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.