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.
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 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
Coaching Package
$1490
Discounted upfront price. Payment plan available.
- 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
Accountability Subscription
starting at $179/mo
Accountability Subscriptions are only available for Coaching Package graduates
- Ongoing support from your coach to navigate any life events as they come up
- Choose to meet once or twice a month for 60 minutes
- No commitment required – when you’re ready to budget on your own, cancel anytime
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.
