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Coaching Services

You’ve read the articles and watched the videos, but your situation is unique.

Learn how one-on-one YNAB help can take the stress out of budgeting.

Frequently Asked Questions

What’s YNAB?

You Need A Budget (YNAB) is a budgeting software. I love recommending YNAB to clients, because that’s what I use myself! Please note that you need a YNAB subscription to get the most out of coaching with Mindful Budgets.

Don’t have a YNAB subscription yet? You can start a 34-day free trial. (Psssst. As a YNAB Certified Coach, I can also extend your trial two extra months during a Coaching Package! Just let me know!)

Do you provide bookkeeping support for small business owners?

I do not offer “done for you” bookkeeping support for small business owners who want to use YNAB as a bookkeeping software. My specialization is to help individuals and families with their personal budgets first, then we use a similar strategy to empower you to set up a small business budgets in YNAB. We can also review how to implement Profit First into your YNAB small business budget.

What’s a financial coach vs. a financial advisor?

A financial advisor focuses on creating investment strategies to help you grow your wealth. 

A financial coach (this is me) can help you improve your relationship with money and stay on track to meet your goals.

Another way to think about it: a financial advisor helps you plan for the future, but a financial coach gives you strategies to manage your money today (so that you are able to plan for the future).

I’m interested in coaching but I’m not sure if I can afford your prices. Do you offer discounts?

If you’re interested in coaching but unsure if you can afford it, hop on a free Q&A call and we will work together to find resources that fit your budget.

Keep in mind that you can receive a 5% discount if you pay upfront for the Coaching Package rather than doing the payment plan.

If my services are not in your budget but you’re still hoping to get some one-on-one help, I have a wonderful network of coaches that I’d be happy to refer you to. Feel free to contact me for more details.

Is coaching like therapy?

While we do discuss mindset and past experiences with money, a financial coach is not a therapist and should not be used in lieu of a medical or mental health professional.

What’s your cancellation/refund policy?

Sessions can be rescheduled with at least 48-hour written notice before the start of a session. With less than 48-hours notice, the cost of the session will be forfeited. All package fees are nonrefundable. Read our full cancellation and refund policy here.

“For the first time in my life, I can buy things guilt-free.”