State of Financial Coaching / Counseling Study
Key Findings
The 2025 State of Financial Coaching and Counseling Benchmarking Survey represents an important initiative toĀ understand the financial coaching and counseling profession.
Sponsored by the Financial Coaches Network, this survey seeks to support professional growth and development by highlighting successful practices and operational strategies. Amelie Riendl, AFCĀ®, PMPĀ® and Joshua Escalante Troesh, MBA, CFPĀ® spearheaded this effort to identify how financial coaches and counselors work with their clients and provide insight into common approaches within the industry.
