Imagine a personal trainer for your finances
Your personal trainer helps you build muscle and holds you accountable to stick to a plan…
A Financial Trainer does the same for your wallet.
Work With A Certified Financial Trainer Who Cares
Forget budgeting apps and ChatGPT. You can work virtually with a real Financial Trainer so you don’t have to stress over your finances alone.
Financial Planning
For Your Goals
Whether you’re planning a wedding, a big career change, or enough financial stability to start a family, we’ll help you map out the costs and figure out exactly how to make it happen.
If it matters to you, we’ll build your financial plan to get you there.
Budgeting
and Saving
We don't do “cut up your cards and just live on beans and rice" advice. We’ll help you build a realistic budget and savings plan that actually fits your life.
The result? A budget that keeps the fun but cuts the fluff.
Investing
For The Future
Prioritize investing and learn to speak the language.
We’ll help you set up a retirement account, a rainy day fund, and start making plans for the next generation. Plus, we can explain any investing concepts you don’t understand so you understand your portfolio. Some of these services are for an extra fee.
Money
Mindset
Your financial health is just as much about mindset as it is about numbers.
If thinking about your finances makes you want to hit the panic button or hide under your bed, trust us, we get it. We’ll help you reframe your relationship with money to create a positive and strong foundation to build upon.
Debt Repayment
and Management
If you’re overwhelmed by loans or stuck in a cycle of debt, you can finally take a breath.
We’ll help you re-organize your spending so you can pay it off and take control while still living your life.
Credit Cards
and Credit Scores
Credit cards are a tool, not an evil villain or a free pass to overspend.
Our Financial Trainers will teach you all the right moves on how to boost your credit score, rack up points, and cash in on perks, without falling into the swipe-now, stress-later trap. We know all the best cards to get the most while avoiding fees.
Home
Buying
You make good money — so why does buying a home still feel out of reach?
We’ll help you get clear on what you can afford, build a strategic savings plan, and finally turn your income into leverage. No guilt, no guesswork — just a smart plan that actually gets you the keys.
Retirement Planning
and 401(k) Guidance
We don’t just give advice — we manage* it for you.
We can now proactively manage and rebalance your 401(k) or other employer-sponsored plans so your investments are optimized and your retirement accounts work in sync with the rest of your plan.
*For an additional fee.Self-Employed
Finance Strategy
Your income isn’t typical. Your strategy shouldn’t be either.
We’ll help you stabilize cash flow, make confident decisions through income swings, and stop avoiding your numbers — so your business can grow without burning you out.
Travel
Hacking
Stop dreaming of “when you can afford it.”
Our Trainers know firsthand that travel doesn’t have to break the bank. We can help you create travel funds and optimize your trip expenses to fit in your budget.
Within 6 Months Of Working With A Trainer, Our Clients…
How Do Trainers Help?
They work with you to build a financial plan that prioritizes your joy and grows your net worth.
Your Financial Trainer Is A Human
Yes, an actual human who cares about the real you and what matters in your life. We believe you can save for the future while enjoying your life.
No more winging it with your budget, leaving your future finances up to chance, or questioning if you’re “doing it right.”
Why People Choose The Financial Gym
Talk to a Human
Your 1-on-1 Financial Trainer is a real human who holds you accountable, understands how you’re feeling, give nuanced advice tailored to your life, and keeps you focused.
It’s no secret that AI is here to stay and can help with serving more people, but no app or tech product can replicate human-first support.
Judgment-Free
Talking money can be tough. Rest assured, we’ve seen it all—the good, the bad, and the deeply in debt—and nothing phases us.
This is why your first session can be so transformative. The experience of being SEEN in the thing you’re embarrassed about is necessary for change.
No Hidden Agenda
Unlike other money coaches and financial professionals, we won’t sell you any products you don’t need.
Our service fees are simple, honest and upfront. If we refer you to any services, we are 100% transparent about any referral incentives we receive.
We Make It Fun
There’s a reason we say your Trainer is your BFF (Best. Financial. Friend.)
Our Trainers aren’t stiff or overly “professional” — they’re relatable, funny, and have struggled with money, too. The Financial Gym special because of the personalities and expertise of our team.
But don’t just take our word for it…
Hear Directly From Our Clients:
High-End Coaching without High-End Prices
3-Month
Commitment
Minimum required — details below
Solo Membership
$125
/month
-
Try coaching without a long-term commitment
You want an expert to tell you what to do so you can go do it
Get quick, focused help with one or two things
Your circumstances changed so you need to change your plan
6-Month
Commitment
Most Picked! Flexible for less $$
Solo Membership
$115
/month
-
The minimum we recommend if you want to build better habits (it takes time!)
You want accountability while you implement
You’re paying off a small amount of debt
You have a specific goal in the next 6 months
You just got an influx of cash you need help allocating
You want a plan and mindset help
12-Month
Commitment
BEST VALUE! Save $300/year
Solo Membership
$100
/month
-
You want a long-term partner in your financial journey (we have clients who stay for years!)
You're ready to transform your relationship with money
You have big goals (like buying a home, changing careers, or paying off major debt)
You’re investing/saving for multiple goals and need help staying focused
You have a business or 1099 income
You’re combining finances with a partner or working through money tensions together
You want to stop second-guessing every decision
100% Money Back Guarantee
We’re so confident in our coaching that you can join risk-free.
We guarantee that in 6 months, your net worth will increase by more than the cost of coaching — or your money back.
Learn More About Pricing and How It Works:
Is The Financial Gym Right For You?
Here’s how to know if we’re a good fit…
✅ You’ve worked hard for years with very little to show for it
and you can’t figure out why it feels like you’re falling behind financially
✅ You've said, “I should talk to someone about my finances…”
but you haven’t yet because it feels too scary and you don’t know who to trust
✅ You just don't have the time, mental space, or desire to DIY your finances
or figure out what the self-taught investors on Reddit are talking about
✅ You want a financial partner
not a finance bro in a suit who has no idea what it’s like to be in your shoes
✅ You’re craving more clarity, not Instagram tips
because information overload leaves your feel more confused and discouraged than before
✅ You want a space where it’s okay to not have your shit together
You know progress > perfection, even though your shame-brain tries to convince you otherwise
✅ You know you were meant to live lavishly
but you don’t actually know how to make that a reality
✅ You’re tired of over-spending or hoarding your money out of fear
because why is it so hard to have a balanced relationship with money??
✅ You know money isn’t a moral failing
and you’re tired of the credit card shamers and boot-strappers who ignore systemic barriers to wealth
✅ You care about access, not gate-keeping
and love that we work with people of all income levels — not just the wealthy
✅ You’re ready to make big moves to change your financial story
without feeling like you’re on a crash diet giving up everything you love
✅ You love a company with strong values
that’s not afraid to advocate for marginalized groups and go against the male-dominated financial services industry
Sound like you? Then you’re exactly who we’re here to help.
“This was my second time around using the financial gym and I'm sure I will return again.
My wife and I needed some help with our budget and organizing some financial goals. Jill was detailed, kind, and created a atmosphere that allowed us to be transparent about our finances.”
CLIENT
“Ex big wig finance industry folks who want everyday people to win.
They are very transparent and not guiding you to make their investments grow rather want to make financial services accessible to the masses. I've been with them for years through all the ups and downs and can't recommend them enough.
KIEL FAULKNER
Transforming your finances can transform every aspect of your life
Stop being paralyzed by money anxiety and fears about the future, even with a rising cost of living
✗
Check those “maybe one day” travel destinations off your bucket list now that you can afford them
✓
Learn how to talk to your partner about finances – less fighting means better relationships
✓
Fun Fact: Our Team has been invited to many client weddings because of how much financial coaching helped their relationship
⭑
Stop saying you’ll never own a home because now you know exactly how to save for a down payment
✗
Confidently handle emergency expenses (yes, including new tires and urgent care visits)
✓
Take control of what you’re spending and saving each month so you can treat yourself more often
✓
Relax on vacation because you know you’ve got the bougie hotel and overpriced-but-totally-worth-it facial covered
✓
We Succeed When You Do
Getting your money on track can feel like a marathon and you’re miles from the finish line. That’s why it helps to train with a coach who can get you there faster.
💚 We commit to you for the long-term.
💚 We guide with empathy, not judgment.
💚 We know that this journey is worth taking.
💚 You deserve to feel financial freedom and the joy of knowing that the best is yet to come.
Ready to get started?