Top advisors focused on life coaching / goal alignment in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a life coaching or goal alignment advisor when you feel stuck in your financial journey or want your money decisions to reflect your personal values and long-term dreams. Without clear goal alignment, it's easy to chase short-term gains that don't support your bigger life plans.
- Clarifying your priorities. Look for advisors who help you articulate what truly matters, not just your financial targets.
- Integrating life and money. Ask how they connect your financial choices with your broader life goals, ensuring your plan feels meaningful.
- Adjusting as you grow. Confirm they revisit and revise your goals regularly, recognizing that your priorities can change over time.
- Supporting motivation. See if they offer coaching techniques that keep you engaged and committed to your financial path.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kimberly H
VerifiedCFP®, CRPC®
Troy, MI
Innermost Wealth Management, LLC
Kimberly Houston specializes in life coaching and goal alignment, integrating financial planning with personal values for professionals, especially women navigating career growth and major life transitions. She offers a flat-fee and tiered AUM fee structure, providing comprehensive planning and investment management through her independent, virtual firm based in Troy, MI, which allows clients nationwide to benefit from her CFP® and CRPC® expertise and compassionate approach.
Experience: 10 years
Avg account: $0
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Timothy D
Series 66
Framingham, MA
Fidelity
Timothy D'ambrosia specializes in life coaching and goal alignment, helping clients connect financial decisions with their personal values and long-term dreams. Based in Framingham, MA, he works at Fidelity, a large firm, and brings expertise in charitable giving and active portfolio management, offering a comprehensive approach that integrates financial planning with meaningful life goals.
Experience: 2 years
Avg account: $234,793
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Aaron K
VerifiedCFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch specializes in life coaching and goal alignment, particularly for individuals approaching or living in retirement, integrating financial planning with personal values and legacy goals. With 24 years of experience, CFP® certification, and a flat-fee planning option, he offers a comprehensive approach that includes retirement income strategy and tax planning, distinguishing him through his focus on meaningful retirement lifestyles and his co-authorship of a retirement workbook.
Experience: 24 years
Avg account: $919,187
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Thomas B
Series 63, Series 65
Northbrook, IL
Merrill
Thomas Benedict specializes in life coaching and goal alignment, helping clients define their life goals and integrate them into their financial plans. With 20 years of experience at Merrill Lynch, a large firm, he serves executives and business owners, charging a 1.10% fee for managed strategies under $2 million, which may suit clients seeking structured wealth management within a well-established institution.
Experience: 20 years
Avg account: $860,085
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