Free Tools for Coaches and Their Clients
Practice templates, client handouts, calculators, and guides — built for financial coaches running real practices, and for anyone trying to take control of their own money.
Templates and Playbooks for Your Coaching Practice
Battle-tested forms, scripts, and guides for running a coaching practice on Compound. All free, all PDF.
Client Intake Template
Blank one-page intake form: income, debts, goals, money pain points. Print-ready for discovery calls, or share as a Google Doc and have the client fill it in before the first session.
Download PDFFirst Coaching Session Agenda
Battle-tested 60-minute script: rapport, financial snapshot, top three priorities, homework setup, scheduling. Hand it to a new coach on day one.
Download PDFCompound vs Mint vs YNAB vs Monarch
One-page comparison sheet you can print and hand to prospects. Side-by-side: features, pricing, what's coach-friendly, why it's worth the subscription over a free tool.
Download PDFHow to Price Your Financial Coaching
Practical guide: hourly vs package pricing, market rates by experience level, the price-conversation script, when to raise prices, and how to handle scope creep.
Download PDFCalculators and Guides You Can Send to Clients
The same calculators + PDFs that work for individuals also slot into coaching engagements. Use them as discovery prompts, homework assignments, or beginner education so you don't burn a session on the basics.
Debt Payoff Calculator
Enter your balances, interest rates, and monthly payments — see exactly when you'll be debt-free and how much interest you'll save with Snowball or Avalanche.
Coaches: send during discovery to set the avalanche-vs-snowball conversation.
Use the calculatorRent vs. Buy Calculator
Most online calculators leave out maintenance, closing costs, and the opportunity cost of your down payment. This one accounts for all of it across a 30-year horizon.
Coaches: a default homework assignment for any client weighing a home purchase.
Use the calculatorAPR, APY & Cost of Debt
Calculate your true borrowing cost after fees, see how compounding grows savings, and find the full price tag of any loan — mortgage, auto, or credit card.
Coaches: walk clients through their actual after-fees rate when they bring you a loan to evaluate.
Use the calculatorInvestment Starter Guide
A step-by-step guide to opening your first investment account, choosing index funds, and setting up automatic contributions.
Coaches: hand to any client just getting started — saves a whole session of beginner explanation.
Download PDFRetirement Readiness Checklist
Run through this 15-point checklist to find out if you're on track — and get a clear list of what to do next.
Coaches: use as the structured intake for the retirement-planning portion of a deeper engagement.
Download PDFCredit Score Improvement Roadmap
A 90-day action plan to boost your credit score — step by step, week by week, with explanations for each move.
Coaches: assign as 12-week homework for clients getting ready for a mortgage or major loan.
Download PDFCalculators, Guides & Templates
A growing library — all free, all practical, all built for real families.
Debt Payoff Calculator
Enter your balances, interest rates, and monthly payments — see exactly when you'll be debt-free and how much interest you'll save with Snowball or Avalanche.
Use the calculatorRent vs. Buy Calculator
Most online calculators leave out maintenance, closing costs, and the opportunity cost of your down payment. This one accounts for all of it across a 30-year horizon.
Use the calculatorAPR, APY & Cost of Debt
Calculate your true borrowing cost after fees, see how compounding grows savings, and find the full price tag of any loan — mortgage, auto, or credit card.
Use the calculatorInvestment Starter Guide
A step-by-step guide to opening your first investment account, choosing index funds, and setting up automatic contributions.
Download PDFRetirement Readiness Checklist
Run through this 15-point checklist to find out if you're on track — and get a clear list of what to do next.
Download PDFCredit Score Improvement Roadmap
A 90-day action plan to boost your credit score — step by step, week by week, with explanations for each move.
Download PDFWatch & Learn
Free financial education + coaching playbooks — new videos weekly.
Free Education on YouTube
Weekly videos: client conversations, coaching playbooks, budgeting fundamentals, building wealth on a real family income.
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Run Your Practice on Compound
See every client's budget and transactions live. Sign up self-serve — two minutes to your dashboard.
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Take Control of Your Own Money
Start a free trial of Compound — the budgeting app built to help families build real wealth.
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