What You Need (and Don't Need) to Be a Financial Coach

Money Made Human Podcast · May 21, 2026 · 25m

If you've been thinking about starting a financial coaching practice, there’s probably a list running in the back of your mind. The certification you should probably get. The website you need to build. The LLC you think you're supposed to file. The handful of topics you still need to master before you'd feel ready to call yourself an expert.

I had that same list almost two decades ago, when I was still working in corporate America and trying to figure out how to make the leap. I spent so much of that first year bootstrapping and second-guessing, and looking back, a lot of what I thought I…