We'll have three 90-minute sessions, ideally all in the first month. During that time, we'll get your budget categories established, your targets set and you accounts imported. We'll make sure you understand the methodology behind YNAB (the Four Rules rule!) and we'll go over the six YNAB habits that will help ensure success. In short, we'll flatten the YNAB learning curve and get you on the road to budgeting success.
This package also includes personalized feedback from me (including videos, if appropriate) about your budget, weekly client-only drop-in office hour and two free months of YNAB (in addition to the one-month free trial that’s offered to everyone).