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Financial Coaches

No coach who lists financial is on Psychology.com yet. Financial coaches work with adults on budgets, debt, money habits and the conversations about money that never happen; they are not financial advisers and do not manage investments. Coaches are joining the section now; every profile is kept current by the coach who owns it.

Financial coach: a client and a coach in a calm conversation at a kitchen table, a jar of coins between them

Coaching, not licensed mental health care. For clinical concerns, find a licensed therapist.

Related reading: do coaches need a license and coaching certification programs compared.

Financial coach: Two chairs set across a small table in a sunlit room, a cup at each place, ready for the first coaching session

No financial coach is listed yet.

Coaches are joining the section now, and every profile is kept current by the coach who owns it. Financial coaches work with adults on budgets, debt, money habits and the conversations about money that never happen; they are not financial advisers and do not manage investments.

Are you a financial coach?

List your coaching practice on Psychology.com and be the first financial coach people find here. $49 a month or $490 a year, first 30 days free.

How coaches are checked

Coaching is not a licensed profession, so there is no state board to check. What we check is the registry credential, by hand, with the date on the profile. Every coach signs the scope commitment before the profile goes live.

  1. Registry credential

    An ICF credential (ACC, PCC or MCC) at the ICF registry, NBC-HWC at the NBHWC directory, BCC at CCE, an EIA at EMCC or an AC accreditation, checked at the issuing registry and rechecked every six months.

  2. Scope commitment

    Coaching is not therapy, counseling, treatment or diagnosis; clinical concerns are referred to licensed care; clients are adults only. The date the coach signed is shown on the profile.

  3. Said plainly

    A coach without a registry credential can still be listed; their certifications show as self-reported with no verified mark. Not checked: government identity, insurance, criminal background, client outcomes, review authenticity, or specialties beyond the credential. How coaches are listed →

Financial coach: A coach and a client shaking hands across a table at the end of a session

Frequently asked questions

What does a financial coach do?

Financial coaches work with adults on budgets, debt, money habits and the conversations about money that never happen; they are not financial advisers and do not manage investments. Coaching is not therapy: a coach does not assess, diagnose or treat a mental health condition, and refers clinical concerns to licensed care.

Are financial coaches on Psychology.com verified?

We check the registry credential (ICF, NBHWC, CCE, EMCC or AC) by hand at the issuing registry and show it on the profile with the date; it is rechecked every six months. A coach without a registry credential can still be listed, with certifications shown as self-reported. Every coach has signed the scope commitment: not therapy, clinical concerns referred, adults only.

Is a financial coach the same as a therapist?

No. Therapists are licensed mental health professionals and can treat a condition; coaches work with adults on goals, habits and decisions. Coaches are listed in their own section here, and never in the therapist directory. If you are not sure which you need, read our guide on choosing between a life coach and a therapist.