Best Financial Coaching Experts

Allison Sanka, AFC®, is the founder of Journey Financial Wellness and an Accredited Financial Counselor®, financial educator, and speaker. She helps individuals, couples, and employees build financial confidence through practical financial education and coaching. After more than 20 years in marketing leadership at Disney, ESPN, Yahoo, and MTV, Allison changed careers following her own journey to pay off $23,000 in credit card debt. Today, she works with private coaching clients and serves as a financial wellbeing coach through an Employee Assistance Program (EAP), helping employees navigate everyday financial challenges. She also develops financial education content and videos for organizations and delivers workshops, webinars, and keynote presentations nationwide. A frequent media source on consumer finance, Allison is known for translating complex financial topics into practical, actionable advice. Her insights have appeared in outlets including The Wall Street Journal and The Week, on topics such as budgeting, credit, debt, student loans, financial stress, and money habits.

Hi, I’m Carolina Valderrama-Baker, the founder of Carval Financial Wellness. Before starting Carval Financial Wellness, I spent 15 years at Freddie Mac, where I trained professionals nationwide, developed financial education programs in English and Spanish, and partnered with lenders, nonprofits, and real estate companies to support first-time homebuyers and expand access to financial education. My work also included national advocacy - appointed by the U.S. Department of the Treasury - appearing on radio and TV to help families during the foreclosure crisis and promoting programs that made homeownership and financial knowledge more accessible. During my tenure at Freddie Mac, I received many accolades and in 2024, I was honored to receive the Latina of Influence Award by Hispanic Lifestyle for my work in the community and excellence in service. My inspiration for starting Carval Financial Wellness comes from a lifelong passion for teaching personal finance and witnessing how deeply money impacts people’s confidence, stress levels, and overall well-being. Even with a strong educational foundation in my own family, I saw early on that financial education is not universal—and that so many people, regardless of background, simply never receive the guidance they need to feel secure and empowered with their money. Throughout my career, the moments that fulfilled me most were the ones spent teaching, simplifying complex topics, and helping someone realize they could take control of their finances. Over the years, I became driven to create a space where financial wellness felt personal, compassionate, and accessible. That passion is what led me to launch Carval: a mission-driven business where I combine expertise, education, and empathy to help people reduce stress, build confidence, and transform their financial lives. Today, I bring all of that experience into my coaching - helping individuals, families, and employees reduce financial stress, make informed decisions, and achieve financial stability and success. By combining expertise, empathy, and cultural understanding, I guide my clients toward lasting financial well-being.

As the CEO and Founder of Crusaders for Change® (C4C), LLC, our team delivers a specialized approach to financial stewardship that focuses on the human heart and the emotional weight of money as much as the numbers. Led by a team of Accredited Financial Counselors®️, we have built a dedicated space where genuine financial healing and long-term freedom are achievable for families from all walks of life. Within the corporate and organizational sector, we developed our signature Financial Wellness Program to directly combat the "silent tax" of financial stress that often plagues the workplace. By addressing these stressors through professional counseling and support, we partner with businesses to improve employee retention, boost productivity, and foster a culture of total well-being. Our commitment to community impact is further realized through our proprietary Community Financial Empowerment Series®, where we offer transformative educational workshops and personalized one-on-one counseling designed to help individuals regain confidence, clarity, and control over their financial futures. We also engage a global audience through the Yahweh’s Money® Podcast, which provides spiritual and practical stewardship guidance, and the Tickle My Money Bone!® platform, which utilizes humor and comedy to demystify complex financial topics and break down the barriers of money-related anxiety. With over two decades of professional experience and a highly decorated history of leadership, our mission remains centered on equipping families and organizations with the tools to transition from financial overwhelm to a future of abundance, resilience, and intentional peace.

Edita Evoyan is a financial coach and business mentor who helps professionals and families make clearer, more confident decisions about money. With a background in architecture and interior design, she brings a unique, systems-based approach to financial strategy: simplifying complexity, building structure, and helping people design plans that align with real life goals. In her work, Edita focuses on practical financial education, retirement planning concepts, risk awareness, and long-term wealth-building habits. She’s known for translating intimidating financial topics into simple language, helping audiences cut through noise, misinformation, and overly technical advice. Edita also mentors and trains aspiring financial professionals on communication, leadership, and building an education-first business with integrity and compliance in mind. She frequently speaks on the mindset shift from employee to owner, creating additional income streams, and building scalable skills without sacrificing family priorities. Media outlets typically feature Edita for approachable commentary on financial confidence, modern wealth habits, retirement planning basics, and the real-world behaviors that drive better outcomes.

Sharita is a certified financial consultant and small business advisor who helps women entrepreneurs manage their personal and business finances, create consistent cashflow, and gain access to capital. She is passionate about empowering and educating her clients to achieve their financial goals and wellness.With over ten years of experience, Sharita has collaborated with various educational institutions, municipalities, and organizations, such as the University of Houston, Fulton County, and the U.S. Department of State, to deliver impactful financial literacy programs and workshops. She has also been recognized as the 2020 National Financial Educator of the Year and received two Texas Proclamations for her work. Sharita is a regular contributor to major publications and media outlets, and a proud alumna of the Goldman Sachs 10,000 Small Business Program.

Are you enjoying a successful career, but still wondering where all the money goes each month? Do you picture yourself retiring comfortably or taking the vacations you've always dreamed of, yet worry your financial reality may fall short?Or are you at a point in life where you’re wondering if your money is truly working for you? Do you ever look at your income and think, “Why doesn’t it feel like enough?” despite years of hard work and financial stability? For many professional women, balancing bills with income doesn’t feel like it should at this stage in life. I understand. I’ve been there myself. After a major life shift, I faced debt, a low credit score, and no safety net. But a practical plan changed my trajectory, and now I’m passionate about helping others do the same. As an Accredited Financial Counselor , I work with women who are ready to take control of their finances & design a plan that works for their unique life. Together, we clarify spending habits, tackle debt, and create a tailored strategy to reach your financial milestones. Whether it's funding retirement, enjoying life more, or gaining the peace of mind you deserve, I support clients who want their finances to reflect the life they desire. *My mission is to empower women to approach money confidently, reframe their financial habits, and build a future where their money is a tool for opportunity and security. For 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝘀, I provide workshops that empower employees to manage their finances confidently, helping them feel supported, valued, and inspired to succeed both personally and professionally as well as enhancing productivity and satisfaction as they learn to achieve their financial goals.𝗖𝗢𝗡𝗧𝗔𝗖𝗧 𝗠𝗘 𝗧𝗢: Conduct personal finance workshops: https://bit.ly/4fVw96k Speak about personal finance as a panelist or keynote speaker: https://bit.ly/4fVw96k Schedule a free discovery call: https://bit.ly/3Av9yP0 Start a conversation by sending a Direct Message******************************************************Dr. Sev is founder of Bryan Financial Empowerment LLC (dba Sev Talks Money), a financial education and coaching company. She is a member of the Association for Financial Counseling and Planning Education , a graduate of and mentor for the Milestones Circles Program at Nasdaq Entrepreneurial Center, a graduate of the Bank of America Institute Women's Entrepreneurship certificate program at Cornell University and a member of the Henry County Chamber of Commerce.

Money coach and wealth strategist with nearly a decade of experience helping high earners build wealth intentionally. Co-creator of the Financial Coaching Toolkits, former Financial Coach Academy mentor, podcast guest host, and speaker.

Nationally recognized credit expert, author, podcast host, and dynamic speaker empowering individuals and professionals to achieve financial wellness through strategic credit management.

When you think about money, how does it make you feel? Safe? Loved? Secure? Nervous? Anxious? Insignificant? Likely, it's a combination of emotions. Financial wellness is top-of-mind right now — or at least it should be. I work directly with globally renowned companies to provide customized, hands-on workshops for their employees, keynote speeches, bylined content, and consulting. Additionally, I provide private coaching services for individuals, couples, and families. We all have a relationship with money, which may even be a secretive one that we opt not to talk about with others. I am here to guide you in reshaping your emotions and relationship with money to help improve your life at home and at work. Let’s work together and explore your emotional relationship with money, which can reduce your anxiety, stress, and depression, while improving your overall health and well-being. Proud member of the Financial Therapy Association. Certified Financial Therapist CFT-I .

I'm Janet Lee, founder of Doing Well. We do financial life coaching, remotely, with clients across the United States. Here's who we work with: People who make good money and still go negative most months. People who haven't opened their banking app in weeks and know it's bad. First-gen professionals, career pivoters, couples, and people in their late 20s and 30s who were never taught this and are too embarrassed to ask. We skip the info dump. We pull your accounts, go back three months, clean up your books ourselves, and build a budget based on reality. Then we stay in your corner. Monthly check-ins, done-for-you bookkeeping, and adjustments when your rent goes up or your income changes. We're coaches. We don't manage investments or sell financial products. We work on the money moving through your life right now. Spending, debt, saving, and the habits behind them. I started this because I was that person. Master's in health sciences, MBA on a full-ride scholarship, a few businesses, then tech and AI. By every external measure I was doing well. Money still felt hard. I grew up a child of immigrants who ran their own small businesses, so 401(k)s were never part of the picture and money wasn't something we talked about. Cautious, anxious, never quite enough. It took until my late 20s to see how much of that I'd carried with me. My work has been featured in The New York Times, CNBC, and CNBC Make It. 7,000+ people read our newsletter every Saturday morning. What I can speak to: budgeting and cash flow for high earners, debt payoff, emergency funds, money and relationships, financial anxiety and avoidance, scarcity mindset, first-gen money dynamics, irregular and freelance income, and what a coach does that a budgeting app doesn't.

Dr. Maria James, PhD, known as The Money Scientist, is the founder of Pocket of Money and the creator of W.I.S.E. Financial Fitness, a science-led approach to personal and workplace financial wellness. With more than 19 years of experience designing and managing financial systems, Dr. James helps individuals and organizations move beyond budgeting advice to measurable, behavior-based financial improvement. Trained as a cellular and molecular medicine scientist, Dr. James applies the same evidence-based thinking, analytical rigor, and protocol-driven methodology used in medical research to money management. While completing her PhD, she tested and refined her own financial systems, saving over $10,000 on a $23,000 after-tax stipend, proving that financial outcomes improve when decisions are guided by data, structure, and repeatable processes rather than motivation alone. Through her work, Dr. James has helped clients identify financial “leakage,” reduce chronic overspending, and reclaim thousands of dollars per month, often without increasing income. Her work focuses on cash-flow optimization, decision science, and sustainable habit change, making her approach especially effective for high-stress professionals and organizations seeking scalable financial wellness solutions. Dr. James has been featured as a financial wellness expert in Forbes, ESSENCE, MadameNoire, The Frugal Feminista, WEAA 88.9, Clever Girl Finance Podcast, and Journey to Launch Podcast, among others. Her contributions to financial education and innovation have earned national and international recognition, including: Best Personal Finance Business – USA, Worldwide Finance Awards (2023) Excellence Award in Personal Finance Consulting, World Finance Awards (2022) Citation from the Maryland House of Delegates for dedication to financial literacy (2021) Money Management Innovator of the Year – Most Inspirational Woman in Financial Services (2019) Dr. James’ mission is to make financial wellness practical, measurable, and repeatable so people can stop guessing with their money and start managing it with confidence and clarity.

Experienced Treasury Specialist with a demonstrated history of working in the telecommunications industry. Strong finance professional skilled in Cash Flow, Letters of Credit, SAP Products, Cash Flow Management, and Cash Collection.

🏅 Top 1% in Loan Originator in 🇺🇸 🗞️ Ft: Forbes | CBS | CNN | Consumer Affairs 📢 Genuine Guidance. Total Peace of Mind. 🚫 No confusion. No gimmicks. No hidden fees. 📍WA|TX|FL|TN|AL|OH 📈 NMLS:2357325

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

After 15 years managing budgets in the government sector, I became a financial coach because I saw too many people struggling with their money. Now I help individuals and couples nearing or navigating retirement build money systems that remove uncertainty—focusing on intentional spending rather than endless restriction. Over my 15-year accounting career, I managed budgets, served as a fractional CFO, and wrote and managed grants. This experience taught me to translate financial complexity for different audiences. Whether explaining budget implications to executives or breaking down grant requirements for program staff, I learned that the same numbers can be presented dozens of ways depending on who needs to understand them. I bring that adaptability to my coaching practice today. I also served on an advisory board for a local shelter, where I helped fellow board members navigate financial decisions, understand budget scenarios, and evaluate alternatives during challenging times. For the past four years as a financial coach, I've combined this practical financial expertise with a focus on what actually works for real people building systems that create clarity and confidence rather than stress and restriction.

Louise Love is an ICF-credentialed, IFS-informed financial coach specializing in serving therapists and other helping professionals. With over six years of volunteer experience in bereavement and hospice support, combined with advanced training in Internal Family Systems (IFS), she brings a uniquely trauma-informed approach to financial coaching that bridges emotional health and practical money management. Louise holds certifications as a YNAB-certified financial coach and is completing advanced training through the Financial Coach Academy, where she has focused on developing sustainable, non-shaming approaches to financial wellness. Her expertise spans debt payoff strategies, investment planning, emotional regulation around money, and helping high-earning professionals move from financial avoidance to confident, values-based decision-making. Currently pursuing her Master's degree in Counseling Psychology (LMFT/LPCC track), Louise uniquely understands the financial and emotional challenges facing mental health professionals. She specializes in helping therapists and coaches address inherited money patterns, separate financial identity from family expectations, and build sustainable wealth while maintaining work-life balance. Her approach combines three core competencies: financial expertise, emotional intelligence, and deep knowledge of the therapy and helping professions. Louise has helped dozens of therapists move from anxiety and avoidance around money to clarity, confidence, and actionable financial plans. Louise is frequently asked to speak about money trauma, the psychology of financial avoidance, and sustainable wealth-building for service-oriented professionals. She's based in the San Francisco Bay Area and works with clients virtually and locally.

I am a Certified Divorce Financial Analyst (CDFA), mediator, Certified Divorce Coach (CDC), and Certified Co-Parenting Coach (CCPC) who has built a trusted reputation for guiding women and families through the complexities of divorce and co-parenting transitions with both emotional safety and financial clarity. Drawing on my own lived experience as a divorced mother, I blend empathy with professional expertise to help clients navigate one of life’s most challenging transitions. My practice, Finding Strength with Shell, is rooted in the belief that clarity and confidence are possible even amid upheaval. Areas of Expertise: - Divorce Planner & Guide: Helping clients navigate the divorce process, understand the long-term impact of financial decisions during divorce and make informed decisions. - Mediation: Creating safe, constructive spaces for resolution and collaboration. - Co-Parenting Coaching: Supporting families in building healthier communication and boundaries post-divorce. - Financial Recovery Coaching: specialized support service designed to help women rebuild stability, confidence, and clarity in the wake of divorce. It goes beyond traditional financial planning by addressing both the numbers and the emotions tied to money during a major life transition. Notable Accomplishments - Earned certifications as a Certified Divorce Financial Analyst, a Certified Divorce Coach, and a Certified Co-Parenting Coach, underscoring my commitment to both financial and emotional well-being. - Author of "You Are Not Alone: Your Guide When Divorce is on Your Doorstep." It's a heartfelt companion for anyone contemplating divorce but who hasn’t yet found the courage to express it. - With a master's in accounting and over 20 years of experience in the Financial Services Industry, I've proudly transitioned from leadership roles to expanding my practice. This journey showcases my strategic vision and unwavering personal integrity, fueling my passion for making a positive impact in our community. - Featured in media and professional platforms for my innovative frameworks that blend financial clarity with emotional healing. Shell’s work is distinguished by her ability to translate difficult transitions into opportunities for growth. Journalists covering stories on divorce, co-parenting, rebuilding finances, or women’s empowerment will find my perspective both deeply informed and profoundly human.

Eric Bowie is the founder of Smart Money Bro and creator of the 4 Step Financial Reset, a financial framework designed to help working professionals organize their finances and build long-term wealth. He reaches a large audience across multiple platforms, including more than 725,000 YouTube subscribers and 50+ million views, a LinkedIn network of more than 24,000 connections, and more than 8,000 subscribers to his financial newsletter. Eric is the author of two books, Manage Your Way to Millions and How to Buy a Great Used Car with Cash, both focused on practical financial decision-making and long-term financial stability. He has been investing in the stock market for more than 30 years and has owned and managed real estate for more than 25 years. Professionally, Eric has spent more than two decades in federal government service, including nearly 20 years in federal contracting where he manages large financial agreements and enforces financial structure and accountability. Through his content, writing, and financial education platform, Eric focuses on the structural side of personal finance — helping households bring order to income, spending, debt, and investing so they can eliminate financial chaos and build lasting wealth. Eric regularly provides commentary on household finance, financial behavior, wealth-building strategy, debt elimination, and why many high-income households still feel financially stressed.

Diksha Chawla is a Finance Educator and Founder of FinLecture (finlecture.in), a financial education platform helping salaried professionals in India understand income tax, ITR filing, and personal finance. With an MBA in Finance and 7 years of experience, she simplifies complex tax concepts into practical, example-driven guidance covering income tax planning, HRA exemption, Section 80C, old vs new tax regime, and the new Income Tax Act 2025 transition.

Hi! I'm Jewlz The Budget Nerd and I'm on a mission to uncover why we do what we do with our money. Armed with an Economics degree and a rebellion against debt, I'll show you a new way to eliminate financial stress from your life. From unraveling the mysteries of impulse purchases to mastering the art of income maximization, I'm your go-to guru for financial empowerment. I practice what I teach. I walk the walk, talk the talk. A debt rebel at heart, I'm living proof that financial freedom is more than a dream – it's a reality waiting for you. With a knack for creating financial margins and a love for turning jargon into relatable tales, I'm here to make personal finance not just understandable but downright fun. Join me on the journey to financial clarity, where every budget is a work of art based on your values and every dollar has a purpose! How are your finances causing stress in your life? DM me...let's chart a new way to live! #personalbudgeting #personalfinance #budgeting #moneymindset #financialfreedom #financialempowerment