Services

I provide Financial Coaching in Denton, Texas, and nationwide (virtually). Whether we are making a fresh spending plan or working out the kinks in a current one, I walk alongside you to achieve your goals. Together, we’ll use the YNAB method to plan for the future, pay down debt, and help you feel confident about where your dollars are going.

What does this look like?

1. Free Discovery Call: We'll chat on the phone for about 30 minutes, find your pain points and dream about how confident future you will feel when you know where your dollars are going.
2. Build the Spending Plan: We'll look at your YNAB spending plan (or create one together) and give every dollar a job.
3. Support: We'll check in periodically to make sure your plan is working for you and chat about whatever adjustments might be helpful.

The Quick Fix

$225 for 90 minutes

You already use YNAB, you’re fairly satisfied with your categories and spending plan structure, you just need help with a few things (debt pay down strategies, utilizing target types, reconciling accounts, etc.)

One session: 90 minutes dedicated to answering your questions, helping you learn to use YNAB to its full potential, and making a plan to help you achieve your goals

The Habit Builder

$560 for 4 hours - most popular

You need help setting up a spending plan and some accountability to keep it going. You have a fairly steady income and you typically make more than you spend. Perfect for engaged couples or newly married couples (or couples new to budgeting together).

First session: 2 hours to solidify your goals, identify your first priority, and set up your spending plan 

Second session: 1 hour session to answer your questions, teach you more skills, and help you overcome your pain points

Third session: 1 hour session about 1 month into your budgeting journey to help you build habits for the future so your money will work for you

The Budget Bootcamp

$875 for 8 hours

You feel anxiety about your financial life and need someone to not only help you set up your budget, but also walk with you every step of the way for the first few months as you learn the ropes. You feel like you’re under a mountain of debt or you are tackling a huge life change and want to make sure you are financially prepared. Also for those who have challenging variable income and want to finally get off the roller coaster of “feast or famine”. About 4 months of support.

First session: 2 hours to solidify your goals, identify your first priority, and set up your spending plan 

6 more sessions: 6 one-hour sessions about 2 weeks apart to help you stay accountable, work through any challenges, and stay motivated to reach your goals