services

I’ll help you get started or refresh you if it’s been a while (we’ve all been there)

We’ll cover spending, budgeting, and correctly making payments on those tricky credit cards

I’ll walk you through the YNAB workflow, so that you can keep up with the transactions and keep your budget accurate

We’ll solve any technical issues you’re running into and help you get the best possible experience with YNAB.

I’ll introduce you to YNAB or assist in getting you fully up and running in YNAB, demonstrating how-tos, workflows, tips, targets, credit cards, and everything else you’ll need to know

I’ll give a full rundown of YNAB’s four rules, what that philosophy looks like for you, and how embracing a new way of thinking about money can lead to confident spending decisions

Perfect for if life has gotten in the way until now, but you (or you and your partner) are ready to buckle down on finances and get things under control

If applicable, we’ll cover all the ins and outs of combining finances with a partner in YNAB

Using YNAB, we’ll cover the basics of budgeting: how to do it, how to stay on track, and how it helps you achieve your goals

We’ll cover how to smartly allocate your money for future expenses and how to tackle debt

You’ll learn how to organize your financial life and how to save for retirement using proven, recommended investing strategies