Our Vision
Financial coaches make a powerful impact—and they deserve the tools to match. Our goal is to provide you with the resources and platform you need to make an even greater impact, all in one place. Because when you thrive, your clients do too.
Meet the Founder
The founder Alisa Feng started where many coaches do—with a mission to help people take control of their finances as a financial coach. As her practice grew, clients consistently praised the clarity and impact of her visual tools and spreadsheets.
When another coach asked for help improving his materials, it sparked an idea: better tools can amplify coaching and transform lives. That insight led to Beyond the Budget—a platform built from real coaching experience and a commitment to elevate the financial coaching field. Alisa remains deeply passionate about empowering people and now channels that passion into supporting coaches through better tools and resources.
Beyond the Budget started with a clear vision to revolutionize the financial coaching experience through simplicity, clarity, and connection. Our platform was born out of the desire to optimize how coaches and clients share information—making the coaching process more impactful for both.
As we grow, so does our commitment to innovation. We're continually developing new ways to support coaches, with a focus on comprehensive solutions that drive real results. Looking to the future, we're building a comprehensive app to bring everything coaches need into one seamless platform. Exciting updates are ahead—we’d love for you to stay connected and grow with us!
