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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

Working from Home
Purple Podiums

              Coaching Programs              


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.


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.


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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