Best financial coaches
The 25 best financial coaches, ranked by client ratings, credentials, experience and specialization. Most charge $75 to $200 an hour.
Key numbers
- 25 financial coaches ranked.
- Ranked by client ratings, credentials, experience and specialization.
- Most financial coaches charge $75 to $200 an hour.
The 25 best financial coaches
- Albert Lee, AI for finance coach for senior finance professionals and CFOs. He learned AI workflows by automating finance reports himself, including pulling ERP data into Excel with a Python connector.
- Benjamin Taragin, Personal finance coach for budgeting, debt, and couples money. He pairs a finance and consulting background with a focus on how money affects relationships.
- Elizaveta Shafir, Personal finance coach for women and families in California. She built her money approach from her own experience as an immigrant, parent, grad student and divorcee working in tech.
- David Nestor, Financial coach in Philadelphia for clearer money decisions. He brings more than 11 years of corporate strategy and consulting experience to personal money decisions, with a focus on tradeoffs over rules of thumb.
- Jamie Ehrenthal, Money confidence coach and financial planner for women. Jamie is a certified life coach who is also a CFP® financial planner and divorce financial analyst with 30 years in private banking.
- Chris Masloski, Money, life and health coach in Chicago, Illinois. A former options trading analyst who now day trades and coaches on money, life and health.
- Claire Coleman, Money coach for high earners, focused on debt and savings. Holds both a money coach certification and a financial counselor accreditation, so she covers money beliefs and practical money steps.
- Madeleine Strasburg, Financial and life coach for women, in English and Portuguese. Builds her coaching around the split second when emotion takes over money decisions, using a five-level momentum scale.
- Sarah Hinshaw, Money and business coach in Berne, Indiana, working online. She paid off $178,000 of her own debt in 34 months and now coaches others through debt and business finances.
- Megan Tong, Money and life coach helping clients master money and build wealth. A CPA and former co-founder of a company sold in 2018 who coaches clients on money mindset.
- Donna Williams, Financial and debt coach for women in Missouri. She is a licensed financial planner and certified Christian coach with over 25 years in finance, so she combines money planning with faith-based principles.
- Yana Gusakova, Life, money and career coach in New York. She is a former UBS Director who advised ultra-wealthy clients and now coaches on both money habits and life direction.
- Germaine Foley, Money coach helping high-earning women keep more and build wealth. She paid off over $200k in debt herself and teaches women to build wealth without giving up spending on things they enjoy.
- Kanwaljit (Sunny) Kochar, Debt and financial coach for Canadians in Guelph, Ontario. Built his own Hexavisionary Framework from a project management and business analysis background and offers the mentorship at no cost.
- Louise Love, Budget and accountability coach for professionals, retirees and small business owners. She is a YNAB certified budget coach who speaks directly to therapists and other helping professionals who struggle with their own finances.
- Liz Carroll, Financial and life coach for high-performing women in Oregon. She is a certified financial coach who retired early from corporate IT sales and also teaches yoga and meditation.
- Amanda Brink, Financial coach for professionals and small business owners. Amanda builds a custom financial system for each client instead of fitting them into a fixed framework, after 20 years of studying financial methods.
- Eric Hout, Budget and debt coach for individuals and couples.
- Shelly Rees, Divorce financial coach for individuals in Washington State. She is a certified divorce coach and a Certified Divorce Financial Analyst who focuses on Washington State divorces.
- Tammy Shweiger, Mindful money coach for women in Connecticut. She is a CPA and registered yoga teacher who brings accounting skills and mindfulness into money coaching.
- Tarlie Francis, Financial and master life coach in Saint Kitts and Nevis. A former stock exchange operations manager who coaches on money, life, and faith, and is also a Catholic Deacon.
- Anna Orenstein-Cardona, Financial coach for individuals and dual citizens in the USA and UK. She is a former trading floor professional who coaches dual citizens of the USA and UK on money, with a view of regulation, tax and markets in both countries.
- Elisa Chiang, Life and money coach for physicians seeking financial independence. She is a practicing-trained surgeon who coaches other physicians on money and life after her own burnout.
- Kristen Donnellan, Catholic budgeting and mindset coach for moms. He combines certified YNAB budgeting coaching with Catholic faith-based mindset coaching for moms.
- Meaghan J Smith, Money mindset and life coach for women. Meaghan combines money mindset work with life goal coaching in one 6 month program built on a 4 pillar method.
Compare them
Albert Lee
Albert Lee is a coach who teaches senior finance professionals how to use AI in their daily work. He is a CPA and former PwC team member with 12 years in finance. He has coached more than 200 CFOs and senior finance leaders on AI. He has also delivered AI training to AllianzGI and CFA Society. He also runs Axiom FP&A, which builds AI workflows for finance teams.
Benjamin Taragin
Benjamin Taragin is a personal finance coach who helps individuals, couples, and families take control of their money. He comes from a background in finance and consulting. He has worked with over 100 clients on budgets, debt payoff, and emergency savings. He also looks at how money affects relationships, so his sessions cover communication, habits, and shared goals as well as numbers.
Elizaveta Shafir
Elizaveta Shafir is a personal finance coach who helps women, mothers, immigrants and their families build clear, steady money habits. She is the founder of Intentional Money and an AFC candidate. She spent six years in Google Supply Chain and earned two promotions. She studied at MIT and has worked with 10+ personal finance clients. Her work covers cash flow, money mindset, family finances and long-term wealth.
David Nestor
David Nestor is a financial coach based in Philadelphia. He helps people make clearer money decisions and decide what to do next. Before coaching, he spent more than 11 years in strategy, commercial leadership and general management at large corporations and consulting firms. He holds an MBA from the Tuck School of Business at Dartmouth. He looks at goals, time horizon, risk and tradeoffs together, not just rules of thumb.
Jamie Ehrenthal
Jamie Ehrenthal is a money confidence coach who helps women take control of their finances. Jamie has over 15 years of life coaching experience and a 30-year career in private banking and investments. Jamie is a certified financial planner and a certified divorce financial analyst. Jamie's clients learn to see what they have, cut overspending, and build a simple plan for the future. Jamie also teaches women to work through money shame and money trauma.
Chris Masloski
Chris Masloski is a money, life and health coach in Chicago, Illinois. He helps people learn about investing, financial planning and their mindset around money. He is a former analyst at SpiderRock Advisors, an options trading firm, and he now day trades and makes content on TikTok. He opens some sessions with a short meditation to help clients focus. He also holds clients accountable for the goals they set.
Claire Coleman
Claire Coleman is a money coach who helps people pay off debt, build savings, and change how they think and feel about money. She holds two credentials, Certified Money Coach and Accredited Financial Counselor. Over the last 6 years she has worked with more than 200 people. She builds each plan around the client's values, habits, and daily life instead of using generic budgets. She also works on the beliefs behind money choices.
Madeleine Strasburg
Madeleine Strasburg is a financial and life coach who helps women change how they act with money. Her work focuses on the moment when emotion takes over before logic can respond. She teaches a three-step path: Define a financial future, work on money markers, and build momentum. She has spoken at the BYU Women's Conference and the GEAR UP West national conference. She also chairs the Women in Business initiative at the Brazilian American Chamber of Commerce of Utah.
Sarah Hinshaw
Sarah Hinshaw is a money and business coach in Berne, Indiana. She helps individuals, couples and small business owners pay off debt, simplify their finances and grow. She paid off $178,000 of her own debt in 34 months. She has coached for 7 years. In 2025, her clients paid off over $500,000 in debt, and some kept their homes out of foreclosure. All sessions run by Zoom.
Megan Tong
Megan Tong is a money and life coach who helps clients master money and build the life they want. She is a CPA, CA and a certified life and money mindset coach. She co-founded Kanga, a Toronto meat pie company, and sold it in 2018. She also worked as a financial planner with dozens of people. She focuses on how clients think about money, not only budgets and spreadsheets.
Donna Williams
Donna Williams is a financial and debt coach who helps women build wealth and get out of debt. She runs dCosette Financial Coaching in Missouri. She holds a Christian coaching certification and is a licensed financial planner. She brings over 25 years in the financial community to her coaching. She mixes practical money plans with faith-based principles. She has also taught wealth building to church employees and worked with small business owners on investing.
Yana Gusakova
Yana Gusakova is a life, money and career coach in New York. She helps mid- to executive-level professionals who feel stuck in their careers, feel underpaid, or struggle to turn income into financial security. Before coaching, she spent 17 years at global investment banks in Zurich and London, advising some of the wealthiest people in the world. She works on both the emotional side and the practical side of money and career choices.
Germaine Foley
Germaine Foley is a money coach who helps high-earning women take control of their spending and build wealth. She does not ask clients to give up travel or shopping. She paid off over $200k in debt herself while earning 6 figures in a corporate job. She built a signature process from that experience. She offers private coaching over six months, a free mini training, and a Stop Overspending course.
Kanwaljit (Sunny) Kochar
Kanwaljit (Sunny) Kochar is a debt and financial coach in Guelph, Ontario. He helps Canadian families, business owners and pre-retirees plan for retirement, get out of debt and build wealth. He leads the Hexavision team and has spent over 30 years running privately held businesses. He is a licensed broker and advisor in four provinces. He created the Hexavisionary Framework and offers his mentorship at no cost.
Louise Love
Louise Love is a budget and accountability coach who helps professionals bring order to their money. She also coaches retirees, small business owners, self-employed people, college grads and young professionals. She is a YNAB Certified Budget and Personal Finance Coach. She pairs practical money strategies with work on the mindset and emotional habits that make money stressful. She has a special focus on therapists whose income is uneven and whose finances feel messy.
Liz Carroll
Liz Carroll is a financial coach and life coach who helps high-performing women build wealth with more calm and clarity. She reached financial independence and retired early from a corporate IT sales career. Now she blends money strategy with mindset work and mindfulness. She wrote the book Rich & Radiant and speaks at events. She also teaches a system called the Mindful Money Method and works from Oregon.
Amanda Brink
Amanda Brink is a financial coach who helps people who earn good money but still feel stressed about it. She works with individuals, couples and small business owners. She calls herself a financial architect and builds a custom money system around each client's life and business. She has studied and tried almost every financial framework over 20 years. Every client starts with a Financial Breakthrough Session before choosing one-on-one coaching.
Eric Hout
Eric Hout is a budget and debt coach who helps individuals and couples get control of their money. He is a YNAB Certified Coach and owns New Trajectories LLC. He builds budgets with clients and helps them pay down debt and save.
Shelly Rees
Shelly Rees is a divorce coach and financial coach who helps individuals handle the money side of separation and divorce. She is a Certified Divorce Financial Analyst and a certified divorce coach. She has guided 75 clients through divorce. Her practice is based in Port Townsend, Washington, and she has state-specific knowledge of Washington divorces in all 39 counties. She works with one spouse at a time, not with couples.
Tammy Shweiger
Tammy Shweiger is a money coach in Connecticut who helps women take control of their money. She blends mindfulness with personal finance and works with individuals and couples. Before coaching, she spent a decade as an auditor and corporate accountant. She is also a yoga and meditation teacher. She acts as a guide and accountability partner, and helps clients understand old money patterns and change their behavior.
Tarlie Francis
Tarlie Francis is a financial coach and certified master life coach who helps people with retirement planning and personal money management. Tarlie spent 11 years as Senior Manager of Operations at a stock exchange in Saint Kitts and Nevis before retiring early in March 2020. Tarlie has also written a book on personal finance and two e-books on workplace stress. Tarlie is a Catholic Deacon and brings faith into some of the work.
Anna Orenstein-Cardona
Anna Orenstein-Cardona is a financial coach and investment coach who helps individuals build wealth and reach their money goals. She spent more than two decades on trading floors in the USA and Europe before founding Wear Your Money Crown in 2020. She works between the USA and the UK, and she helps dual citizens with regulatory, tax and financial markets questions. She also runs financial wellness programs for organizations.
Elisa Chiang
Elisa Chiang is a life and money coach who helps physicians reach their financial goals while enjoying their lives. She is also a board-certified ophthalmologist and a fellowship-trained oculoplastic surgeon. She felt burnout in her first five years of practice, and that shaped her coaching. She uses a 4 step framework called GROW. She also offers a free Financial Independence Workbook made for physicians.
Kristen Donnellan
Kristen Donnellan is a Catholic budgeting and mindset coach. He helps people get their spending on track and build a plan for their money. He also coaches moms of young children on self-doubt and daily stress. Kristen is a certified YNAB budgeting coach and a former high school Spanish teacher. He ties his work to faith and being a good steward of money. He offers one-on-one sessions and ongoing text and email support.
Meaghan J Smith
Meaghan J Smith is a money mindset and life coach for women. She helps clients change how they think about money and reach their life goals. She is a certified life coach and hosts the Money Mindful podcast. Her main offer is a 6 month private program with weekly calls. She teaches a 4 pillar method for setting goals. Her clients include business owners who raised prices, signed more clients and paid down debt.
Common questions
Who are the best financial coaches?
The top financial coaches are Albert Lee, Benjamin Taragin and Elizaveta Shafir, ranked by client ratings, credentials, experience and specialization.
How much do the best financial coaches charge?
Most financial coaches charge $75 to $200 an hour.
More on financial coaches
Last updated September 2026.