Financial coaches for saving and investing basics
Compare 21 financial coaches who focus on saving and investing basics. Besides saving and investing basics, the most common focus areas are money mindset, budgeting, wealth building and getting out of debt. They most often work with women, professionals and founders and business owners. Most charge $75 to $200 per hour or session.
What financial coaches for saving and investing basics charge
Financial coaches for saving and investing basics to compare
Tick "Compare" on the coaches you like, then message them all at once.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Michelle Tascoe
Michelle Tascoe is a money and finance coach in Los Angeles, California. She helps clients get their personal and business finances on track. She builds budgets with clients, shows them how to pay off debt, and helps them build savings and plan to buy a first home. She also is a certified life coach, so she works on time, career and mindset. Her clients have paid off credit card debt and back taxes.
Maria Johnson
Maria Johnson is a debt coach and financial coach in Michigan. She helps people build a stronger financial future. She offers two services: Financial coaching and daily money management. Clients pick the level of help they need. Some want a few sessions on budgeting and saving. Others want a money manager who handles their daily finances. She holds credit counseling, financial coaching and life coaching certifications.
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.
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.
Shal Ahmed
Shal Ahmed is an equity research coach who also helps people apply to top MBA programs. Shal worked at Morgan Stanley, Merrill Lynch and Goldman Sachs, and was a Vice President on the Growth Equity Team at Goldman Sachs Asset Management. Shal is a CFA Charterholder with an MBA from Harvard. Shal was accepted to Harvard Business School with only two years of work experience. Shal also founded SHALnCO, which teaches women how to invest in the stock market.
Gary Cheung
Gary Cheung is a software engineering and career switch coach. He helps people move into tech and prepare for job interviews. He is a Tech Lead at Salesforce and has worked in tech since 2014. He started with a music degree in 2009 and changed careers 4 times before landing in IT. He has not failed a job interview since 2021. He also coaches on life goals and personal finance.
Vanessa Sommaro
Vanessa Sommaro is a change and money coach. She helps people through small and major shifts in life, career and relationships. She also works with entrepreneurs, investors, middle managers and teams. She founded ChangeCoach and uses the Enneagram as her main tool. She brings 25 years of corporate and small business management and training experience. She has logged over 2,000 coaching hours and holds ICF certification.
Martin Adu-Boahene
Martin Adu-Boahene is a career coach who helps people break into finance and investing. His own background spans venture capital, investment banking and corporate development. He worked on a J.P. Morgan deal advising Popular on the $219.8m sale of EVERTEC shares. He also sat on the Morgan State University Board of Regents as a student member appointed by the Governor of Maryland. He now sits on the advisory council for the university's student-managed investment fund.
Jay Benanav
Jay Benanav runs College Inside Track, an independent college admissions consulting practice in Saint Paul, Minnesota. The practice helps students and parents pick a college that fits academically, socially and financially. It also covers applications, essays, scholarships and financial aid. The practice reports that 97 percent of its students got into at least one of their top 3 choices, and only 4 percent transferred. It has helped hundreds of families.
Greg Cassar
Greg Cassar is the founder of The Collective Mastermind, a business, investing and AI mastermind for Australian entrepreneurs. He works with owners whose businesses make $300K to $20M. Before this, he ran a marketing agency for seven years. Today he runs a portfolio of companies doing up to $2M a month. Members get live intensives, weekly group calls and a look at the investments he buys himself. Entry is by application only.
Simone Johnson-Smith
Simone Johnson-Smith is a life, career and money coach in Alpharetta, Georgia. She helps immigrants, expats, refugees and international students adjust to a new country. She spent more than 15 years in international affairs and served as a U.S. diplomat. She wrote Decoding America and hosts The Immigrant Experience in America podcast, which reaches listeners in over 100 countries. Her clients learn how money systems work in their new home and how to build belonging.
Side by side
| Coach | Focus | Hourly rate range |
|---|---|---|
| Elizaveta Shafir | Budgeting and Money mindset | $110 to $200 an hour |
| Germaine Foley | Budgeting and Getting out of debt | $75 to $150 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 |
| Chris Masloski | Money mindset and Saving and investing basics | $75 to $155 per hour |
| Meaghan J Smith | Money mindset and Getting out of debt | $75 to $150 an hour |
| Merced Fityan | Money mindset and Wealth building | $75 to $150 an hour |
| Tammy Shweiger | Budgeting and Getting out of debt | $75 to $150 an hour |
| Yana Gusakova | Budgeting and Money mindset | $70 to $110 per hour |
| Benjamin Taragin | Budgeting and Getting out of debt | $75 to $150 an hour |
| Michelle Tascoe | Budgeting and Getting out of debt | $75 to $150 an hour |
| Maria Johnson | Budgeting and Getting out of debt | $75 to $150 an hour |
| Elisa Chiang | Money mindset and Wealth building | $75 to $150 an hour |
| Jamie Ehrenthal | Budgeting and Money mindset | $75 to $150 an hour |
| Shal Ahmed | Saving and investing basics | $60 to $160 an hour |
Common questions
How much does a financial coach for saving and investing 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 money mindset, budgeting, wealth building 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.