This is the foundational expertise of The Budget Workshop: building rock-solid budgets that work! During our coaching calls we will cover the nuts-and-bolts of the YNAB software set-up. We will discuss account management, reconciliation and best practices - all pertinent to your unique situation. And, we will develop strategies that ensure your success going forward.

Financial Coaching focuses on specific money-related area(s) you want to address. For example: developing a realistic debt pay-off plan; creating a solid emergency fund; setting a target & timeline for large purchases (such as a house); implementing retirement savings goals. With your budget as the guide, we will develop the best solutions for you.

Designed for anyone who is looking to retire soon, or who has recently retired. The switch from receiving a regular paycheck to living on a fixed income from social security, investment returns, and (increasingly rarely) a pension, can be quite overwhelming. We will create a budget and establish financial strategies that are tailor-made and will provide peace-of-mind.