Software for Financial Coaches

Your financial practice.
One link.

Your clients book consultations, pay, and access resources from your link. You see everything in one place — no WhatsApp, no spreadsheets, no chasing anyone.

Financial coach

If you're a financial coach, this sounds familiar...

Clients asking the same questions over and over in your DMs

Informal payments with no receipt or record

Client tracking buried in Google Sheets

Valuable knowledge you're not monetizing

Your Clients Book and Pay on Their Own

No more back-and-forth messages to schedule appointments. Your client goes to your link, picks the consultation type, pays — and you get the notification with everything ready.

  • Client books and pays in one step
  • Initial consultation, follow-up session, plan review
  • You already know who's coming, at what time, and it's paid
Initial Consultation
Full analysis of your financial situation
60 min
Duration
$75.00
Price
1. Date & Time
2. Your Info
Select Date & Time
February 2026
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Continue to Your Information

Sell Packages and Get Paid Without the Hassle

Accept payments with Stripe, PlaceToPay, and ATH Móvil — your clients pay however they prefer. Sell session packages, custom financial plans, and digital resources.

  • Sell coaching packages directly from your link
  • Personalized financial plans
  • ATH Móvil, Stripe, and PlaceToPay integrated
  • With Stripe: cards, Apple Pay, Google Pay, Klarna
  • Get paid instantly — no chasing payments
Financial Coach
Sort By: Relevance
Initial Consultation
Initial Consultation
$75.00
3-Session Pack
3-Session Pack
$199.00
Financial Plan
Financial Plan
$150.00
Gift Card
Gift Card
$100.00
Stripe · PlaceToPay · ATH Móvil

Every Follower Is a Potential Client

A form on your link captures the info, sends an automatic email, and saves the contact in your CRM — without you lifting a finger.

  • Capture name, email, financial situation, and goals
  • The client gets an instant reply
  • Lead magnets delivered automatically
  • Every lead goes straight into your CRM
  • You know exactly where they came from
BONUS: Offer a "Free Guide: 5 Steps to Get Out of Debt" in exchange for their email. The form delivers it automatically.
Free Financial Checkup
Free Financial Checkup
Tell me your situation and I'll show you how I can help.
Full name:
Email:
What's your financial goal?
Do you currently have debt?
Submit

Know Who Paid, Who's Coming, and Who's Behind

Every consultation, every purchase, every form — logged automatically. No more spreadsheets. No more "wait, where did this client leave off?"

  • Full session and payment history per client
  • See who still has sessions left in their pack
  • Private notes on every profile
  • Segment by active, prospects, past clients
  • Re-engage inactive clients with one click
Customer Hub
Manage your relationships and grow your network
All Customers Best Customers
CLIENT
Roberto Díaz
Self-employed
roberto@email.com
787-555-9876
3-Session Pack
Last contact: 5 days ago
Notes ^
Add a quick note...
+ Add Note
View Lead Submissions →
+ Add Customer

Sell Your Knowledge Over and Over Again

Not a subscription — one-time purchases of digital content. Create it once, sell it forever.

  • PDFs: budgets, debt guides, worksheets
  • Spreadsheets: expense tracker, emergency fund planner
  • Videos: personal finance mini-courses
  • Bundled packs at a better price
  • Instant access after payment
Get Out of Debt Guide
Guide: Get Out of Debt in 12 Months
$29.00
Complete template with a payment plan, monthly expense tracker, and snowball strategy. Includes an editable Google Sheets spreadsheet and a step-by-step PDF guide.
PDF + Template Instant access
Buy Now
Secure payment with Stripe

More Tools. Same Link.

Every tool designed so you can focus on helping clients, not managing spreadsheets.

Order Management

A dashboard to track everything you sell. Perfect for custom plans that take time to prepare.

  • Pending and completed orders
  • Status: pending / in progress / delivered
  • Who bought what and when

Content Posts

Educate for free, sell later. Publish finance tips and build trust with your audience.

  • Saving and budgeting tips
  • Common financial myths debunked
  • Success stories (anonymous)

Your Entire Practice on One Page

Your Grid is your professional homepage — where everything lives. Consultations, resources, gallery, forms, social media... all organized in one link you share in your bio.

  • Your photo, name, and bio up top — professional first impression
  • Drag and organize your Punies however you want
  • Connect all your socials: LinkedIn, Instagram, YouTube, and more
  • One link for your bio: puny.bz/yourcoaching
Website? You don't need one. Your Grid replaces your website, your Linktree, and your appointment system — all in one.
Coach Finanzas PR
Certified financial coach · San Juan, PR
Initial Consultation
Book your 60-min session
Packages
3-session pack
Free Checkup
Tell me your situation
Get Out of Debt Guide
PDF + Template — $29

Your Financial Practice in One Link.
Finally.

Clients flooding your DMs all day
Informal payments with no record
Knowledge you're not monetizing
Professional booking with integrated payment
Payments with Stripe, ATH Móvil, and more
Automatic CRM per client
Digital resources that sell themselves
Everything in one link

Free plan available. Pro plans from $35/mo.

Got questions? We've got answers.

Do I need to be tech-savvy?

Not at all. If you know how to use Instagram, you know how to use Puny. Everything is set up from your phone in minutes — no coding, no design, no headaches.

Can I sell sessions and digital resources at the same time?

Yes. Your link can have booking for consultations, a store for session packs, and a paywall for PDFs and templates — all in the same place.

Does it work with ATH Móvil?

Yes. Puny integrates ATH Móvil, Stripe, and PlaceToPay. Your clients pay however they prefer and you receive the money directly.

How do I capture leads from social media followers?

You create a form on your link — for example "Free Financial Checkup" — and share it in your bio. The form captures the lead, sends an automatic email, and saves it in your CRM.

Can I sell digital guides and templates?

Absolutely. You upload your PDF or resource link, set a price, and Puny delivers it automatically when the client pays. Create it once, sell it forever.

Does it replace my website?

Yes. Your Puny link works as your website, store, appointment system, and CRM — all in one. You don't need anything else.