with you to put the correct financial plan into action. A Financial Coach will listen to your concerns and help turn your dreams into a reality.
Each financial coaches, each with their unique style trying to help the clients, and asked them what’s extraordinary about their coaching and what has endorsed their massive success.
Do you think you or a coach that you know deserves to be featured as a top financial coach? If yes, then fill out this form and we will consider your application and get in touch with you for the next steps.
In Brief : The Top Financial Coaches
- Danielle Davis – Danielle Davis, MBA, is a seasoned Accredited Financial Counselor® and the visionary behind MoneyinMatrimony[dot]com, empowering millennial couples to forge financial intimacy and legacy.
- William Moore – Meet Coach William Moore, Founder of William D Moore Consulting and COO of Generational Wealth Zone LLC. With over two decades of experience as a certified credit counselor, strategist, and business credit coach.
- Almo Lubowski – Meet Coach Almo Lubowski, a qualified lawyer, certified financial planner, and fiduciary practitioner who doesn’t just practice in these disciplines but leverages his knowledge to help people carve out a roadmap for the life they envision.
- Amy Hudson – Meet Amy Hudson, an Abundance Coach, Speaker, and the creative mind behind Money Mantra Oracle Cards, based in beautiful British Columbia, Canada. Amy specializes in coaching clients on both the practical and emotional dimensions of money, with a primary focus on budgeting and couples coaching.
- Adri Miller-Heckman – Meet Adri Miller-Heckman, a trailblazer in a male-dominated financial industry. As a globally recognized speaker, author, and consultant, Adri’s humor and real-life experiences inspire and motivate.
- Kristen Ricupero – Meet Kristen Mitchell, a Financial Coach & Profit Advisor dedicated to empowering small business owners, entrepreneurs, and driven professionals in both their business and personal finances.
- Maggie Klokkenga – Meet Maggie Klokkenga, founder of Make a Money Mindshift, a financial coaching and planning firm. As a seasoned professional with over 25 years in the financial services industry.
- Clarissa Moore – Meet Clarissa Moore, renowned as the Budget Queen, who has empowered over 500 women to create budgets saving them over $10,000. Born and raised in New Jersey by a hardworking single mother.
- Jess – Meet Jess Harper, a dedicated coach who specializes in empowering motivated, decisive women.
- Walli – Meet Walli Rodriguez, a self-proclaimed money nerd and financial coach dedicated to transforming lives. Walli’s journey from overspending and compulsive shopping to being debt-free.
- Mandyy Thomas – Meet Mandyy Thomas, your guide to financial confidence and stress-free money management. As an online financial coach and speaker, Mandyy specializes in helping individuals and couples feel confident in their everyday financial decisions.
- Keina – Meet Keina Newell, the founder of Wealth Over Now and a dedicated financial coach. Keina’s passion lies in working with passionate and hardworking single women, guiding them to create clear financial goals for saving.
- Steven L. Stack – The values instilled in a Southern household, where faith, character, stewardship, generosity, and love formed a rich inheritance. Despite modest financial beginnings,
- Kristen – Meet Kristen Bennett, a financial coach and consultant specializing in empowering small business owners and entrepreneurs. Kristen’s expertise extends to both business and personal financial aspects.
- Shilpa Bhaskar Gole – Meet Shilpa Rao, an accomplished professional holding an MBA from the Institute of Rural Management Anand (IRMA) and a degree in Civil Engineering from RVCE, Bangalore.
- Jolie Viguers – Meet Coach Viguers, a specialist in Coaching Confidence for Financial Independence.
- Sierra Roper – Meet Coach Kajabi, the driving force behind empowering knowledge entrepreneurs. Kajabi is an all-in-one platform designed for those who want to turn their expertise into action.
- Vivian Padua – Meet Coach Vivian Santos, a trailblazing Filipina woman in the Financial Coaching industry. Vivian stands out as one of the best, dedicated to empowering Filipinas on their journey to financial success.
Danielle Davis
DANIELLE DAVIS, MBA is an Accredited Financial Counselor® and Founder of MoneyinMatrimony[dot]com, an online community dedicated to teaching millennial couples how to create financial intimacy and build generational wealth. Danielle has been featured in various media platforms including local news, magazines, and multiple podcasts. She has also created multiple written publications. Her latest, entitled “Couples and Currency: A Guided Journal to Help Partners Build Financial Intimacy and Generational Wealth” is now available on Amazon.
What do you do differently or how is your coaching different from others?
Building financial intimacy has 80% to do with mindset and 20% to do with spreadsheets. So, when working with couples, together we focus on improving habits, thoughts and behaviors before jumping into the numbers on a spreadsheet. This has proven to be a very effective strategy and has helped my clients pay off thousands of dollars of debt, while simultaneously building wealth.
What according to you has been the single most important thing that has contributed to your success as a coach?
There are a few things that have contributed to my success as a financial coach. The tools, strategies and knowledge I’ve gathered from my mentors, coaching groups and other associations have been an important part in my journey. However, using my proven system to help couples build financial intimacy has also been critical to my success as a financial coach.
William Moore
Coach William Moore, Founder of William D Moore Consulting and COO of Generational Wealth Zone LLC, is a charismatic speaker and trainer with more than two decades’ of experience as a certified credit counselor, strategist, and business credit coach. Coach Moore’s expertise is helping clients address negative money behaviors and implement sound financial strategies.
His mission is to spread financial literacy amongst his clients by providing them with professional and sound counsel needed to help them get out of financial difficulties and become financially empowered.
What do you do differently or how is your coaching different from others?
I coach my customers on developing a full restoration plan that empowers action and defeats debt. I teach the power of negotiating with creditors, how to read a credit report, how to challenge creditors with errors on their credit report. A big part of my coaching is educating my clients about the credit card industry so they can negotiate and operate on more favorable terms.
What according to you has been the single most important thing that has contributed to your success as a coach?
The single most important thing that has contributed to my success as a coach are the crooked banks and upside down credit system designed to bewilder and confuse the average consumer so they can slide further and further into debt. It wans’t too long ago I was one of the bewildered consumers chasing my tail in debt and making all the wrong financial decisions. When I gained access to the information and obtained my certifications, I dedicated myself to uplift my clients help 5000 families become financially independent.
Almo Lubowski
Almo Lubowski is a qualified lawyer, certified financial planner and fiduciary practitioner who doesn’t practice in any of those disciplines, but who has rather taken this knowledge and experience and applied it in helping people formulate a roadmap for the life they want to live and to have the money that they need to do it.
He wrote an e-book called Is it time to fire your financial advisor? to help people with the basics of starting on this path and his financial coaching takes them further along this journey. He is also a fintech and digital asset investor, assisting in various businesses on a variety of levels with his diverse set of skills.
What do you do differently or how is your coaching different from others?
I assist individuals and start-up businesses understand where they are, where they want to be and what the best financial roadmap is to get there. I use the unique experiences I have gained in legal practice and financial planning practice to bring a creative approach to formulating solutions to challenges being faced by these individuals and businesses. This helps them formulate a plan that works for them and is free of any specific financial product solutions.
What according to you has been the single most important thing that has contributed to your success as a coach?
The single most important thing is the separation of specific financial product solutions from what you need in reaching your financial goals, but rather what is important is the discovery of the relationship you have with money, then an understanding for yourself of what is important to you in life and finally what YOUR own number is for that.
Amy Hudson
Amy Hudson is an Abundance Coach, Speaker and Creator of Money Mantra Oracle Cards, located in British Columbia, Canada. Amy coaches her clients on the practical and emotional aspects of money, focusing primarily on budgeting and couples coaching Amy is passionate about her work and has coached countless clients to increased net worth and financial confidence.
What do you do differently or how is your coaching different from others?
I help clients understand the correlation between their money beliefs and their personal finances. Using a combination of emotional and practical techniques, I help my clients to radically improve their relationship with money. This helps them to increase their net worth, make better choices, communicate more effectively, and reach their full financial potential.
What according to you has been the single most important thing that has contributed to your success as a coach?
The single most important thing is that I like to make money fun. I am a real person. I don’t speak in technical financial jargon; I make money simple and understandable. My coaching comes with no judgement, no shame, just understanding, accountability, simplicity, and most of all, plenty of humour.
Adri Miller-Heckman
Adri Miller-Heckman has gone rogue in a male-dominated industry. As a globally recognized speaker, author, and consultant in the financial industry, her humor and real-life experiences inspire and motivate. Adri transforms old-school thinking by providing a complete business model designed for women’s strengths. As a former advisor and National Training Officer with Smith Barney, her book, Keys to the Ladies Room, transformed the mindset of thousands of advisors.
What do you do differently or how is your coaching different from others?
My unique coaching empowers female financial advisors to fearlessly embrace their authentic selves and leverage their natural strengths as women to create a more successful practice. Women have felt like secondary citizens in the financial world for far too long. Many female advisors feel uninspired and “boxed in” by the traditional model for doing business.
Our proprietary femXadvisor business model leverages women’s strengths, increases their energy, and accelerates success on their terms. femXadvisor started with coaching advisors on marketing to women but evolved into so much more and is a necessary resource for female advisors.
What according to you has been the single most important thing that has contributed to your success as a coach?
My mom has always been my greatest supporter, telling me, “Go for it, Adri!”. I built a successful financial practice raising three young children as a single mother. I carved my path focusing on relationships over prospecting, inspiring instead of selling, and motivating over closing. My desire to empower my female clients and lead other women blossomed. Over time, I coached other women advisors on my authentic approach to success. In 2004, I launched my coaching practice because many women advisors faced the same challenges. I want women to have an easier way to succeed while creating an extraordinary life.
Kristen Ricupero
Kristen is a Financial Coach & Profit Advisor who helps small business owners, entrepreneurs, and driven professionals in both their business & personal finances. She works closely with individuals to simplify money, strengthen financial management skills and implement systems to create stability and maximize profitability used to ultimately build wealth. She is a Master Financial Coach, Certified Profit First Coach, and recipient of the 2021 Pittsburgh Professional Women Influential Leadership Award.
What do you do differently or how is your coaching different from others?
I support small business owners and entrepreneurs with a holistic approach to their money. While I evaluate and address their finances separately, we need to take the overall goals of each into consideration to create the best plan. I teach clients how the business can support and help them build their ideal lifestyle and legacy goals.
What according to you has been the single most important thing that has contributed to your success as a coach?
Investing in myself throughout my career has been instrumental in my success and growth as a coach. One of my first coaches taught me to stop trying to chase all the things and focus on one metric and one system at a time, and to become consistent with it. Thanks to her, I have developed systems in all areas of my business and personal life over time (including money of course!) that have had the compound effect to get me where I am today.
Maggie Klokkenga
Maggie Klokkenga is the founder of Make a Money Mindshift, a financial coaching and planning firm. Maggie helps individuals and couples to reduce their overwhelm and shame with money by sharing with them WHY they’ve made past spending choices, which empowers them to change their current spending patterns and achieve those financial goals they only dreamed about. Maggie is a CFP® and CPA and has been in the financial services industry for over 25 years.
What do you do differently or how is your coaching different from others?
I don’t even ask for numbers until I meet with my clients in the third session. I guide my clients in answering their “whys” first.
My clients and I identify a money script that is no longer serving them, and I create small changes to that money script that they work on weekly until they arrive at a money script that emulates their money aligning with their values.
I meet with my clients weekly and give homework in between each session so that my clients are continuing to keep that awareness top of mind.
What according to you has been the single most important thing that has contributed to your success as a coach?
The single most important thing is holding the space for each prospect and client with openness, safety, and confidentiality. Each of those factors fosters trust, and ultimately my clients know that they can trust me in guiding them to the path where they will achieve their financial goals.
Clarissa Moore
Known as the Budget Queen, Clarissa Moore has helped over 500 women create a budget that has saved them over $10,000. Born in New Jersey and raised by a single mother, Clarissa saw how hard her mother had to work just to put food on the table. She worked 2 jobs and never had the time to enjoy the fruits of her labor. Clarissa knew there had to be a better way. Over the years, she managed to become an expert at budgeting and saving money.
Clarissa entered the world of finance in 2008 when she started at a bank working in their credit card department. There she learned everything she needed to know about credit and debt. In March 2019, she started her blog and coaching business after seeing the need for financial education for struggling single moms. Through 1:1 private coaching and masterclasses, she teaches women from different backgrounds unique money strategies and techniques they can use to properly manage their budget. Backed with her knowledge of human behavior, she empowers her clients to gain more confidence and competence in their finances through techniques that will stick.
Jess
Jess helps motivated, decisive women to dominate their finances to pay off student loans and build a life they love.
Walli
Walli is a self-proclaimed money nerd. She is a financial coach and money mentor who went from overspending and compulsive shopper to being debt-free and building multiple six-figure investment portfolios. After spending her 20s spending every dollar she earned and saving very little she knew she had to start doing something different. The thought of working for the next 30 to 40 years just to survive wasn’t the life she wanted.
After gaining control of her finances and creating a plan, she is on her way to being work-optional before the age of 40! She is a first-generation college graduate, Latina, and daughter of an immigrant. Born and raised in the Bronx, she is the first millionaire in her family.
Mandyy Thomas
Welcome! My name is Mandyy Thomas and I am an online financial coach and speaker. I help individuals and couples to feel confident with how they are managing their everyday finances and to end the stress they feel around money so they can spend more time doing the things they love.
Keina
Keina is the FOUNDER OF WEALTH OVER NOW AND FINANCIAL COACHI. She works with passionate and hardworking single women who need help creating clear financial goals so that they can save more, pay off debt, and stress less about money. She started Wealth Over Now because her role as a financial coach is the perfect intersection of passion and purpose.
I want to bring about generational change, and she truly believes that helping individuals build wealth and change their relationships with money will impact generations. She imagines the relationships that will change because finances will no longer keep you up at night. She imagines the generational shifts that will come because you’ll feel empowered to teach others what you’ve learned. And I imagine you building up a community because you’ll be able to share how you’re achieving your money goals.
Steven L. Stack
I grew up in a Southern household which included my parents, siblings & I. While my parents didn’t come from great financial means, they provided a rich inheritance of faith, character, stewardship, generosity & love that I’m deeply grateful for to this day. Some of the things that I learned from an early age were the importance of giving, living within my means & saving for a rainy day which were the building blocks to me becoming a millionaire at age 31.
A big turning point for me came while in college at Clemson when I realized that I could not save my way to wealth; I had to invest! This set me on a path to discover how to make money work for me with the understanding that I would one day help others do the same. Now here I am almost two decades later having helped so many discover the things I’ve learned along the way!
Kristen
Kristen is a financial coach & consultant who specializes in helping small business owners and entrepreneurs with both their business and personal financial life. She helps to strengthen money management skills, eliminate debt, create cash flow systems to maximize profit, and educate owners and their families on personal finance matters to ultimately build wealth.
Developing specific action plans that are tailored to each client’s needs, values and goals, allows them to live and retire in ways they only thought they could dream of. She believes that it’s nearly impossible for a business owner to completely separate their business and personal life, regardless of entity, and that both need to be running at optimum levels financially to create the ultimate life and financial freedom.
Shilpa Bhaskar Gole
Shilpa holds an MBA from the Institute of Rural Management Anand (IRMA), Gujarat and a graduate degree in Civil Engineering from RVCE, Bangalore. She started her career post-MBA with Dvara Solutions, designing financial products and wealth management solutions for customers in remote rural India. Shilpa is a certified Financial Fitness Coach FFC® and an FPSB™ Investment Planning Specialist. She recently completed a non-credit course offered by Yale University on Financial Markets with Honors.
Jolie Viguers
Viguers helps in Coaching Confidence for Financial Independence.
Sierra Roper
Kajabi is an all-in-one platform for knowledge entrepreneurs who want to turn what they know into what they do. Kajabi provides every tool they need to package their knowledge into profitable online courses, coaching programs, membership sites, and more.
Vivian Padua
Vivian is one of the very few Filipina women Financial Coaches who is one of the best in the Financial Coaching industry.
Vivian’s mantra “Focus on what you want, take action, and the Universe will provide.”
Conclusion
There you have it, you’ve just read about the industry’s top financial coaches.
What has been your biggest takeaway from this?
Let me know in the comment section below.
It’s massively inspiring to see these coaches achieving so much; living a life of abundance and freedom while making a positive contribution in the lives of countless people.
Although apart from getting inspired by them, there is 1 more valuable takeaway you can gain if you simply observe each of these successful coaches.
And this is the secret to unlocking exponential income from your coaching — to treat it as a business.
We Start Coaching Because We Are Passionate. But The Reason Coaches Last Is They Treat It As A Business.
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Our highest-rated course lays the necessary foundations for this for you. This is a paid course but you can register for FREE for a limited time here.
Do you think you or a coach that you know deserves to be featured as a top financial coach? If yes, then fill out this form and we will consider your application and get in touch with you for the next steps.
ABOUT SAI BLACKBYRN
I’m Sai Blackbyrn, better known as “The Coach’s Mentor.” I help Coaches like you establish their business online. My system is simple: close more clients at higher fees. You can take advantage of technology, and use it as a catalyst to grow your coaching business in a matter of weeks; not months, not years. It’s easier than you think.
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