How Often Should I Meet With My Financial Coach?

Bailey Knuth
Jun 5
2 min read

Updated: Jun 6

When you start financial coaching, one of the first questions that comes up is:

“How often should I meet with my coach?”

The truth is, there’s no one-size-fits-all answer. It depends on your goals, lifestyle, and how much structure you need to stay on track. Below are the four most common rhythms Mark recommends at Aspyre Coaching—along with who each one is best for.

🗓️ Weekly Sessions

Best for: Clients who want to build momentum fast.

If you’re facing a mountain of debt, trying to build a budget from scratch, or need high accountability, weekly coaching is a game-changer. These sessions help you stay focused and take action consistently—without waiting weeks to pivot or ask questions.

Weekly coaching builds the habits that turn your goals into reality.

🔄 Biweekly Sessions

Best for: Steady progress with breathing room.

Biweekly meetings are the sweet spot for many clients. You’ll still stay accountable, but with time in between to apply what you’ve learned. It’s great for those who have a basic structure in place and are working toward mid-range goals like saving, investing, or career shifts.

📆 Monthly Sessions

Best for: Maintenance and long-term planning.

Already reached a few goals? Monthly coaching keeps your progress from stalling. These check-ins are perfect for budgeting reviews, upcoming purchases, or refining long-term plans. You’ll get expert insights without the pressure of weekly follow-up.

⚡ On-Demand or Strategic Sessions

Best for: Life transitions and major financial decisions.

Some clients prefer to check in when major changes arise—starting a business, preparing for taxes, or navigating a career move. While this isn’t ideal for habit-building, strategic coaching is still extremely valuable for key decisions.

💡 So, What’s Right for You?

At Aspyre Coaching, Mark takes a personalized approach to frequency. Some start weekly and then move to biweekly or monthly. Others jump in when the timing is right. The most important thing is that your coaching rhythm helps you move forward with clarity and confidence.