Services

Coaching Sessions

All new clients will receive a Free 30 minute consultation

This is time for us to discuss your current situation, experiences, needs, and goals. It will help tailor what is needed best for you to succeed onward. No obligations! My goal is to get you self sufficient as quickly as possible so you can benefit the most.

Each Coaching session includes:

Remote or In Person Training

Screen share options for meeting remotely or in-person if local

Email and Phone Support

I am available for follow up questions to topics discussed after our session

Session Summary

I provide a copy of session notes and summary to you after each session

What next?

The coaching is just the start. I will give you action items to follow up on between sessions or to keep you going on your journey.

Pricing and Covered Topics


Individual Sessions

30 Minute Session - $80

This is designed for quickly answering your questions on how to get started, what best processes can help you in a specific scenario, or as ad-hoc follow up sessions to touch on topics not covered that you want to know more about

60 Minute Sessions - $150

Any of the following topics (or others if needed) time permitting and in no particular order:

  • The YNAB Rules

  • Setting Up the Budget

  • Familiarize you with inputting transactions, assigning jobs to money, linking accounts, reconciliation

  • Credit Cards in YNAB

  • Getting out of debt / building up an emergency fund

  • Troubleshooting your questions

90 Minute Sessions - $200

Any of the following topics (or others if needed) time permitting and in no particular order:

  • The YNAB Rules

  • Setting Up the Budget

  • Familiarize you with inputting transactions, assigning jobs to money, linking accounts, reconciliation

  • Credit Cards in YNAB

  • Getting out of debt / building up an emergency fund

  • Troubleshooting your questions

Package Pricing (Up to 5 Hours of Coaching) - $350

This option is best if you are unfamiliar with YNAB, have a complex situation, want accountability longer, learn better in smaller increments, or if you prefer the investment upfront

Two 1-Hour Meetings

  • The YNAB Rules

  • Setting Up the Budget

  • Familiarize you with inputting transactions, assigning jobs to money, linking accounts, reconciliation

Up to 3 Hours of Follow up Meetings (we can meet in 30-90 minute increments as works best for us both)

  • Credit Cards in YNAB

  • Getting out of debt / building up an emergency fund

  • Troubleshooting your questions


Follow-up Coaching

Sometimes our situation changes - or we want it to and just need help figuring out "how" from where we are. I am available for follow-up coaching sessions at a reduced rate after 4 hours of paid coaching.

Scholarships and Financial Assistance

For YNAB Coaching with Me

I am fully supportive of you taking control of your current situation - and recognize we are all starting from different places. The time I have invested in learning the software and helping coach others have shown me that it may be simple...but not always easy! In an effort to get you started, I will offer sliding scale rates for up to 2 hours of coaching. This should help you start where you are.

In addition to offering a sliding scale, I am also proud to offer a limited number of full coaching packages (up to 5 hours per recipient) each year.

To request candidacy, please reach out to me and we can discuss during the initial 30 minute consultation. Don't worry, chatting about it will not take up the full time together. The first step is starting - and we can go from there!

For YNAB Software

You Need A Budget has several ways to save on the cost of their application. Please make sure to check the "Browse Programs" section of their website for their latest offerings. You can also take advantage of their FREE 34 day trial, and extend it another month if you sign up using my referral link (this gives me a month free too!)

Referral link: https://ynab.com/referral/?ref=x5cWwotYF9Tvn3xU&utm_source=customer_referral