Loved by 1200+ coaches.
Run your entire financial coaching practice from a single dashboard without juggling multiple tools.
Money-story audits, 75-min mindset sessions, 90-day debt-payoff packages, recurring accountability circles, and self-paced budget courses — every offer in your practice sold and delivered from a single storefront. Stop sharing a forwarded Stripe link. Start signaling trust on the first click.
Built for non-licensed financial coaches and money mindset practitioners.
A typical week on Mentoring Page.
From the budget-anxiety blog post to the renewed accountability membership — one flow.
A new client books a money-mindset session.
She found your IG carousel on 'money stories', lands on your storefront, and books a $200 75-min Money Mindset Session. Her intake form captures her current debt picture, her income, and the money story she's untangling. You walk into the call having read it.
Your debt-payoff package converts.
A returning client wraps her single session and upgrades to your $1,500 90-Day Debt Payoff Package — 6 sessions plus a private portal with budget templates and weekly check-in prompts. Stripe charges installment one; her first session is Saturday.
Your accountability community renews.
Your $29/mo Money Accountability Circle has 96 members. Sunday's spending-debrief prompt drops; 22 members posted their week's wins and slips; Stripe processed 18 renewals overnight. You spend Sunday writing next week's prompt — not in spreadsheets.
What changes when you switch.
A storefront that signals trust. Operations that signal nothing.
A storefront that doesn't look like a Stripe link
Custom-branded storefront, your domain on the booking link, social proof on the page. Clients trusting you with their money picture want a serious-feeling first impression — not a forwarded Calendly URL.
Confidential intake at checkout
Multi-question financial intakes (income, debt picture, current accounts, goals) built into the booking. Encrypted in transit, only visible to you, no third-party form tool seeing the data.
Memberships that fund the practice
$19–$49/mo accountability circles layered on top of 1:1 packages. Predictable MRR — the floor of your practice while higher-ticket packages come and go.
Questions financial coaches ask.
The objections we hear most — answered straight.
- Mentoring Page is built for non-licensed financial coaching — money mindset, budget coaching, debt-payoff accountability. If you're a licensed CFP, RIA, or fiduciary giving regulated investment advice, you'll likely need additional compliance tooling and disclosures we don't provide. Most financial coaches on Mentoring Page do education and accountability, not regulated advice.
- Yes — file-upload fields are part of intake forms. Most financial coaches ask clients to upload anonymized account screenshots or a budget spreadsheet at checkout. Note: data is stored on AWS S3 with encryption in transit; for clients who want extra privacy, ask them to redact account numbers.
- Yes. Recurring Subscriptions support multi-month commitments — e.g., a 6-month accountability program billed monthly. Stripe handles each charge; if a client cancels early, you set whether they keep access through the paid period.
- Posts use the member's name as configured on their account. If money-shame anonymity is important, most coaches set up the community as a 'first name + last initial' culture, or use it for general prompts and run the deeper sharing on monthly group calls.
- Yes. Self-Paced Programs support drip-released content (Day 1, Day 7, Day 14, etc.), a private community for accountability, and group call scheduling. Sold as a low-ticket entry that pre-sells higher-ticket work.
- Yes. Stripe handles each installment automatically. If a card fails, we run the standard retry sequence and email the client to update their card. You're not chasing a missed payment manually.