Budgets by Design
Priority based budgeting, strategic spending
Why work with me?
“Amy was a great YNAB coach. She was knowledgeable, supportive, and a great inspiration. I am much more confident with my budget now! Thank you!”
-Kate
I’m the nerd you want to know! I’ve spent years reading financial and budget-related content, listening to podcasts, and improving my budgeting skills! Sure, you can learn to budget in YNAB on your own (like I did), but will you stick with it or will you give up because of the learning curve and miss out on the joy of having your finances under control and knowing exactly where you stand?
Overcome your obstacles
Step 1:
We’ll start with a clear picture of where you’re starting from (no judgement, just reality).
Step 2:
What are your big dreams and long term goals or plans?
Step 3:
We’ll work together to design a budget that reflects your current situation and makes measurable progress toward your goals.
Step 4:
Once you’re comfortable with the basics, we’ll work through how to maintain your budget so it runs smoothly in the background for you.
“On average, new budgeters save $600 in their first two months with YNAB and more than $6,000 after one year.”
— YNAB website
If you’re interested in trying YNAB, you can use this link to try it out for free for 34 days (no credit card required). Each of the coaching packages below includes a free 2 month extension of your YNAB subscription for working with a coach, bringing you a total of 3+ months of free YNAB!
Budget Set-up
$125
This option is for a 90 minute session in which we will work together to set up your budget in YNAB. We will determine a budget structure that works for you and incorporate both your expenses and your financial goals. We’ll set up budget categories and link your accounts, if you’d like to do so. We’ll learn how to enter spending as well.
Coaching sessions & packages
Choose the option that works best for you.
Starter Package
$300
This option includes the 90 minute budget set-up session plus 2 additional 60 minute coaching sessions. This lets us fine tune things after you’ve had a chance to do some spending and pay some bills. We’ll make changes as needed and make sure you feel confident with getting your budget running and working well.
*Standard Package
(best seller)
$500
This option includes the 90 minute budget set-up session plus 4 additional 60 minute coaching sessions. This option is a bestseller since it gives you time to be coached over the course of a few months, so you have experience with going from one budgeting month to the next. At the conclusion of your coaching, you’ll most likely be ready to budget independently with confidence.
One Hour Answers
$100
Do you just need a tricky question answered or to be patiently walked through how to handle a sticking point in your budget? This option is for a stand-alone hour of coaching to get into the details of a solution.
*You can also choose this option to meet about general budgeting questions if you’re not using YNAB.
