Financial coaches for retirement planning basics
Compare 9 financial coaches who focus on retirement planning basics. Besides retirement planning basics, the most common focus areas are budgeting, money mindset, saving and investing basics and getting out of debt. They most often work with professionals, founders and business owners and retirees. Most charge $75 to $200 per hour or session.
What financial coaches for retirement planning basics charge
Financial coaches for retirement planning basics to compare
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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.
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.
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.
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.
Merced Fityan
Merced Fityan is an early retirement coach who helps career professionals build passive income and stop trading time for money. She runs The Financial Freedom School. She spent a decade in a draining job, then studied real estate investing and wealth planning. She used passive income investments to retire at age 40. Her clients work with her one-on-one online in a 6 or 8 week program.
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.
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.
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.
David A Norman SR
David A Norman SR is a financial and accountability coach who helps people with debt, budgeting and money habits. He has worked in personal finance for four years. He runs one-on-one and family counseling sessions and leads groups on career transition. He also teaches retirement planning and tax planning concepts. He holds an MBA in Data Analytics from LSU and is a licensed insurance agent for life, health, accident and disability coverage.
Side by side
| Coach | Focus | Hourly rate range |
|---|---|---|
| Donna Williams | Budgeting and Getting out of debt | $75 to $150 an hour |
| Elizaveta Shafir | Budgeting and Money mindset | $110 to $200 an hour |
| Kanwaljit (Sunny) Kochar | Getting out of debt and Wealth building | $75 to $150 an hour |
| Tarlie Francis | Budgeting and Saving and investing basics | $75 to $150 an hour |
| Merced Fityan | Money mindset and Wealth building | $75 to $150 an hour |
| Amanda Brink | Budgeting and Money mindset | $75 to $150 an hour |
| Benjamin Taragin | Budgeting and Getting out of debt | $75 to $150 an hour |
| Louise Love | Budgeting and Money mindset | $75 to $150 an hour |
| David A Norman SR | Budgeting and Getting out of debt | $75 to $150 an hour |
Common questions
How much does a financial coach for retirement planning basics cost?
Most financial coaches charge $75 to $200 per hour or session.
What else do these financial coaches help with?
Common focus areas include budgeting, money mindset, saving and investing basics and getting out of debt.
Prices and research
- Coaching Packages and Prices: Hourly vs Monthly
- Coaching Rates Per Hour by Coach Type
- Coaching vs Therapy: Cost and Key Differences
- Do Certified Coaches Charge More?
- Executive Functioning Coach Cost
- How Many Coaches Are There?
- How Many Coaching Sessions Do I Need?
Other focus areas
Last updated September 2026.