Coaching Services
All services include a no-cost introduction session. Press the "schedule" buttons below to schedule yours.
Support Session |
Steady Support Subscription |
Unlimited Support Subscription |
175 |
100 |
500 |
Per Session |
Per Month |
Per Month |
1.5 Hour Session |
1 one-hour session each month |
Unlimited coaching sessions scheduled in 30 or 60 minute sessions |
Get answers to your YNAB and/or money Questions |
Email support between sessions |
Support between sessions includes email, YNAB Together, and asynchronous support via recorded videos |
Get help setting up your YNAB spending plan |
Access to monthly newsletter |
Access to monthly newsletter |
2 Months of YNAB free* |
Access to monthly open office hours |
Access to monthly open office hours |
50% Discount on webinars |
Free access to webinars |
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2 Months of YNAB free* |
2 Months of YNAB free* |
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* Offered once per YNAB account
Join My Open Office Hours!
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Once a month, I host free Zoom office hours where I spend an hour chatting with people about their budgets and financial goals. There's no set agenda or topic—just a casual, open space for you to ask questions, get advice, and connect with others on similar financial journeys.
Whether you're stuck on a budgeting challenge or just need a fresh perspective, you're welcome to drop in, raise your hand, and start a conversation. No sales pitches, no pressure—just genuine support to help you gain clarity and confidence with your money! |
Second Wednesdays of each monthHeld at 10:00am MT, so noon on the East Coast and 9:00am on the West Coast.
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Coaching Disclaimer:
Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. I am not authorized to render legal, accounting or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting or investment service.
Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. I am not authorized to render legal, accounting or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting or investment service.
YNAB Disclaimer:
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.
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.