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 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. Follow-up emails with helpful links and review of what we covered

  3. One 30-minute follow-up meeting

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

$295 $239 new year special through February 2026!

CLICK HERE to schedule!

Check-in Meetings

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 $109 new year special through February 2026!

CLICK HERE to schedule!

- OR -

  1. One 30-minute virtual meeting

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

$65

CLICK HERE to schedule!

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 $130.