Matt Lenhart Coaching
Book a call with me:
Introductory Call
In this call, we can get to know each other, talk about your current financial situation, and discuss whether my budget coaching services can help.
YNAB Q&A
In this session, I answer your questions about YNAB! This option is primarily for those that already have a YNAB budget set up but have questions or would like someone to review and offer tips for optimizations.
Please review and submit the Coaching Agreement prior to booking this session.
If you haven't already, please make sure you sign up for a free trial with YNAB here. Having your bank account information and electronic or paper copies of your monthly bills will help us make the most of this time.
Budget Starter Package
This 3-session package will help you get a YNAB budget up and running!
Please review and submit the Coaching Agreement prior to booing this package.
- 60-minute discovery/overview call so I can learn more about your current situation and walk through the YNAB method (if necessary)
- 90-minute budget setup call to set up your accounts, categories, and targets
- 60-minute month rollover call to discuss questions or make adjustments after your first month of budgeting, and walk through month rollover activities.
NOTE: This booking will allow you to schedule the initial 60-minute call. Once scheduled, I will provide separate links to schedule the additional 2 calls for no additional charge.
If you haven't already, please make sure you sign up for a free trial with YNAB here. Having your bank account information and electronic or paper copies of your monthly bills will help us make the most of this time.
