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Quick Question
Book a focused 25-minute virtual call to get personalized financial education and guidance.
$25.00 -
Let's Talk
Book a 55-minute call to get meaningful educational insights designed to bolster your financial well-being.
$50.00 -
Deep Dive
Book an in-depth 85-minute virtual call for comprehensive financial education and thorough analysis of your financial situation.
$75.00
No Commitments
Schedule sessions on your own terms. Pay only for the time you spend with our coaches, no recurring subscriptions or asset management fees.
Unbiased and Transparent
In the world of finance, most people giving you advice or free education are trying to sell you something. At FinForm, you get what you pay for: affordable, unbiased financial education.
Certified Professionals
Our financial coaches are certified and vetted so that you receive the best information possible.
No products to sell.
No strings attached.
At FinForm, you pay for education.
That's it.
When Should I Book a Session?
Tackling Debt
Build a Plan to Get to Zero.
Understanding Credit Cards
Turn it into a Tool, not a Trap.
Getting Started Investing
Build a Solid Foundation, One Principle at a Time.
Better Spending
Learn the Triggers, Spend with Purpose.
Big Purchase Analysis
Expert eyes before you sign.
And So Much More
No Stupid Questions. Ever.
Start your Financial Education Journey for Free:
The Trap of Lifestyle Inflation
What is Depreciation?
APR vs. APY vs. Interest Rate
What Actually is Inflation?
Buy Now Pay Later: Convenience or Financial Trap?
Check Out our Entire Collection of Articles Below
Frequently Asked Questions
What exactly do we do?
We connect individuals with vetted and certified financial educators (AFCs) who help you better understand your money. Our goal is to give you the knowledge, tools, and confidence to make informed financial decisions without selling products or pushing investments, all at an affordable cost in a judgement-free setting.
Who are our educators?
Our educators are vetted professionals with backgrounds in financial counseling and coaching. They hold active Accredited Financial Counselor (AFC) certifications from the Association for Financial Counseling and Planning Education. The AFC certification requires a comprehensive exam and over 1,000 hours of financial counseling experience to earn. In other words, they're really qualified!
How is this different from a financial advisor?
Financial advisors typically recommend specific investments or manage money for a high fee. We focus on helping you understand your finances, from budgeting and saving to understanding investing, so you can make confident decisions on your own. Our services are always education in-nature, and we are unable to give specific investment recommendations.
Can I book an appointment for someone else?
Sure! While the appointment information will be sent to the email used at checkout, you can easily forward the appointment information to the person whom the appointment is for.
Can more than one person attend a session?
The more the merrier! Although our appointments are one-on-one by default, if you want others to join you can simply forward them the appointment information or have them join you in-person.
Why the whale?
That's Fin! He represents our core values of integrity, curiousity, and steady movement forward.
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