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Meet YOur New B.F.F.(Best Financial Friend)

We get it — you have goals: you want to take that trip of a lifetime, plan the wedding of your dreams, pay off those student loans once and for all, AND be able to comfortably retire. We’ll help you get there – and be in the best financial shape of your life doing it!

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YOUR B.F.F. WILL

Create a custom training plan around you and your financial goals. We take into account variables that no other financial advisor will catch.

PAYING OFF DEBT

From student loans to credit cards and everything in between, we’ll have your back on your journey to becoming debt-free.

BUYING A HOUSE

Whether you need help saving for that down payment or improving your credit score, we’ll be there every step of the way.

SAVING FOR A WEDDING

Getting hitched? Let’s pop some bubbly and get started on saving for that special day!

SCALING YOUR BUSINESS

Start growing the business you’ve always dreamed of with our expert guidance.

 
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Sara was a gamechanger for me. Budgeting had always been a struggle and so I started working with Sara over the pandemic. She helped me reset and get our from under debt, build an emergency savings, and start planning for my future. She was very responsive, so kind, and never judgmental...

REVIEW BY LEIGH C. VIA TRUSTPILOT

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I am so grateful for the services of The Financial Gym but most importantly for my trainer, Juan. He is so helpful, kind, and supportive among many other things and I can't imagine being on this money journey without him. He has helped me release a lot of shame around money and...

REVIEW BY JOAN KESSLER VIA TRUSTPILOT

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I love that the Gym takes a coaching approach to finance--not telling you what to do, but teaching you the skills you need to do it yourself. My "money muscles" are so much stronger for my three years with the Gym. My trainer, Catriona, is so supportive and nonjudgmental...

REVIEW BY BECKY VIA TRUSTPILOT

How It Works

Schedule your FREE consultation call

  • 1

    Schedule a one-on-one session with your future Best. Financial. Friend. (B.F.F.)

  • 2

    Your B.F.F. will create a customized plan for you

  • 3

    You and your B.F.F. will schedule regular check-ins

  • 4

    You're in control of your finances. Hooray!

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 ALL PLANS INCLUDE

1-hour goal-setting meeting with your trainer

Meeting to review your financial plan

Quarterly plan updates with your trainer

Ongoing access to your trainer as questions/challenges arise

Access to our online spend-tracking portal

*All plans are recurring monthly subscriptions. See terms and conditions here.

 

HEAR FROM OTHERS

We love FinGym and have been working with them for 3+ years. Our trainers have transformed our financial health as a family. Juan, our current trainer, is so fun to work with and constantly gives us valuable information so we make informed decisions.

ASHLEY S.

My trainer, Sam Cash, was extraordinarily helpful and friendly. She really went out of her way to make me feel comfortable discussing some tough topics. She also gave me some really good advice that I implemented immediately!

PETER CUNNINGHAM

 

Q

What is The Financial Gym?

Answer: The Financial Gym is a personal financial services company that takes a fitness-inspired approach to our clients’ finances. Like a regular gym, you pay a monthly membership fee; but unlike a regular gym, your monthly fee includes a dedicated financial trainer, we call it your “B.F.F.” (Best. Financial. Friend.) who works with you one-on-one to help you set financial goals, create a plan for accomplishing them, and supports you along the way to achieving these goals. Our financial training program is based on over 10 years of working with clients of all financial shapes and sizes and we have a 90% success rate over this time of our clients achieving their financial goals.

Q

I want to sign up for The Gym! How do I get started?

Answer: It’s easy to get started on your journey to financial fitness. Schedule a free 20 minute consult at a time that works for you (we call it a “warmup call”) here! On the call we will ask you some basic questions to understand your needs and get to know you so that we can pair you with the right trainer based on your unique financial situation.

Q

What are your Money Back Guarantee terms?

Answer: Have you ever heard of a financial services company that will guarantee your money? What kind of financial planner says: don’t worry, if you don’t hit your targets, we’ll refund your investment? We will! The terms around the Money Back Guarantee are simple: if your net worth does not increase by greater than what you pay to us for our training services in your first 6 months, we will give you your money back! To be eligible, you need to have attended the 4 coaching sessions during the guarantee period and do at least half of the tasks your trainer assigns you. This is about us both having skin in the game: you do your part and we’ll do ours, and we’re confident you’ll see a positive result, which is why we back it up with the guarantee.

Q

Do you work with couples?

Answer: Definitely! People refer to it as a better investment than couples therapy. Our focus is on working through your goals as a team so that you’re both on the same page as far as your goals and you’re working as a team to accomplish them together. Pricing for couples is different than for individuals, but less than paying for two individual memberships.