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What does coaching entail?

 

Potential topics we will cover during our coaching sessions for you and/or your partner include the following:

  • Creating a budget

    • Our goal is to help create a budget that works for you and will have the flexibility you need rather than one that feels rigid and burdensome.

  • Tracking income and expenses

  • Learning how to reconcile accounts

  • Creating a plan to pay off debts and achieve long-term goals

  • Developing positive financial habits and staying accountable for implementing those habits

  • Assisting couples in being "on the same page" about their money

 

More Details

  • Meetings are held virtually on Zoom

  • Option is available to continue coaching after the end of the initial program

  • Coaching for small business owners or other small organizations is also available upon request

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              Coaching Programs              

4

Four Session Program

This coaching program offers all the essential elements you need for long-term budgeting and financial success. The goal is to ensure you have a working budget, have worked to develop good budgeting habits, are reconciling your accounts, and are well on your way toward achieving your financial goals. A free discovery call and a free pre-coaching demonstration and consult call will be conducted before the official start of the coaching program. A free 94-day trial of YNAB is also included.

8

Eight Session Program

This coaching program offers all of the elements from the four-session coaching program, but is tailored to those who are looking for additional accountability, have challenging or overwhelming financial circumstances, and/or who otherwise need additional assistance beyond the scope of four sessions. The eight session package is a good fit for many prospective clients. The per-session cost of the eight-session package is reduced as compared to the four-session package.

1-2

One or Two Session Program

The one-to-two session programs are intended for current or past clients, and are also intended for  individuals and couples who have specific questions or concerns about their pre-existing YNAB budget. The goal of the coaching sessions is to resolve any specific or lingering questions and to guide the client toward a more confident YNAB experience. The discovery call may be waived at the coach's discretion. No pre-coaching demonstration call is needed for these sessions.

YNAB Certified Coaching Badge

I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or affiliates.

Book a Discovery Call

Book a Discovery Call

I would love to hear how I can help you improve your financial life.

Click below to schedule a 30-minute no cost, no obligation Discovery Call with me and take the first step toward improvements in your finances.

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