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