About Us
Discover the story behind FinCoach, our commitment to your financial well-being, and the passionate team ready to guide you.
Our Journey to Financial Empowerment
FinCoach was born from a simple yet profound realization: true freedom often begins with financial understanding. Founded in 2018 by a group of seasoned financial professionals, we witnessed firsthand how a lack of financial literacy could create significant barriers to achieving life's goals. Many individuals, regardless of their background or income, felt overwhelmed by financial decisions, from everyday budgeting to long-term investment planning. We knew there had to be a better way to make financial knowledge accessible, practical, and empowering for everyone.
Our journey started with a commitment to demystify finance. We envisioned a coaching service that wouldn't just provide advice, but would also educate and build confidence. We wanted to create a supportive environment where clients could ask any question without hesitation and receive personalized guidance tailored to their unique circumstances. From humble beginnings offering workshops in local community centers, FinCoach has grown into a trusted partner for individuals and families seeking to take control of their financial destinies. Our core belief remains unchanged: with the right knowledge and support, anyone can achieve financial security and peace of mind. We are dedicated to being that support system for you.
Our Mission & Guiding Principles
Our Mission
To empower individuals with comprehensive financial literacy and personalized coaching, enabling them to make informed decisions, build lasting wealth, and achieve their financial aspirations with confidence. We strive to transform financial complexity into clarity and opportunity for every client we serve.
Our Core Values
- Client-Centricity: Your goals are our priority. We listen, understand, and tailor solutions to your unique needs.
- Integrity & Transparency: We operate with unwavering honesty and provide clear, straightforward advice.
- Empowerment Through Education: We equip you with the knowledge and skills for lifelong financial success.
- Excellence & Professionalism: We maintain the highest standards in our coaching and services.
- Continuous Support: We are committed to being your trusted financial partner through every stage of life.
Meet Our Passionate Coaches
Eleanor Vance
Founder & Chief Financial Strategist, CFP®
Eleanor is the visionary behind FinCoach. With over two decades of experience in personal finance and wealth management, she founded FinCoach to provide accessible and actionable financial education. Eleanor is passionate about helping clients navigate complex financial landscapes and achieve lasting security through personalized strategies and genuine support.
Samuel Green
Head of Investment Coaching, CFA
Samuel leads our investment coaching division, bringing a sharp analytical mind and a talent for simplifying intricate investment concepts. He empowers clients to build and manage robust portfolios aligned with their risk tolerance and long-term goals. Samuel believes that informed investing is a cornerstone of financial independence.
Chloe Davies
Budgeting & Debt Management Specialist
Chloe excels in helping clients gain control over their cash flow and develop effective strategies for debt reduction. Her practical, empathetic approach makes tackling budgets and debts less daunting and more achievable. Chloe is dedicated to guiding clients towards a future free from financial stress and full of possibilities.
Our Commitment to Your Success
Tailored Strategies
We craft financial plans that are as unique as you are, considering your specific goals, lifestyle, and aspirations for the future. No cookie-cutter solutions here.
Empowering Education
Beyond advice, we provide you with the understanding and tools to make confident financial decisions independently for years to come.
Dedicated Support
Your financial journey is ongoing, and so is our support. We're here for regular check-ins, adjustments, and celebrating your milestones.
Hear From Our Valued Clients
"FinCoach didn't just give me a financial plan; they gave me financial peace. Their team took the time to understand my anxieties about investing and helped me build a portfolio I'm comfortable with. I've seen real growth and finally feel secure about my family's future. Their patience and expertise are truly exceptional."
— Marcus Wright, IT Project Manager
"I was drowning in student loan debt and had no idea where to start. Chloe at FinCoach created a manageable repayment plan and taught me budgeting skills that have transformed my spending habits. For the first time, I feel like I'm in control of my money, not the other way around. I'm so grateful for their guidance."
— Sophia Chen, Registered Nurse
A Glimpse Into FinCoach
Ready to Start Your Financial Transformation?
Your journey towards financial clarity, confidence, and control begins with a single step. Let our experienced coaches provide the personalized guidance you need to navigate your financial landscape and achieve your most ambitious goals. We're here to listen, strategize, and support you every step of the way.
Connect With a Coach Today