Budget sessions, money courses and worksheets without account numbers
Financial coaching is about habits: a budget someone can keep, a plan for debt, a calmer conversation about money at home. Your site should make the first step feel safe and the next steps easy to follow.
A first session that feels safe
Booking questions can ask about goals and worries without asking for account numbers. Clients pick a time, and a reminder arrives before the call.
- Questions about goals, not account numbers
- Free and paid session types
- Email reminders before each call
- Rescheduling without emailing you
Courses and worksheets
Teach budgeting, saving and debt plans in a self-paced course, and sell worksheets and spreadsheet templates as downloads.
- Self-paced money courses
- Worksheets and templates as downloads
- Quizzes to check understanding
- Course bundles at one price
Workshops for groups and employers
Run public money workshops as events, and use a payment form when an employer or community group pays for a private session.
- Workshop tickets and check-in
- Payment forms for group bookings
- A newsletter to past attendees
- A blog for money tips
The modules financial coaches lean on
All of these share one login and one database, so the same people show up everywhere.
Appointment Scheduling
Let clients book time with you automatically
Learning Management System
Create and sell courses with a built-in LMS
E-Commerce Shop
Sell physical and digital products from your own store
Event Management
Plan and run events on your own site
Form Builder
Collect data with powerful, flexible forms
Full Blogging Platform
Professional blogging with built-in growth tools
A typical range for the standalone tools these modules replace, based on their published prices.
Questions financial coaches ask
Can I give investment advice on VoVo?
VoVo is software, so it does not decide what you are allowed to advise on. Coaching covers habits and plans, while investment, tax and legal advice need the licenses your area requires.
Should I collect bank details on intake forms?
No. Ask about goals, habits and concerns. Payments run through secure checkout, so you never need a client's card or account numbers in a form.
Can a workplace pay for a money workshop?
Yes. A payment form lets the employer pay by card for a budget or debt workshop, and the workshop itself can run as an event with registration and check-in.
Other kinds of coaching
Retirement and life transition coaches
Phone sessions, workshops and readable courses for people planning what comes after a career.
Business coaches
Masterminds, toolkits, workshops and one-to-one strategy calls for coaches who work with owners.
Divorce coaches
Discreet booking, steady support and private group spaces for people moving through a divorce.
Budget sessions, money courses and worksheets without account numbers
VoVo includes the site, members, shop, courses, events, inbox, help desk, and books. Start on a plan that already has the modules.