How It Works
You’ve got financial goals.
We’ll help you get there.
Do any of our clients’ stories sound like you?
Your Financial Gym Journey:
From step one → actively working with your Trainer to get your money up.
100% Money Back Guarantee
We’re so confident in our coaching that we want you to 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.
*Terms and conditions apply. Click here to read the terms.
Included in All Memberships:
✽ 1-on-1 Financial Guidance from your own Financial Trainer
Work with a Trainer who gets your goals, explains what you need to know, and cares how money feels — not just how it looks on paper.
✽ Intake Session (60 mins)
They’ll ask about it all — income, expenses, needs, goals, and values
✽ Custom Financial Plan
Designed specifically for your life, habits, and goals… without sacrificing what you love
✽ Plan Review Session (45 mins)
Within 2 weeks of your intake session
✽ Ongoing Plan Adjustments
When life changes and you hit your goals, your plan changes, too!
✽ Quarterly Reviews (45 mins)
Celebrate wins, review your progress, dive into mindset, and plan for the next quarter
✽ Monthly Check-In Calls (15 mins)
Optional support and education when you need it between Quarterly's
✚ Anytime Email Support for your questions between sessions
✚ Optional Investment Management
So you can secure your financial future and keep your money with a company you trust
✚ Educational Resources that simplify (aka Gym-splain) complicated financial topics
✚ Spend-Tracking Portal to make categorizing and reviewing expenses easier
Choose Your Plan
P.S. Your Trainer will always include the cost of coaching in your plan so you can focus on your goals.
3-Month
Commitment
Minimum required — details below
Solo Membership
$125
/month
$175/month for Couples
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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
$165/month for Couples
-
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
$150/month for Couples
-
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
Pricing FAQ:
-
We require a 3-month commitment because the first few sessions are where the magic happens.
Your Trainer gets to know your goals, builds a personalized plan, and helps you tweak it as you go.
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No matter which plan you choose — 3, 6, or 12 months — you’ll be automatically dropped down to a month-to-month plan at the end of your contract. And don’t worry, you’ll keep the same rate!
For the 3-month plan, you’ll stay at $125/month until you cancel.
Think you’ll want more time? Choose the 6 or 12 month plans to lock in a lower monthly rate ($115 or $100).
Want to upgrade later? You can switch to a longer plan after your initial one ends — just note that you’ll need to commit again to get the discounted rate.
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Yes! Your subscription will auto-renew at the end of your contract and you will be dropped down to a month-to-month membership at the same rate.
If you would like to cancel, please click here.
We have a 30-day cancellation policy.
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We stand by our coaching.
If your net worth doesn’t increase by more than what you paid in your first 6 months, we’ll give you a refund. Simple as that.
To qualify, you just need to:
Attend 4 sessions
Complete at least half your Trainer’s tasks
Let us know within 30 days of your 6-month mark
We show up. You show up. That’s the deal.
(Read the full terms here).
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We have two types of memberships: Solo and Couples Memberships.
We always require a 3-month minimum — $125/month for Solo, $175/month for Couples.
Need ongoing help? Pricing gets better with longer commitments!
Singles:
3-Month: $125/month
6-Month: $115/month
12-Month: $100/month
Couples:
3-Month: $175/month
6-Month: $165/month
12-Month: $150/month
You save $300 per year with the 12-Month option!
Trying to decide if The Financial Gym is right for you?
FAQs
Meet The Financial Trainers
