Financial Freedom

Financial Coaching Platform

Help clients achieve financial literacy, debt freedom, and wealth building with structured tools for goal tracking, budgeting, and accountability.

Start Free TrialExplore Features
Financial coaching wealth

Tools for Financial Success

Real features that help financial coaches guide clients toward financial freedom and wealth building.

Financial Goal Tracking

Help clients set and track financial goals for debt reduction, savings, investments, and wealth building with visual progress.

Goal tracking for financial objectives
Milestone definition for financial phases
Progress visualization for motivation
Timeline setting with target dates
Regular financial goal reviews

Action Plan Management

Create actionable tasks for budget creation, debt payments, savings contributions, and financial education.

Kanban board for financial action tracking
Priority levels for urgent financial actions
Due dates for payment deadlines
Task templates for common financial activities
Completion tracking for accountability

Financial Assessment Forms

Build custom forms for budget tracking, spending analysis, financial health checks, and progress monitoring.

Form builder with number fields and calculations
Monthly budget review forms
Response analytics for spending patterns
Scoring system for financial health
Conditional logic for personalized assessments

Financial Document Library

Securely share budget templates, investment guides, debt payoff plans, and financial education resources.

Hierarchical folder organization
Secure file sharing with encryption
Permission controls for sensitive documents
Tag system for easy resource finding
Track document views and downloads

Financial Coaching Sessions

Schedule regular financial review sessions, budget check-ins, and planning meetings with calendar integration.

Session types for different financial topics
Recurring sessions for monthly budget reviews
Google Calendar integration
Session preparation notes
Automated session reminders

Progress Analytics

Monitor financial improvement over time with goal achievement tracking and spending pattern analysis.

Goal completion tracking for financial milestones
Task completion patterns for financial habits
Form response trends for budget adherence
Session attendance consistency
Custom financial progress reports

Session Documentation

Document financial insights, recommendations, and action items from coaching sessions with secure summaries.

Rich text session summaries
Template library for financial sessions
Key recommendations and next steps
Privacy controls for financial information
Action item creation from sessions

Client Agreement Management

Document coaching terms, pricing, and payment details. Keep all financial coaching agreements organized.

Client agreement templates
Pricing and payment tracking
Session frequency documentation
Onboarding checklist tracking
Secure contract storage

Financial Coaching Applications

How financial coaches use these tools to transform client finances

Debt Elimination

Create debt payoff goals with milestones. Track monthly payment tasks and monitor progress toward debt-free status.

Retirement Planning

Set long-term savings goals with retirement milestones. Share investment resources and track contribution consistency.

Budget Mastery

Help clients build budgeting habits with monthly tracking forms. Monitor spending patterns and celebrate budget adherence.

Wealth Building

Track multiple financial goals simultaneously: emergency fund, investments, real estate. Monitor overall wealth accumulation.

Transform Financial Futures

Join financial coaches using My Coaching Space to help clients achieve financial freedom and build lasting wealth.

Start Your 30-Day Free TrialView All Coaching Types