In private build • Early access opening soon

The Financial Coaching Workbench

Avance helps coaches plan financial independence journeys, standardize client workflows, automate admin with embedded AI, and generate meeting-ready outputs — without spreadsheets.

Standardize client delivery
Automate recaps, tasks & insights with AI
Produce premium meeting packs in minutes
Model FI timelines, projections & what-if scenarios

What Avance Does

Three pillars of your coaching workflow

Standardize

One system for client profile → updates → meeting pack → recap → next steps

Automate

Embedded AI drafts summaries, extracts tasks, highlights deltas

Deliver

Client-ready outputs: snapshots, action plans, meeting packs

How It Works

Four simple steps to structured coaching

1

Capture

Client updates, snapshots, budgets, notes

2

Analyze

FI progress, projections, scenarios, key changes

3

Generate

Meeting pack + recap drafts

4

Follow-through

Tasks + nudges, coach-controlled

Embedded AI

Memory, Copilot, and Agents working for you

Memory

Searchable client history across notes and updates

Copilot

Drafts recaps, insights, and report sections (coach-approved)

Agents

Handles repeatable tasks like summarizing updates and extracting action items

Insights, not advice

Concept Preview

Not final UI — visual direction only

Client Snapshot

Concept
Q1 2026
Sarah Johnson
Projected Retirement: 2043
65%
Target: $750K
Net Worth
$487K
65% of target
Monthly Savings
$2,400
+12%
Debt Balance
$18K
-8.5%
Emergency Fund
$24K
+6 mo

Key Highlights

  • Emergency fund now covers 6 months of expenses (up from 4)
  • Paid off high-interest credit card balance ahead of schedule
  • Increased 401k contribution from 6% to 8%

Net Worth Trend

$180K $487K
2016-2026

Action Items

Review Q2 tax withholding strategy
Open and fund Roth IRA for spouse
Schedule insurance review call

Meet the Founder

Rahul Sarin, Founder of Avance
Rahul Sarin
Founder

I'm Rahul Sarin — a career fintech product builder, a decade-long financial independence practitioner, and the founder of Avance, based in the Greater Toronto Area.

I've spent two decades in fintech product development — corporate banking with a major global bank, and building securities-lending platforms used by banks, hedge funds, and broker-dealers across the US, UK, and EU. Big-institution money infrastructure, in other words. But the money work I care most about has always been closer to home: my family has been on its own financial independence journey for nearly ten years. We crossed Coast FI a couple of years ago and are now working on pulling our target date forward. Like most of the FI community, I ran it all on spreadsheets — and somewhere along the way became the finance person for my extended family and a few close friends' households too.

A few years ago, a conversation with an FI coach stuck with me: coaches change their clients' financial lives, yet they run their practices the hard way — spreadsheets, scattered calculators, chasing check-ins by email.

Every serious profession has an operating system. Coaches deserve one.

That's Avance: less prep and ops, more time actually coaching.

Join Early Access

We're onboarding a small cohort of coaches to shape Phase 1

Join the Founding Coaches Cohort today and get early visibility, a direct line to the founder, and real influence on what we build next.

Priority onboarding

First access when early access spots open

Founding cohort pricing

Preferred terms for early participants

Shape the roadmap

Your workflows + feedback drive what we build

Define the outputs

Help shape the "meeting pack" coaches actually use

No commitment required to join the waitlist.

Frequently Asked Questions

No. Avance is in private build. We're opening early access to a small cohort of coaches who want to shape the product from the ground up.

Financial coaches and planners who run recurring 1-on-1 client engagements and want to standardize their delivery, reduce admin time, and produce consistent meeting materials.

No. Avance provides educational insights and operational tools for coaches. It does not provide financial advice, investment recommendations, or portfolio management.

That's the plan. Phase 1 focuses on core workflows. Integrations with calendar, CRM, and accounting tools are on the roadmap based on early cohort feedback.

Early access participants will get preferred pricing and input on the model. We're considering per-coach or per-client tiers. No commitment required to join the waitlist.

Direct access to the founder, input on feature priorities, and first look at new capabilities. You'll shape what Avance becomes.

Fair question. Avance is built by a fintech product builder with 20 years across banking and securities platforms, and a decade-long financial independence practitioner working directly with coaches — you can read the full story in Meet the Founder above. Book a 10-minute call to meet the founder and see our thinking firsthand.