What does coaching entail?
Topics we will cover during our virtual coaching sessions include:
Creating a budget
My goal is to help create a budget that reflects your spending priorities.
I'll also help troubleshoot issues you're having with your budget.
Empowering you with confidence and clarity in your spending
Helping you achieve stability by setting aside funds for next month
Tracking income and expenses
Creating a plan to pay off debts and achieve long-term goals
Developing positive financial habits and staying accountable for implementing those habits
Assisting couples in being "on the same page" about their money
More Details
Option is available to continue coaching after the end of the initial program
Budget coaching for small business owners or other small organizations is also available
Coaching Programs
4
Four Session Program
The 4-session program offers all the essential elements you need for long-term budgeting and financial success. The goal is to ensure you have a working budget, have worked to develop good budgeting habits, are reconciling your accounts, and are well on your way toward achieving your financial goals. A free discovery call will be conducted before the official start of the coaching program. A free 94-day trial of YNAB is also included.
6
Six Session Program
The 6-session program offers all of the elements from the four-session coaching program, but is tailored to those who are looking for additional accountability, have challenging or overwhelming financial circumstances, or who need additional assistance beyond the scope of four sessions. The per-session cost of the eight-session package is reduced as compared to the four-session package.
1-2
One or Two Session Program
The 1-to-2 session programs are intended for individuals who have specific questions about their current YNAB budget or who have already worked with New Trajectories. The goal of the coaching sessions is to resolve any specific or lingering questions, and these 1-2 sessions will guide the client toward a more confident YNAB experience. The discovery call may be waived at the coach's discretion.
I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or affiliates.