Budget Coaching
Helping busy couples and people move from exhaustion and overwhelm to joyful contentment. Money can affect our hearts and touches every area of life. Mindful budgeting can strengthen relationships, reduce stress, and improve overall confidence and well-being. We can make the most of what we have, while loving others well, and stewarding money well together.
What is YNAB?
YNAB is a dynamic personal budgeting software that can change lives and families. It’s based on a time-tested and proven methodology and has been around for over 20 years. YNAB stands for You Need A Budget. Carrie is a certified YNAB coach and completed an intensive 10-week training program through You Need A Budget (YNAB) in the fall of 2022. Carrie has been working with budget coaching clients individually and in group formats in both pro-bono and paid capacities since then.
Does it work?
Yes! YNAB has a huge following of loyal fans that would quickly agree. Carrie has personally been using YNAB with her family since the start of 2016 and can’t imagine life without it. YNAB has helped Carrie’s family navigate temporary income losses, major career and income shifts, a home sale/purchase, car purchases, adding another child to the family, paying down debt, paying for daycare, summer camp, vacations, and more.
Why Coaching?
Consider coaching a long-term investment into your future self: the person you are becoming. We’ll never ‘arrive’, but we can continually learn, improve, and make forward progress. Getting started in anything new often requires assistance and training. Personalized coaching will lessen the learning curve timeline, reduce confusion, make your efforts more effective, and help you see results quicker. Get started on the right path, create a customized plan for you, and have the accountability, support, and encouragement to stick with it.
Coaching Program Pricing:
* payment plans are considered upon request.
$140
Per 1 Hour Session
As needed
No Commitment here, only pay for what you need.
-live personalized support in which we can virtually share our screens.
- 2 additional free months of YNAB included.
-All sessions are accompanied by a summary of learning objectives covered, helpful resources tailored for needs, and homework recommendations. Session recordings are also available upon approval/request.
-Follow up support via email available for up to 45 days.
-Optional add on ($70): Budget preview available for existing YNAB users: I am granted temporary ‘read-only’ access to your budget. I will privately review your budget for 30 minutes and send you suggestion notes to improve your budget efficiency and effectiveness. This preview time can make our live working sessions much more focused and impactful.
-Perfect for existing YNAB users ready to improve their utilization, get back on track, troubleshoot, or those seeking personalized advice for their unique situation.
-Great for the self-motivated ‘quick-start’ user desiring an initial boost and ‘lay of the land’ overview to become familiar with the software interface, basic functionality, and proven methodology.
$375
3 hours of focused coaching
Framework Built
The nuts and bolts are all in place. Your budget is fully set-up to support you best.
-live personalized support in which we can virtually share our screens.
- 2 additional free months of YNAB included.
-All sessions are accompanied by a summary of learning objectives covered, helpful resources tailored for needs, and homework recommendations. Session recordings are also available upon approval/request.
-Follow up support via email available for 90 days.
-Periodic coach initiated check-ins to hold you accountable.
-Optional add on ($63): Budget preview available for existing YNAB users: I am granted temporary ‘read-only’ access to your budget. I will privately review your budget for 30 minutes and send you suggestion notes to improve your budget efficiency and effectiveness. This preview time can make our live working sessions much more focused and impactful.
-Perfect for those wanting to ensure completion of this important goal with the help of an experienced expert.
-Great for those serious about this commitment who want to pro-actively reduce any barriers or confusion.
$675
6 hours of focused coaching
Fully Furnished
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. - Carrie
Comfortably living in and maintaining your new money home.
-live personalized support in which we can virtually share our screens.
- 2 additional free months of YNAB included.
-All sessions are accompanied by a summary of learning objectives covered, helpful resources tailored for needs, and homework recommendations. Session recordings are also available upon approval/request.
-Follow up support via email available for 90 days.
-Periodic coach initiated check-ins to hold you accountable.
-Optional add on ($57): Budget preview available for existing YNAB users: I am granted temporary ‘read-only’ access to your budget. I will privately review your budget for 30 minutes and send you suggestion notes to improve your budget efficiency and effectiveness. This preview time can make our live working sessions much more focused and impactful.
-Perfect for couples seeking to unite around their finances, uncover their money care tendencies, and willing to do this important work.
-Great for those ready to dig deep to build a firm foundation, uproot any trouble spots, fully understand the system, and not rush the process.
Money Care Support Calls: All YNAB coaching clients receive 25% off of money care calls for life.
Personalized, wholistic support for a balanced financial life. Brief and targeted calls are scheduled at regular intervals to keep your financial well-being optimized for the long term. Together we’ll create a care plan that works for your needs, schedule, and budget.
Budgeting is one of the most loving, beneficial, and impactful things you can do for yourself and your family.
