Hi, I’m Holly.
I’m a certified YNAB (You Need a Budget) Coach since 2021. I have been using YNAB since 2014. You can read my family’s story about how we found YNAB here.
Since 2018, I have been a Financial Coach helping people like you. I believe working hard, saving, and being frugal are the keys to reaching Financial Independence. My definition of Financial Independence is having enough income from your assets to cover your essential expenses so that you can survive without ever having to work again. I believe that anyone can achieve this goal. Financial Independence gives you the freedom to do what you want to do. More information about me.
Jump Start - Plan of Action
$$640One Time Payment
- (6) 60-minute video conference calls
- Goal Planning
- Expense planning
- Debt Elimination Plan
- Introduction to YNAB budgeting
- Financial Accountability
- After you sign up for the Jump Start – Plan of Action. You will fill in questionnaires. I will then take a few days to put together a Plan of Action tailored for you.
- Session 1: Then we will get together to go over the Jump Start – Plan of Action. Add and subtract changes as we discuss. Then you will start using the tools we discuss and start following the plan. You will have homework to do. Start using your plan.
- Session 2: We will get together to go over how things have progressed and see where changes need to take place and how you feel. We will also introduce you to YNAB and other tools to see what you need.
- Jump Start – Plan of Action is a great way to have a plan so you know what you need to do.
- Session 3: Introduction to YNAB – You Need a Budget Software/App. Easy to do homework assignments
- Session 4: Help creating your Custom Budget YNAB – Easy to do homework assignments
- Session 5: Continued to support and help answering all of your questions – Easy to do homework assignments
- Session 6: Financial Accountability – Making sure you are staying on track
- Please read FAQ, Cancellation and Refund Policy
1:1 You Need a Budget Coaching
$320One Time Payment
- (5) – 60 minute video conference call sessions
- After you sign up I will be sending a questionnaire so we can tailor our sessions to your needs.
- Session 1: Introduction to YNAB – You Need a Budget Software/App. Easy to do homework assignments
- Session 2: Help creating your Custom Budget YNAB – Easy to do homework assignments
- Session 3: Continued to support and help answering all of your questions – Easy to do homework assignments
- Session 4: Financial Accountability – Making sure you are staying on track
- Session 5: Financial Accountability – Making sure you are staying on track
- Email Support to answer your questions
- *Note: YNAB software is an additional charge.
- Please read FAQ, Cancellation and Refund Policy
YNAB - 1 Session
$75
- 1 – 60 minute video conference call sessions
- Go over any YNAB questions in a 1 hour session
- Help with setting up a budget
- Understanding the 4 Rules
- Problems with a budget
- Need follow up accountability
- *Note: YNAB software is an additional charge.
- Please read FAQ, Cancellation and Refund Policy
Please read the FAQ, Cancellation and Refund Policy