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.
Pricing
Find the service that meets you where you are
Q&A Call
Free
- Want to be sure if it’s a good fit? Book a free 30-minute chat with Kerrie
- The purpose of this call is to get to know one another, find out what struggles you’re having with your money, and learn how coaching can help
Single Session
$200
- A one hour session with Kerrie to look at your budget and troubleshoot quick issues
- Best for specific questions or established YNAB users that want a quick budget check
- Leave the session with clear action items and resources to get your budget cleaned up and ready to go
Coaching Package
$1490
Most popular option!
- Ten 60-minute, one-on-one sessions with Kerrie used over the course of 3 months
- This package will focus on getting you everything you need to start budgeting on your own and moving towards your money goals
- Learn more about the Coaching Package
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).
Is coaching like therapy?
Disclaimer: I am not a therapist! 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 24-hour written notice before the start of a session. With less than 24-hours notice, the cost of the session will be forfeited. All package fees are nonrefundable. Read our full cancellation and refund policy here.
