For financial coaches
People come to you embarrassed about money, and the first thing they meet shouldn’t be a price they have to ask about. Put it on the page beside a free first call, and let them book without explaining why.
What gets in the way
A client who’s behind on bills hesitates longest at the moment they have to ask what you charge.
You teach budgeting and then chase your own invoices, which does neither of you any favors.
The line between coaching and regulated financial advice is one your agreement has to draw every time.
Help that starts before the first call
Paid when it’s booked, so there’s nothing to chase
Every session on your page is paid by card as it’s booked. You never send an invoice to somebody you’re helping out of debt.
A lower rate anyone can pick
Add a second session at a lower price with a plain label, and people choose it without describing their situation to you first.
Coaching, not advice
Write into your agreement that you don’t recommend products or investments. Your client accepts it before paying, and the version they accepted is kept.
Your page on the first day
This is the coaching setup, and it’s what your page starts with. Change any of it where it appears.
- Clients can book from tomorrow onward.
- Moving or canceling is free up to 24 hours before.
- There are 30 minutes clear after every session.
- Before booking, your page asks: “What do you want to work on?”
Your coaching agreement opens with this: Sessions are 50 minutes by video. Reschedule or cancel up to 24 hours before at no charge; inside 24 hours the session is charged in full.
What it doesn’t do for you
There’s no budgeting tool, no bank connection and no view of a client’s finances. You’ll work through those in whatever your client already uses.
Others who start from the same setup
Life coaches · Executive coaches · Career coaches · Business coaches · Health coaches · Relationship coaches · Personal trainers · Leadership coaches · Public speaking coaches · Running coaches · Sales coaches · Writing coaches · ADHD coaches · Parenting coaches · Dating coaches · Sports coaches · Wellness coaches · Mindset coaches · Interview coaches · Golf instructors · Retirement transition coaches · Divorce coaches · Singing voice coaches · Team coaches · Productivity coaches · Menopause coaches · Confidence coaches · Climbing instructors