people don’t make bad financial decisions. They Make Uninformed ones.

Pricing

YNAB Technical support and troubleshooting

$80/hour

Typically no consultation call,
but available if desired.

  • Comprehensive YNAB technical support and troubleshooting

  • My goal is to make you an independently proficient user

  • I answer any and all questions you have on all things YNAB

  • Stump Me Discount - if I can’t figure out your problem, get a $20 discount, plus I’ll look into it afterward and follow up with resources or a solution

  • Schedule one session at a time on an as-needed basis

  • Get two free months of YNAB (or extend an active free trial)

Budgeting and financial planning
from the basics

$50/hour for those 24 and younger
$100/hour otherwise

Free Consultation Call
(recommended, not required)

  • We have a free call to discuss your situation, wants, and needs to see if I’m a good fit for you

  • I’ll cover financial basics as they relate to credit cards, paying down debt, saving for retirement, different types of bank accounts, and how to spend and prioritize your money (note: that’s different than what to spend it on, which will always be up to you)

  • We’ll budget out a paycheck and talk about how far your money goes - and how to live within your means from there

Developing A Budget Plan For individuals or couples

$100/hour

Free Consultation Call
(recommended, not required)

  • We have a free call to discuss your situation, wants, and needs to see if I’m a good fit for you

  • I introduce you to YNAB or assist in getting you fully up and running in YNAB, demonstrating how-tos, workflows, tips, targets, credit cards, and everything else you’ll need to know

  • You’ll build your understanding of the four rules of YNAB and what that philosophy looks like for you

  • We will discuss goals and priorities and how to plan for those in the budget

  • If applicable, we’ll discuss partners combining finances and what that looks like in real life and in YNAB

all prices prorated per 15 minutes

accepted Payment methods

Paypal, venmo, zelle

Invoice available upon request.

Cancellation & Refund Policy

I will always be flexible. Cancellation of a scheduled session may be made at any time, for any reason, for free.

Refunds are not offered for completed sessions.