After completing your Fit Check, it’s time to go full budget nerd! Over three sessions we will put together a budget template that works for you. Here’s how that works:

In session one, we’ll talk through how your spending habits and financial goals can be broken into bite sized pieces using YNAB targets. At the end of session one, you’ll be equipped to set up your YNAB categories and YNAB targets. Make sure to budget at least two hours for homework between sessions one and two. 

In session two, we’ll: troubleshoot your budget setup, practice reconciliation and transaction entry,  and connect your accounts. By the end of the session, you’ll be ready to give your dollars jobs and live like a YNAB-ber.

In session three, we’ll troubleshoot transactions you didn’t know what to do with and prepare you to cope with future roadblocks.

Coaching does not include the YNAB software; I recommend you sign up for the YNAB 34-day free trial and book all three of your sessions inside that 34-day window.