Budget Coaching Plans

Not sure which plan is right for you?  Schedule a free 30-minute consultation.


TALK ABOUT IT
$150
  • For those who want to have a deep discussion about a single topic from the list below.
  • A One-Hour Coaching Session


  • Free 30-Minute Consultation
  • What Is Included
  • Select 1 Topic From the List Below
  • Review Your Current Budget System
  • Review Your Current YNAB Budget
  • Develop a Debt Paydown Strategy
  • Develop a College Savings Strategy
  • Develop a Retirement Savings Strategy
  • Develop a Wealth Building Strategy

CREATE A BUDGET
$375
  • For those who are new to budgeting or want to start their budget journey over.
  • Three One-Hour Coaching Sessions Spread Over One Month

  • Free 30-Minute Consultation
  • What Is Included
  • Everything Below
  • 3 Free Months of YNAB for New Users
  • 2 Free Months for Existing YNAB Users
  • Review Your Current YNAB Budget
  • A Complete Budget Setup in YNAB
  • Learn the Four Rules of YNAB
  • Create Your Budget Categores
  • Create Your Budget Targets
  • Setup Your Spending Accounts
  • Setup Your Loan Accounts
  • Learn the Loan Payoff Simulator
  • Give Every Dollar a Job
  • Reconcile Your Budget with Bank Accounts
  • Age Your Money
  • E-Mail Availability Between Sessions
  • Additional Sessions Available at a Discounted Rate of $125/Hr
CREATE A BUDGET AND GET OUT OF DEBT
$600
  • For those who are new to budgeting or want to start their budget journey over and paydown debt.
  • Five One-Hour Coaching Sessions Spread Over Two Months

  • Free 30-Minute Consultation
  • What Is Included
  • Everything in Create a Budget Package PLUS
  • Develop a Debt Paydown Strategy
  • Additional Sessions Available at a Discounted Rate of $120/Hr
CREATE A FAMILY LEGACY
Best Value
$1,200
  • For those who are new to budgeting or want to start their budget journey over. We will create a complete budget and then work on paying down debt, saving for kid's college, saving for retirement, and building wealth.
  • Ten One-Hour Coaching Sessions Spread Over Three Months

  • Free 30-Minute Consultation
  • What Is Included
  • Everything in Create a Budget and Get Out of Debt PLUS
  • Develop a Retirement Savings Strategy
  • Develop a College Savings Strategy for your Children
  • Develop a Wealth-Building Strategy
  • Addiitonal Sessions Available at a Discounted Rate of $120/Hr