Coaching Services
I’m a Certified YNAB Coach. That means I’ve been thoroughly trained on the YNAB software and how to guide people through using it. I’m not a financial advisor. I couldn’t tell you a thing about bitcoin or NFTs. But if you’re looking for someone to help you manage your day-to-day cash flow and help you figure out what to do when your next paycheck hits, I’m your gal.
Here’s just a handful of things we could work on together:
Setting up YNAB for the first time
Getting your mindset in the right space for successful budgeting
Planning a debt pay down strategy
Figuring out the solution to a specific YNAB question
Dealing with credit card debt
Getting out of the paycheck-to-paycheck cycle
Getting clarity about your spending habits and priorities
Making a plan to save for a large goal
Get in touch if you’re interested in a one-off coaching session, or see the below package options for multiple sessions.
Coaching Packages
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A Couple of Date Nights
For the price of a couple of nights out (don’t forget the babysitter 🙃) you’ll get three 1-hour sessions, plus your free 30-min intro call.
We’ll work together to talk about your financial goals, get your budget set up, and answer questions that come up as you dig in to using the budget in your daily life.
This package is ideal if:
👉 You’ve budgeted before but feel overwhelmed by the prospect of setting up yet another budgeting app
👉 You’ve heard of YNAB, maybe even have an account, but feel like you’re not getting the most out of it or don’t know where to start
👉 You’re already using YNAB and have a few specific questions or scenarios you’d like help figuring out (e.g. debt pay down strategy, help with credit cards)
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A Fancy Gadget
Treat yo’ self! For the price of fancy new gadget you’ll get six 1-hour sessions, plus your free 30-min intro call.
Over several weeks we’ll get your budget set up, clarify your goals, and problem solve real-time as you encounter your monthly financial hurdles, like paying bills, allocating your paycheck and more.
This package is ideal if:
👉 You’re intimidated by budgeting and aren’t really sure how to prioritize your spending
👉 You’ve never heard of YNAB, but are interested in using a software that brings you clarity about your spending and helps you achieve your goals
👉 You have debt you want to pay down but feel stuck and need help creating a plan
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A Weekend Getaway
Hotel, airfare, rental car, dinner out… it adds up! For the price of a weekend getaway you’ll get twelve 1-hour sessions, plus your free 30-min intro call, and we’ll even plan for your next actual weekend getaway.
Over the course of 2-3 months we’ll get your budget set up, set some goals, and track your progress. I can help you get your partner on board, deal with complicated debt situations and help get you in the headspace for future success.
This package is ideal if:
👉 You’re feeling motivated but aren’t sure you’ll be able to stick with budgeting long term
👉 You recognize that something has to change but you have no idea what or how to get to where you want to be financially
👉 You’re going through a life change and want some help adjusting your finances to your new situation