Have your clients sign up and add you, their coach or financial planner, as a collaborator on their account — it's quick and easy.
As a coach, you gain full access to your clients' budgets, spending, and transactions, putting you in the driver's seat to provide informed, hands-on guidance.
Lunch Money makes it easy for you to collaborate, coach, and deliver results — all in one place.
Interested in shaping the future of financial wellness? Lunch Money is launching a certification program for financial coaches, advisors, and cross-border tax professionals. We're looking for passionate individuals to help us bring it to life!
As an applicant, you'll be part of an exclusive group helping to design and define a program that empowers your clients to take control of their finances.
Lunch Money certification will offer several key benefits. You'll gain visibility on our platform, which will connect you with a growing audience of engaged users and potential clients. We will also provide you with an opportunity to share your expertise through guest posts, which can help you build your brand and establish yourself as a trusted authority in personal finance
Eliminate the guesswork by accessing real-time data directly from synced finance institutions. Track spending patterns, income, and progress before your next meeting so that you can offer timely and impactful guidance.
Achieve faster results by keeping your clients accountable. With real-time shared access to budgets and transactions, you'll stay perfectly aligned with your clients, empowering them to stay focused and on track toward their financial goals.
Working with clients that manage accounts across multiple currencies? Lunch Money has you covered. With support for financial institutions in over 30 countries, including the United States, Canada, and EU nations, your clients can easily sync their accounts and manage budgets, no matter where life takes them.
If Lunch Money isn't the perfect fit — it's rare, but it happens! — you can easily export all client data as a CSV and transfer it to another program. Full data portability allows you to choose what works best for your clients — no strings attached.
Lunch Money's intuitive design allows your clients to hit the ground running with minimal guidance. Spend your time coaching clients on better money habits — not teaching them how to use the software.
Try it free for 30 days
No credit card required to get started
Lunch Money is optimized for a laptop/computer (we're proudly
web-first!)
and we offer
a companion mobile app
for on-the-go finances!