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If you're looking for a starting point with your finances, this is where to begin. We help you set up a budget with YNAB (or other tool of your preference), coach you on how to track your money, and get you moving towards understanding how much money goes in and out every month.

Budget Coaching Packages


Single Session


If you're already using YNAB, but need help with an issue you're having, a one-hour session might be exactly what you need.

Budget Set-Up


Whether you're brand new to YNAB, or you've signed up and don't know where to start, this package includes 1 discovery call and 1 online session to get your budget customized to your needs.


Full Service Package (3 months)


This package includes what you get in package 2, plus 3 months of follow-up bi-weekly sessions, and support via text or email if you get stuck.


We offer several budget coaching packages using the YNAB method. Choose a single session, start-up package, or in-depth longer-term set-up and support.

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