• Financial peace-of-mind starts with a budget: When you know exactly what your money needs to do, when every dollar has a purpose, when debt has a pay-off plan and savings goals have been assigned - financial peace-of mind will follow.

    …I can show you how to get there…

  • First, we will design the "budget bones" using a program called YNAB*. This is hands-down the most comprehensive budgeting app available. It is based on the envelope system and provides all of the tracking and reporting tools you will ever need.

    *“YNAB: You Need A Budget” software requires a separate subscription

  • Next, we will build a detailed framework that fits your individual situation. We'll outline all of your expenses, your goals, your wants & aspirations, and match them to your cashflow. You'll record all money transactions as they happen, both incoming and outgoing, and soon a very precise image will emerge.

    …that’s when the magic starts to happen…

  • Based on this clear, true-to-life financial picture, we can draw a blueprint for the long term. This includes credit card and/or loan pay-off timelines, breaking the paycheck-to-paycheck cycle, setting savings and wealth-building objectives. And that's it - you now have both insight AND a game plan:

    You have become a Budget BOSS!

Coaching Packages

  • Starter

    .

    This package is designed for anyone who is new (or “new-ish”) to YNAB and wants step-by-step guidance in setting up their budget. We will thoroughly cover all the basics, so you’ll be able to confidently move forward on you own.

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    What’s included:

    free 45-minute introductory call

    (4) coaching sessions (60-minutes each)

    basic budget set-up

    Q & A office hours available

    supplementary materials & meeting recaps

    $540

  • Comprehensive

    (best value!)

    Addresses all of the basics, plus includes an in-depth look at some of the more complex budgeting areas, such as credit card handling, debt pay-off strategies, breaking the paycheck-to-paycheck cycle…or any topic of your choice.

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    What’s included:

    free 45-minute introductory call

    (7) coaching sessions (60-minutes each)

    complete budget set-up

    Q & A office hours available

    supplementary materials & meeting recaps

    income-based scholarships

    $860

  • Subscription

    .

    Each bundle consists of two on-demand coaching sessions - offered on a month-to-month basis. This option best suits those who want to address specific budgeting or financial concepts without having the time commitment of a full package.

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    What’s included:

    free 45-minute introductory call

    (2) coaching session (60-minutes each)

    client driven topics

    Q & A office hours available

    supplementary materials & meeting recaps

    $290