I am a YNAB Certified Coach, which means that I have been trained to coach people on using YNAB software and the YNAB method. I have met select requirements of YNAB 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 its affiliates.
Have you been trying to use You Need a Budget , Actual Budget, or Liquid Budget and struggling to stay on track? Or possibly, do you want the clarity of a budget without having to do the work? Let me help you!
While I love YNAB and recommend it to many, I know that this type of Type A budgeting is not for everyone. If you aren’t naturally inclined to it, it can feel impossible to stay on top of the budget in a way that is actually helpful. This service will be useful for those who want to use YNAB themselves and need a little help ramping up to using it consistently - and frankly, in my years of coaching personal finance, I’ve found that some clients just need the reporting and the information without having to go in and do the work themselves!
Here’s how it works:
We have an initial meeting where we set up your budget together so I can understand your general goals and spending categories.
We make an account for me through YNAB Together so I can login and work on your budget without you.
On a weekly basis I budget for you and send you an email with a Loom video of where you are at with your spending for the month.
This service starts at $150/month (rate may go up if you require a lot of categories), and requires a 3 month minimum commitment.