Simple, Strategic Money Support with YNAB
Feel clear, confident, and in control of your finances - without DIY overwhelm.
You’re not bad with money. You just haven’t had a system that works with your real life - until now.
As an exec and divorced mom who climbed out of six-figure debt, I know how powerful it is to align your spending with your values. That’s why I offer practical, accessible YNAB services for people who are ready to take ownership of their money; without shame or spreadsheets.
YNAB Service Offerings
Self-Paced YNAB Setup Guide
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Let’s be honest, you’re busy, and YNAB has a steep learning curve.
You don’t have time to binge hours of tutorials and still feel stuck trying to make it work for your real life.
This guide is for you if you want to get your YNAB account fully set up, synced, and organized in just 2 week; on your own time, without the pressure of coaching calls or a complicated learning curve.
It’s flexible, clear, and built for how your life actually works. You’ll move at your own pace with the support of a certified YNAB coach - so you're never left figuring it out alone.
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With the Setup Guide Only ($100):
Step-by-step YNAB setup guide created by a certified coach
2 weeks of unlimited email support
Check-Ins Along the Way
With the Live Coaching Add-On ($250):
Everything in the Setup Guide
A 1-hour 1:1 coaching session to walk through your setup
An extra 2 weeks of unlimited email support (4 weeks total)
Bonus: Weekly email prompts to help build your budgeting habit
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$100 – Self-Paced Setup Guide + 2 weeks of email support
$250 – Setup Guide + Live Coaching (1-hour session + 4 weeks of support)
Not ready for coaching but still want to get started? The guide is designed to walk you through setup without overwhelm, so you can finally stop guessing and start budgeting with confidence.
YNAB Coaching
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You’ve tried to budget, but it never quite sticks. Maybe you've downloaded YNAB, maybe you’ve even watched a few tutorials—but translating all that into something that works for your real life? That’s where things fall apart.
This coaching is for you if you want a judgment-free space to ask questions, get clear, and finally build a spending plan that feels aligned with your values and your lifestyle - not just your bills.
Together, we’ll make sure your money reflects the life you're actually living - not the one you're trying to survive.
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1-hour live coaching session (via Zoom)
Customized feedback tailored to your budget, your needs, and your lifestyle
Written follow-up with detailed notes and clear action steps
Emotional support + strategy in a no-judgment zone
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$150 – One-time coaching session
Most clients only need one session to feel clear, confident, and in control of their budget.
Need more support? Additional sessions can be added as needed; we’ll meet you where you are.
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You’re busy running things: your business, your household, or both. And while you want to stay on top of your money, you just don’t have the time (or energy) to log in, check categories, and make sure everything’s tracking the way it should.
This service is for you if you already have a working YNAB budget but need a trusted second brain to keep it updated, accurate, and aligned with your actual spending and goals.
It’s ideal if you want to stay in control of your money, without having to manage every detail yourself.
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Weekly transaction review + category clean-up
Monthly category-level spending summary
Weekly check-in form to flag questions or clarify unusual activity
Budget alerts for overspending, underuse, or potential shortfalls
Email check-ins when something needs your attention
Need a full YNAB setup or account cleanup before we begin? You can add a Setup Intensive as a one-time service.
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$400/month – Ongoing YNAB Bookkeeping
(3-month minimum commitment)Optional Add-On: $300 one-time Setup/Cleanup Intensive
(Required if your YNAB file needs significant setup before services start)
You’ll get peace of mind knowing your budget is being reviewed and maintained every week, without having to lift a finger.
YNAB Bookkeeping
Let’s make your money a source of clarity, not confusion.
Whether you want to DIY or hand it off, I’ve got you.
I am a YNAB Certified Coach, which means that I have been trained to coach people on using YNAB software and the YNAB method. I have met select requirements of YNAB 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.