Take your first step toward
a brighter financial future

Discover a brighter
financial future

Talk to a financial coach today

Do you dream of becoming debt free, growing your income, or investing for a brighter future? It’s time to stop dreaming about financial peace, and start living it. 

Whatever your ambition, we can help you create financial goals and stick to them.

Get started now with a FREE CONSULTATION as well as all the latest tips and tricks for financial well-being, right to your inbox. Take the first step by filling out the form below.

james beckett financial coach

Financial coaching services

debt chart with mounting coins

Debt management

If you're struggling with debt, we're here to help. Our coaches will work with you to develop a debt repayment strategy that fits your budget and lifestyle, helping you pay off debt faster and save money on interest.

We'll put you on the path to becoming debt free.

More about debt coaching >

budgeting sheet and calculator


At Money Stocker, we believe anyone can become wealthy, no matter where you are starting from. We are committed to making investing accessible to all - not just the mega rich.

Passive investing has proven over time to be an effective strategy that truly anyone can follow:

1) It's simple to set up & requires no ongoing work.
2) It's cheap (fees are the enemy in investing).
3) It has performed well historically.

Past performance is no gaurantee of future results. With that said, historically, you can outperform even the professionals over the long term with this winning strategy.

More about investment coaching >

piggy bank with investment going upwards


Trying to budget without the tools and knowledge to do it well can be overwhelming. Especially during these difficult times, it might feel like it is impossible to make ends meet.

We can help you gain a clear understanding of your income, expenses, and cash flow with our budgeting and cash flow management tools. We'll help you identify areas where you can save money, prioritize your spending, and achieve better financial balance.

More about budget coaching >

hands holding mental health

Money mindset

We believe that financial success is about more than just numbers on a balance sheet.

That's why our coaching program takes a holistic approach, addressing not only your financial goals but also your values, beliefs, and behaviors around money.

By helping you develop a healthy relationship with money, we empower you to make smart financial decisions that align with your long-term goals and aspirations.

Money should not be a source of stress, but a tool for success.

More about money mindset coaching >

And so much more...

Financial coaching can address a wide range of needs and goals. Here are some common use cases.

Why choose financial coaching

"64% of Americans wouldn't be able to come up with $1,000 if they needed it in the event of an emergency"
nfcc logo
National Foundation for Credit Counseling
Survey of 2,700 americans (NFCC)
graphic showing all the elements of a personalized financial coaching plan

Personalized to you

We are all in different financial situations. We all have different finance & life goals.

Unlike generic financial advice, our coaching program provides personalized guidance tailored to your unique financial situation, goals, and values. Our coaches take the time to understand your individual circumstances and create a customized plan to help you succeed.

female financial coach on a webinar

Accountability and support

It’s easy to set financial goals, but sticking to them can be challenging. Our coaches provide the accountability and support you need to stay on track. Whether you’re paying off debt, saving for a major purchase, or planning for retirement, our coaches will be there every step of the way to cheer you on and keep you motivated.

male financial coach on a webinar

Expertise and Experience

Our team of experienced financial coaches brings a wealth of expertise and real-world experience to the table. With backgrounds in financial planning, investment management, and personal finance, our coaches have the knowledge and skills to help you navigate even the most complex financial challenges.

woman with outstretched arms by the sea

Transformative Results

The proof is in the pudding. Our coaching program has helped countless individuals and families achieve financial freedom, reduce stress, and create a brighter financial future. Whether you’re looking to get out of debt, build wealth, or achieve financial independence, our coaching program can help you turn your dreams into reality.

Interested? Start with a free consultation

Learn more about money coaching

We have a range of articles to help you understand what financial coaching is, how much it costs, and whether it is worth it. Hint – it is!

woman being coached on a laptop

What Is Financial Coaching?

As a financial coach, it’s strange to me that this essential service is still relatively unknown, undervalued, and misunderstood. Let’s take a peek under the hood of financial coaching.

James Beckett money coach with a roll of dollars in the background

Is A Money Coach Worth It?

As a still relatively new phenomenon, people are rightly questioning whether money coaching is worth the cash. Let’s explore!

One-on-one financial coaching: how it works

Usually, we work with you one-on-one to address your specific financial situation, but it can be in couples or as a family too.

During the initial consultation, you’ll meet with your coach to discuss your financial goals, challenges, and concerns.

Then, your coach will begin to develop a personalized financial plan tailored to your goals and circumstances. They will introduce you to foundational financial concepts and strategies, such as budgeting, debt management, savings, and investing, depending on your needs and objectives.

Your coach will provide ongoing support, guidance, and accountability as you work towards your goals, helping you stay motivated and on track.

This is just a taste of what financial coaching might involve, but no two people are the same, and no two people’s finances are alike. One-on-one financial coaching allows us to tailor a strategy to you.

person calculating at a desk

The cost of financial coaching

Paying for financial coaching may be a tough decision, especially when you are not confident in your current finances. But financial coaching may be the best investment you ever make.

What you will learn through our coaching is that even small changes to your financial habits can add up to life-changing amounts over time. This return-on-investment can make it extremely worthwhile.

The cost of coaching can vary greatly depending on your needs. That’s why we offer a free consultation initially, so you can decide if it’s right for you.

We may charge a flat rate that includes several sessions, or they may an hourly rate for each session. Generally, though, financial coaches will work with you to make recommendations based on your needs.

financial advisor with dollar sign on his back

Financial coach vs. financial advisor

Financial advisors primarily focus on managing a client’s assets on their behalf. Financial coaches on the other hand are focused on helping the client effectively manage their finances on their own.

This is a vastly superior strategy, as for the majority of the population, a financial advisor will not provide a good return on investment. Their fees are simply extortionate for what they deliver.

Indeed, the main difference relevant here is the cost.

For most financial advisors, it’s simply not economical to take on a client unless they can charge over $1,500 (be that in fees or commission). That is the level at which they start to make a profit.

This means that financial advice is simply out of reach for most of the population, which simply isn’t fair. At Money Stocker, our coaching and advice is to help bridge that gap.

Financial freedom is for everyone, not just the super-rich.

remote working pin on map

Financial coaching near me

If you’re looking for a ‘financial coach near me’ on your search engine, know that you need not limit yourself to coaches in your proximity.

Financial coaching can be done virtually from the comfort of your own home, over the phone or a video call. It’s more efficient, it keeps costs lower, and opens up a world of choice.

So don’t limit yourself to the potentially poor choices that happen to be near you. Find a coach that ticks all the boxes by connecting with us. We have a wide range of coaches and can find the right fit for you.

How to find the best financial coaches

When searching for top financial coaches, prioritize expertise, empathy, and accountability. Look for coaches with deep knowledge in personal finance, a supportive attitude, and a proven track record of success.
At Money Stocker, our coaches embody these qualities wholeheartedly. With industry expertise, empathy, and a supportive approach, we create a safe space for clients to explore their financial goals. We are committed to ongoing learning, staying up-to-date with industry trends, and ensuring clients receive accurate guidance.
Most importantly, we coaches provide accountability and encouragement, empowering you, to achieve your financial dreams.
woman studying at home with computer and pad of paper

The importance of financial education

Personal finance is (unfortunately) a complicated subject. Navigating your way to financial security can be overwhelming. That’s largely because our education system does very little to prepare us for a world dominated by money. Financial coaching helps bridge that gap in knowledge.

Coaching is one way to help develop your critical thinking skills. There is so much financial advice out there, it’s hard to know who to trust. At best, it won’t be applicable to your situation. At worst, the advice may be damaging to your finances. Our goal is to give you the tools to navigate the murky world of personal finance.

couple sat watching the sunset

Financial Freedom & Independence

Money stress is something that affects more than half of us every year. It is an awful feeling, affecting your mental health, physical help, sleep, relationships and more.

But it doesn’t have to be that way.

We truly believe anyone can become financially independent and experience the freedom of having a safety net of money in their bank account. More and more people are following the FIRE (Financial Independence Retire Early) movement, as well as other (slightly less extreme!) movements like it. Our coaches can show you what is out there and help you find the right path.

Interested? Start with a free consultation

woman studying on her laptop

How to become a financial coach

Interested in joining the cause? We’re on a mission to improve financial literacy, and we need your help!

Financial coaches provide an invaluable service to thousands of people every day, and that demand is growing. Helping people on their path to financial stability & success is an incredibly rewarding feeling – it never gets old. Financial coaching has become a fantastic career, and it can be done from anywhere in the world.

If you have the financial knowledge & experience needed, and are willing to acquire the necessary certification, you can become a financial coach.

If you’re interested in the certification, get in touch with us and we would be happy to get you started on your journey.

Advertiser Disclosure

We are an independent, advertising-supported service. Our goal is to help you make smarter financial decisions by providing you with interactive tools and financial calculators, publishing original
and objective content, by enabling you to conduct research and compare information for free – so that you can make financial decisions with confidence.

Our articles, interactive tools, and hypothetical examples contain information to help you conduct research but are not intended to serve as investment advice, and we cannot guarantee that this information is applicable or accurate to your personal circumstances. Any estimates based on past performance do not a guarantee future performance, and prior to making any investment you should discuss your specific investment needs or seek advice from a qualified professional.

How We Make Money

The offers that appear on this site are from companies that compensate us. This compensation may impact how and where products appear on this site, including, for example, the order in which they may appear within the listing categories. But this compensation does not influence the information we publish, or the reviews that you see on this site. We do not include the universe of companies or financial offers that may be available to you.

Editorial disclosure

All reviews are prepared by our staff. Opinions expressed are solely those of the reviewer and have not been reviewed or approved by any advertiser. The information, including any rates, terms and fees associated with financial products, presented in the review is accurate as of the date of publication.