Coaching Options

The Setup Package

$99

New to YNAB or returning to YNAB after time away? This is for you.

The Setup Package includes:

  1. Two 60-minute virtual meetings to get your unique spending plan (a.k.a your budget) set up in YNAB so you’re ready to take control of your family’s money

  2. Follow-up emails with helpful links

  3. One 30-minute follow-up meeting to answer questions and check-in after your setup is complete

  4. Two free months of YNAB before you have to pay for an annual subscription

CLICK HERE to schedule!

Check-in Meetings

Already using YNAB but getting stuck? Just need a quick check-in or additional coaching? This is for you.

Options:

Payment & Cancellation Policies

  • The full payment for The Setup Package is due when scheduling the first 60-minute meeting, and that payment will also cover the additional two meetings in The Setup Package.

  • The full payment for the 30-minute and 60-minute Check-in Meetings are due when scheduling.

  • Cancellations that are 4 or more hours in advance of the meeting start time will receive a refund of the deposit.

  • “No-shows” to the Check-in Meetings will not receive a refund.

  • “No-shows” to the first meeting in The Setup Package will receive a refund minus $99.