Money Coaching

Because financial success is about more than just the numbers.

Schedule a Free Session

Stuck in a pattern? Spending money in the wrong places? Or just want to get smarter with your money? Money Coaching can help you change your perspective and help make your big dreams a reality.

What Is Money Coaching?

Talking about finances with friends and family is taboo for most people, so we’re changing the conversation. Capital One wants to help its customers and future customers be as successful as possible, so we’re leaving the hard numbers and the suits behind to offer a different approach to help you reach your goals.

This is not financial advising. Money Coaching is a judgment-free, guided program. It’s designed to help you build a firm financial foundation by aligning your values, beliefs, goals, and spending to move toward what you want in life.

Untitled-2
See What’s Important

Money can be overwhelming. Our Money Coaches start by understanding your situation and then help you focus on what matters.

Untitled-1
Shape Your Story

It’s crucial to have a plan. Money Coaching can help you articulate what you want for your future, and find the next steps to achieve your dream.

Untitled-3
Shift Your Strategy

Our Money Coaches help you uncover what’s holding you back and clear your path, so you can make small improvements that lead to big impact.

How Coaching Works

how coaching works 1 Created with Sketch.

What do you want for the future?

Your coach will ask you questions to find 
out what you want for the future and help you remove obstacles to getting there.

how coaching works 3 Created with Sketch.

Create a plan.

You will make a plan to achieve your goals, 
create accountability and stay engaged at each 
step.

how coaching works 2 Created with Sketch.

Find the answers within yourself.

Your coach knows that you know what’s best for you, so they will ask the questions that will help you find the answers within yourself.

how coaching works 4 Created with Sketch.

Make good choices.

When it makes sense, your coach will point you to additional resources where you can get more information to make good decisions. Don’t worry—there won’t be any sales pitch.

What to Expect

Coaching is confidential and judgment-free. Just bring yourself, no records necessary. Each session will include at least one activity to help you solidify your foundation, create alignment and build an actionable plan.

Make Your Travel Plan. The conversation starts with who you are today and what you want to do, who you want to be, and what you want to have in the future.
Map Your Money. Don't know what's going on with your money? This tool can help you get a view into your financial universe so you can explore areas for improvement.
Scale Your Temptations. Do you want to spend less or save more? This tool will help you create a strategy to shift your spending and focus on what matters.
Chart Your Values. Do you know what's important to you? This tool helps you discover your values and prioritize your spending.
Make Your Travel Plan

The conversation starts with who you are today and what you want to do, who you want to be, and what you want to have in the future.

Map Your Money

Don't know what's going on with your money? This tool can help you get a view into your financial universe so you can explore areas for improvement.

Scale Your Temptations

Do you want to spend less or save more? This tool will help you create a strategy to shift your spending and focus on what matters.

Chart Your Values

Do you know what's important to you? This tool helps you discover your values and prioritize your spending.

Our Money Coaches

No matter where you are on your personal financial journey, our coaches are here to work with you—one on one—to discover fresh perspectives on money and develop new strategies.

Our coaches are not financial advisors, accountants, tax specialists, or astronauts. They're happy to help you dig deep to understand your motivations and how your emotions affect your decision making, but they're not here to tell you where or how to spend or save your money.

Megan

Certified Financial Planner®

Certified Money Coach (CMC)

California Institute of Integral Studies, Master's in Integral Counseling Psychology

Megan's long-term partnerships with Senior VPs at major banks had her managing millions in client assets, but she also found herself managing her client's fears, greed and negative beliefs around money. This realization led Megan to develop a more holistic practice to help people connect to their money. When Megan's not busy coaching, you can find her with headphones on "walk-dancing" through the Redwood trees of Golden Gate Park.

Lisa

Salem State University, BS in Business Education, Minor in Accounting & Management

Professional Coach (Coaches Training Institute)

Lisa loves getting to the heart of the matter. During her 20-year career, Lisa has taught business and personal growth courses, and consulted with multinational organizations to coach all levels of leadership on career transitions, life changes and more. When she is not coaching, you can find her creating and living inside of peaceful spaces at home in the Boston Area or in distant, beautiful lands.

Amanda

University of Kansas, BA in English Literature

Professional Coach (Coaches Training Institute)

During Amanda's years in healthcare IT consulting, she often found herself counseling doctors through the emotional challenges that come with change. This has enhanced Amanda's coaching practice as she helps clients access their inner resourcefulness, overcome fears and tackle challenges from new perspectives. When Amanda is not coaching you will find her organizing entrepreneurship events or hiking, biking, and paddle boarding with her pup, Roxie.

Alene

Professional Coach (IFC)

Occidental College, BA in Psychology

Alene works with her clients to cut through the noise, get back to what matters, and build the life they want to live.  This starts with clarifying clients' compelling vision, helping them recognize and live in conscious choice, and experiencing each moment fully before moving on to the next.  When she’s not calling forth greatness in others, Alene is an avid traveler and searches for the world’s best huevos rancheros.

Jo Anne

Associate Certified Coach, Professional Coach (ICF)

University of Southern California, Los Angeles, MBA

California State University, Los Angeles, MA Exercise Science/Speech Communication 

While Jo Anne formed and led an elite Customer Experience Team for a tech company, she noticed that she was most energized and challenged when she was helping others identify and navigate a path to their dreams. This realization led her down a path to become a Professional Certified Coach who thrives when she witnesses people make connections and take actions toward the life they truly want to live! Jo Anne is a California native who loves water sports, sunshine, animals, self-expression and continuous personal growth and transformation!

Carmen

University of Richmond, BA in Information Systems Management 

Certified Ontological Coach (Newfield Network) 

Professional Coach (ICF)

Carmen’s background in IT leadership for financial services companies was her jumping off point into professional and personal leadership coaching. Working small businesses, community leaders and women and family networks she cultivates authenticity in leadership and relationships. Coaching helps clients break through barriers of fear and self-doubt and write their own personal success stories. When not coaching, Carmen is raising three little humans, evangelizing health and fitness, and experimenting with new recipes in the kitchen.

Amy

Texas A&M University, BA German

Texas A&M , MBA

Professional Coach (ICF)

After years of focus in neurology and amassing the highest levels of corporate achievement, Amy followed her true passion and gift for empowering others as a life coach. As a coach, Amy uses newest forms of neuroscience, stress management and goal setting to help clients integrate their goals, values and passions to THRIVE for a more fulfilled, abundant life. She is an avid reader, globe traveler and will dive in for every creative endeavor she can get her hands on!

Janaki

B.A. in Liberal Arts

Certified Neuro Transformational Coach (CNTC)

The Leadership Circle Certified (TLCP)

Professional Coach (ICF)

Janaki is an accomplished Leadership, Career, and Life Coach with 10+ years of experience serving individuals and corporations globally, including the U.S., India, Canada, Nigeria, Fiji, UAE, and U.K. Janaki helps clients get clear on what they want, shift limiting beliefs, achieve their goals and live a happy and successful life. In her free time she meditates, volunteers, spends time in nature and is an excellent cook and photographer.

Attend a Workshop

Get to know your money and yourself with one of our free workshops.

From "Talking Money with Your Honey" to "Moving on up in Work and in Life", we'll get you talking and thinking about money in a whole new way.

Schedule a Free Coaching Session

Sign up by yourself or with anyone you share financial goals with for a 90 minute, in-person session.

Invest your time in multiple sessions for the best results.