Fee-Only Financial Coaching

Financial clarity shouldn't require a minimum account balance.

Real financial education and 1-on-1 coaching from a CFP® Professional — no products, no commissions, no agenda other than yours.

Book a Free Discovery Call

CFP® Since 2008 Fee-Only No Commissions Fiduciary Standard No Products Sold

What We Do

Financial coaching is different from financial planning services.

Most people don't need someone to manage their money. They need someone to help them understand it, make a plan, and stick to it.

Coaching includes

1-on-1 sessions focused on your specific goals
Budgeting, cash flow, and debt strategy
Financial habit building and accountability
Education on how financial concepts affect you
Review of your overall financial picture
Referrals to specialists when you need them

Not included

Managing or trading investment accounts
Recommending specific securities
Selling insurance or financial products
Preparing tax returns or legal documents

If you need those services, I'll connect you with the right licensed professional. My job is to give you the foundation to make those conversations more productive — and to know when you actually need them.

Why It Matters

The financial services industry is built on conflicts of interest. This isn't.

You pay me directly. That's the whole model. No products, no referral fees, no commissions — my only incentive is to actually help you.

Fee-Only

You pay a flat fee directly. No commissions, no product sales, no trailing compensation of any kind.

Fiduciary

As a CFP® Professional, I'm legally and ethically bound to put your interests first in every engagement.

CFP® Certified

The CFP® designation requires rigorous education, a comprehensive exam, and ongoing ethics requirements. Certified since 2008.

Education-First

The goal is for you to actually understand your finances — not just follow instructions. You'll leave every session with more clarity.

The Process

How it works

Getting started is simple. The first call is free and there's no commitment required.

Book a Discovery Call

A free 15-minute conversation about where you are financially, what you want to accomplish, and whether coaching is a good fit. No pressure, no pitch.

Choose Your Engagement

If it's a fit, we'll agree on a coaching format that matches your goals — ongoing monthly sessions, a focused package, or a one-time deep-dive.

Build Momentum

Sessions are focused on action. Between meetings, you have a clear plan and someone to be accountable to. Financial decisions get easier over time.

About Your Coach

Brooks Rankin

CFP® Professional · Financial Coach

I've spent my career in financial planning — not selling products, but helping real people understand their money and make better decisions with it. As a manager of a financial planning group at a non-profit in the Minneapolis area, my team provides financial planning as an employee benefit.

I started Rankin Financial Coaching because I kept seeing the same problem: most financial services are built around people with significant investable assets. If you don't meet a minimum, you're on your own. That's backwards. The people who need guidance most are often the ones who can least afford a traditional advisor.

Financial coaching is my answer to that gap — straightforward, affordable guidance from a fiduciary who isn't selling you anything.

CFP® Since 2008 Fee-Only Fiduciary Virtual · Nationwide

Get Started

Ready to get a handle on your finances?

The first call is free. Let's talk about where you are and where you want to be.

Book a Free Discovery Call

Or reach out directly: brooks@rankinfinancialcoaching.com