Every family is unique. And your budget is, too! You can take control and create a spending plan that works for your family. Check out the coaching options below.

Coaching Options

The Setup Package

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

What you get after your free 30 minute Discovery Call:

  1. Two 60-minute virtual meetings or one 2-hour meeting to get your unique spending plan (a.k.a your budget) established in YNAB so you’re ready to take control of your family’s money

  2. A follow-up email with helpful links and review of what we covered

  3. One 30-minute check-in meeting one week later

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

$295

The Check-in

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

What you get:

  1. One 60-minute virtual meeting

  2. A follow-up email with helpful links and review of what we covered

$130

- OR -

  1. One 30-minute virtual meeting

  2. A follow-up email with helpful links and review of what we covered

$65

The Deep Dive Package

New or continuing with YNAB and want a lot more support to take control of your spending plan? This is for you.

What you get after your free 30 minute Discovery Call:

  1. Initial 2-hour virtual meeting to get your unique spending plan (a.k.a your budget) established in YNAB so you’re ready to take control of your family’s money

  2. Three 60-minute check-in and continued coaching meetings (must use within one month after initial meeting)

  3. Follow-up emails with helpful links and review of what we covered after each meeting

  4. Two extra months of free YNAB before you have to pay for an annual subscription (for new clients only)

$610

Payment Policies

  • To confirm and hold a meeting time, 50% of the total cost of the meeting type is required when scheduling. If deposits are not received within 4 hours of the scheduled meeting, the meeting may be cancelled.

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

  • Meetings that result in a ‘no-show’ will lose the 50% deposit.

  • Remaining balances will be due within 24 hours after the meeting concludes.

  • Clients using The Setup Package or The Deep Dive Package will pay based on the hourly rates (60 min. or 120 min. meeting types). The Setup Package benefit is a savings of $30 and so the 30-minute follow-up meeting will be charged at $35 instead of $65. The Deep Dive Package benefit is a savings of $40 and so the last 60-minute meeting will be charged at $90 instead of $130.