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  • 2026 FCN State of Financial Coaching/Counseling Benchmarking Survey

    Please complete this survey about your financial coaching/counseling services. Your input is extremely valuable. Results will be tallied in aggregate; your personal identity and individual responses remain confidential. © 2026 Financial Coaches Network

  • Reminder

    This survey is intended for professionals currently offering or planning to offer Financial Coaching/Counseling services.

  • About You

  • Do you currently offer financial coaching or financial counseling services?*
  • In your role as a financial coach or counselor, where do you work with clients?

  • More than one role? Answer questions below based on your primary role.

    If you are a financial coach/counselor in more than one role/company, please fill out the survey for your primary role, the one you spend the most time on or earn the most income in.

  • Get Free Limited Time Access to The State of Financial Coaching Survey Data Hub

    As a thank you for participating, you'll receive access to the State of Financial Coaching Survey Data Hub for free until the next year's survey is open. Inside the hub, explore key findings and detailed results from past years' surveys. New insights from the current study are added as they are created. NOTE: email is required for access.
  • What is your gender? (optional)
  • Do you have any of the following highly recognized credentials or certifications?
  • Have you been through any of the following training courses?
  • What licenses, if any, do you hold?
  • Are you currently a member of any of the following (check all that apply)?
  • What do you call yourself, in your role as a financial coach/counselor?

  • About Your Services

  • Date you formally started providing financial coaching/counseling services (e.g., as an employee, as a business, as part of your practice, or in exchange for money). An estimate is fine.*
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  • What services do you offer along with your financial coaching/counseling services?
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  • About Your Time

  • How much time do you spend on average each week for each aspect of your job/practice? If you offer other services, please only include time for the coaching/counseling part of your job/practice.
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  • About Your Job/Practice/Business

  • Date you created your financial coaching/counseling private practice. An estimate is fine.
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  • What is your entity structure?
  • In what phase would you classify your coaching practice?
  • If you have reached the scaling phase, what type of practice are you building?
  • Which types of staff (other than you) do you leverage to help you run your practice/business?
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  • About Your Financials

    Please double check your numbers to check for missing or extra zeros!
  • What are your standard fees as of now? Enter 0 if you do not use a particular pricing model.
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  • If you are an employee, how are you paid?
  • If you are an employee, what is your hourly rate of pay?
  • If you are an employee, what is your annual salary?
  • If you are an employee, what is your pay per session?

  • Cash Flow

    For the following questions, please answer in US dollars for each tax reporting year.
  • Approximately what was your practice/business cash flow each year for the following? Leave blank if no cash flow or if unknown.
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  • Unsure How to Categorize an Expense?

    If you are unsure of where to categorize your expenses, here is how to map the IRS Schedule C expense categories onto these categories: Marketing & Sales 8, 10 | Professional Services 17 | Operations & Office Expenses 9, 12, 14, 15, 16, 18, 20, 21, 22, 23, 24, 25, 27 | Staff Expenses 11, 13, 19, 26 | Reference: https://www.irs.gov/pub/irs-pdf/f1040sc.pdf

  • About Your Clients

  • Do you focus on a particular niche?*
  • What type of niche do you serve?

  • 2025 Clients

    For the following questions, please answer based on the number of clients you provided financial coaching/counseling services to in the previous calendar year. If you only worked with a client for 1 month or 1 session, please include them in these numbers.

  • Current Clients

    For the following questions, please answer based on the clients you currently provide financial coaching/counseling services to.

  • Total Clients

    For the following questions, please answer based on the total number of clients since you started offering financial coaching/counseling services.

  • About Your Coaching Program(s)

  • What does your coaching/counseling program look like?*
  • For your Group Coaching Program do you offer individualized support?
  • For your online training course, do you offer coaching sessions as part of your course?
  • What are the length(s) of the program(s) you offer?
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  • For coaching/counseling sessions, how do you meet with clients?
  • Do you record client coaching/counseling sessions?
  • How do you follow up with clients after coaching/counseling sessions? Check all that apply.
  • Between meetings, how do you communicate with your coaching/counseling clients?
  • ONBOARDING/PROGRAM: During your initial program or onboarding -- on average, how frequently do you interact with clients using each of the communication methods below?
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  • ONGOING: For longer term relationships (ongoing coaching) -- on average, how frequently do you interact with clients using each of the communication methods below?
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  • Primary Financial Coaching/Counseling Program

    For the following questions, please think about your primary program -- the one you typically recommend or most people choose.
  • Thinking of your Primary Program, what is the main purpose of each coaching session? Please choose "Primary purpose" a maximum of two (2) times for each session.
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  • What types of client "homework" do you ask clients to do before a sales meeting or coaching sessions?
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  • About Your Organization's Goals

    Please answer the following questions about the organization you work in — whether it’s your own practice, a business you run, or a company you’re employed by. Respond based on what you know, and feel free to skip any questions that you’re unsure about.
  • What is your top practice/business goal for 2026?

  • About Your Prospects

    If you own your own practice, please answer the following questions based on your entire company (you and your employees). If you are an employee and do not participate in prospecting for your employer, skip any questions that don't apply.
  • Are you familiar with how your organization finds and connects with potential financial coaching clients?
  • In the calendar year 2025, how many prospects became clients? If you're not sure, provide your best estimate.
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  • In the calendar year 2025, how many prospects found you by each of the following? If you're not sure, provide your best estimate. Enter 0 if you don't use this marketing source.
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  • On average, how frequently do you use each of the following for sharing information/ prospecting?
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  • About Your Technology Support

  • What types of Core Software do you use for your coaching/counseling role?*
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  • What types of Other Software do you use for your coaching/counseling role?
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  • How do you leverage AI tools in your job/practice?
  • How do you view or share your client's financial or other sensitive information (click all that apply)?

  • Thank you for your interest in the State of Financial Coaching and Counseling Survey.

    This survey is intended for professionals currently offering or planning to offer Financial Coaching/Counseling services.
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