Find peace with your money with the help of a YNAB Coach.
Kerrie is a YNAB Certified Budget Coach who uses values-based budgeting to help you pay off your debt, take control of your money, and find financial peace.
What is YNAB Coaching?
YNAB Coaching is one-on-one help with a YNAB Certified Budget Coach to help you get your budget set up, once and for all.
YNAB Coaches can help you understand the foundational principles behind YNAB, help you review and edit your budget, understand complicated features (like credit cards, Fresh Starts, or loans), and build a sustainable budget routine that works for you.
A YNAB Coach can teach you about more than just YNAB. We also help you pay off debt, clarify your values, create a framework to make financial purchases, save money, and build a happier life.
Whether you’re an existing YNAB user looking for support, or someone who’s never heard of YNAB before, we’d love to help you find out if coaching is right for you.
How a YNAB Coach Can Help You Fix Your Budget
Here’s a typical client journey at Mindful Budgets:
First, we learn the 4 Rules.
It’s important to start at the beginning. We often spend our first session together reviewing the 4 Rules of YNAB, which makes understanding the software easier, and setting goals for the coaching experience.
We spend the next few sessions setting up or fixing your YNAB budget.
We could spend 5 minutes or 5 sessions on this depending on each client’s needs. Here we learn the ins and outs of YNAB’s features, how to add categories and transactions, reviewing credit cards, and more.
We talk about building new habits.
Just because you know how to budget doesn’t make it easy to incorporate into your life. Throughout coaching, we will discuss what’s working for you and what doesn’t, so we can find the solution that works in your real life, not just on paper.
We cover specific topics for your situation.
If you’re budgeting with a partner, we’ll talk about how to handle communication and align your goals when you have different money styles. If you’re a small business owner, we can discuss how to use Profit First principles and use YNAB for your business budget. Trying to pay off debt? We’ll discuss debt pay-down strategies and help you calculate how much is realistic.
Finally, you go off and budget on your own.
By the end of working together, our clients are given everything they need to budget independently!
Want to learn more?
Book a free 30 minute consultation to see if this is a good fit for your needs
Mindful Budgets is YNAB Certified!
We love helping clients set up their YNAB budget — that’s what we specialize in!
And once your YNAB is set up, we’ll dive even deeper to set realistic financial goals, incorporate your values into your budget, and help you find peace with your money.
What Clients Are Saying
“I’ve never been good with money. I felt so much shame about my spending, so I kept ignoring the problem. Kerrie helped me break down the mental barriers I had for budgeting. Now, I have never felt so much freedom around my finances!“
JACLYN LIM
Oakland, CA
“I’ve tried budgeting before but couldn’t keep up with it. Kerrie taught me how budgeting can be fun! My partner and I are communicating better about money now and we’ll be paying off our car loan sooner than we thought was possible. Yay!”
ALYSSA CHAPMAN
San Diego, CA
“I was embarrassed about my debt and I thought it was too late to change my habits. Kerrie and I made a budget to help me pay off my debt faster, and still let me have my morning Starbucks! For the first time in my life, I can buy things guilt-free.”
LEW PENNINGTON
Los Angeles, CA