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Monthly Coaching Sessions

  • Create a monthly budget that you can actually live on each month

  • Create Financial goals

  • Pay off Debts

  • Learn about your money habits and how to create new habits

  • Learn about saving and investing for your family's future

  • Create Legacy Binder

  • Able to focus on individual's finances

  • 6-month commitment

  • Meet weekly for 1st month, bi-weekly for 2nd & 3rd month and then monthly

  • Access to coach between sessions

  • Meetings via Zoom

On a Video Call
Online Meeting

  • Focus on financial concern(s) of your choosing

  • 1-hour or 2-hour sessions available

  • Meeting via Zoom

One-time Coaching Session

Group Coaching Sessions

  • Create a monthly budget that you can actually live on each month

  • Create Financial goals

  • Pay off debts

  • Learn about saving and investing for your family's future

  • Group accountability

  • 6-week commitment, meeting weekly

  • Meetings via Zoom

Online Meeting
Open For Business

  • Focus on financial concerns of your Small Business

  • Learn to create a monthly budget for your business

  • Reconcile different accounts

  • Create a savings & pay off debt

  • 6-month commitment

  • Meet weekly for 1st month, bi-weekly for 2nd & 3rd month and then monthly

  • Access to coach between sessions

  • Meeting via Zoom

Small Business Coaching

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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 its affiliates.

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