Budget Coaching

Why would you want a Budgeting Coach?* 

Most people know about how much they earn and about how much they spend. But most people don’t have a way to manage all the decisions in between the getting and spending of their money. You might be in a good place financially but want to build a method and habit that gives you better control of your everyday spending and long-term savings. Or you might be living paycheck to paycheck, unable to get ahead or out from under debt.

You might have tried budgeting or finance apps - but have had trouble getting started or sticking with them. A Budgeting Coach can help you learn the methods and habits that give you sustained control over your money.

I've been budgeting almost as long as I've had a bank account. I coach one on one with a focus on your values and financial targets. I'm passionate about helping families and anyone overwhelmed by debt. I’m hands-on but want to help you make the right decisions for you. I’m a fail-forward coach, I want you to get going on your own as soon as possible so you can learn by doing and I can coach you along the way.

As an avid YNAB user and Certified YNAB Budgeting Coach, Josh offers multiple coaching options for clients who choose to use YNAB: 

YNAB On-Boarding: $500

You are new to YNAB, new to budgeting, or have tried and need to start fresh. This package includes a review of the YNAB method and full coaching through the application of budgeting principles with the YNAB app.

  • Client questionnaire
  • Introductory meeting (60 minutes)
  • Initial setup (90 minutes)
  • Three follow-up meetings (60 minutes each)
  • Availability for questions via email

I Need Help: $150 for 90 minutes

You're using YNAB but need some help solving a problem or working through how the app can help you pay down debt.

  • Client questionnaire
  • 90-minute meeting 


*Please note that budgeting coaching is not full financial planning. As fiduciaries, we are not able to offer investment advice or specific financial planning advice to clients not engaged in full financial planning. This is to make sure that any specific financial advice is given knowing a full and complete picture of your finances.

I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or its affiliates.

Photo by Towfiqu barbhuiya on Unsplash

Interested in YNAB Budget Coaching? Fill out the form below for a complimentary 30-minute discovery call to learn more.

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