Have you been trying to use You Need a Budget and struggling to stay on track? Or possibly, do you want the clarity of YNAB without having to do the work? Let me help you!
While I love YNAB and recommend it to many, I know that this type of Type A budgeting is not for everyone. If you aren’t naturally inclined to it, it can feel impossible to stay on top of the budget in a way that is actually helpful. This service will be useful for those who want to use YNAB themselves and need a little help ramping up to using it consistently - and frankly, in my years of coaching personal finance, I’ve found that some clients just need the reporting and the information without having to go in and do the work themselves!
Here’s how it works:
We have an initial meeting where we set up your budget together so I can understand your general goals and spending categories.
We make an account for me through YNAB Together so I can login and work on your budget without you.
On a weekly basis I budget for you and send you an email with where you are at with your spending for the month.
As part of this service, you can also book discounted one off personal finance coaching sessions with me!
This service starts at $150/month (rate may go up if you require a lot of categories), and requires a 3 month minimum commitment.
In beta: I am starting to offer this with Monarch Money as well. Rate is $160/month and includes the cost of the software, or $150/month if you already have a subscription. Please reach out if you’d like this same service with their software!