MONEY & YNAB BUDGET COACHING
Financial well-being is the foundation to a fulfilling life.
It's not just how much money you have, but whether or not you feel confident about, and in control of, your financial situation.
Unfortunately, so few of us have it. According to the American Psychological Association, 65% of Americans say that money is a significant source of stress for them.
I was in that 65% that found money significantly stressful.
Money used to be a constant source of stress for me, and not just when I didn't have enough. Even when I had plenty, I had this belief that financial freedom meant the freedom to ignore my finances. Of course, that just resulted in too many late fees!
It was a completely different way of budgeting and thinking about my money. It took me a few tries to get started, but eventually I did and it changed my life.
I quickly recognized that what was causing the most stress was what I didn’t know and wasn't tracking with my money. As soon as I embraced YNAB’s methodology and starting using the app and tracking my money, so much of my financial stress was relieved.
- I knew when bills were due, and how I was going to pay them, even if it was by credit card during the lean times.
- I saved for those surprise expenses, that really shouldn’t have been a surprise (I’m looking at you every six-months car insurance bills!).
- I paid off debt.
- I built savings for those things that you hope don’t happen, but often do, like replacing a stolen bicycle, fixing your car’s alternator, or getting a bigger than expected tax bill.
- I was able to set aside a bit of fun money that I could spend on anything I wanted, without guilt, even when there wasn't much to go around.
Now, I look forward to the few minutes I spend on YNAB each morning. I have savings for every possible expense I can think of, and a rainy day fund for the things I didn’t. It helped me change my mindset about money.
And most importantly, I’ve joined the 35% of folks who don’t consider money to be a source of stress.
I want you to be part of the 35% of people who enjoy an stress-free financial life.
Whether you're living paycheck-to-paycheck even when you're making good money, have a mountain of debt, or are just not sure if you can afford to start that side-hustle, save more for retirement, or treat yourself without feeling guilty, I can help.
Hi, I'm Shannon.
Whether you're living paycheck-to-paycheck even when you're making good money, have a mountain of debt, or are just not sure if you can afford to start that side-hustle, save more for retirement, or treat yourself without feeling guilty, I can help.
As a money and YNAB coach, I can help you get your finances under control once and for all. Together, we'll make sure you're clear on your financial goals, and create a personalized spending and saving plan that works for your unique situation. YNAB makes the process of tracking your expenses, planning for the future, and achieving your financial goals straightforward and easy to track.
If you're already using YNAB, we will fine-tune your budget and make sure you're using YNAB efficiently and in support of your financial goals.
But, my services don't stop there. As a life coach with over 20 years of experience, I'll also help you identify and let go of any mindset blocks or limiting beliefs that are holding you back from creating a financial foundation that supports you and what you really want in life.
Money & YNAB Coaching Options
Whether you're completely new to actively managing your money, budgeting and YNAB, or have experience, but just aren't getting the results you want, there's a coaching package for you:
Get Going with your Money & YNABThe one-month get started package includes:
Three 60 minute sessions on Zoom to get clarity on your unique financial situation, create a YNAB spending/saving plan that works for you, and build your budgeting muscle.
This is great way to start if you want to be proactive with your finances but aren't sure where to start, or you're new to YNAB, or have been using it for awhile, but feel like you could be getting more out of it.
Investment: $575
One Laser-Focused Session
Do you have a single issue with YNAB or your money mindset that you want to hone in on and resolve? If so, one single 60-minute session may be for you.
I'll send you a questionnaire in advance of our session so we can hit the ground running. We'll start by addressing your primary concern. And, if we have more time, we'll spend it fine-tuning your YNAB experience or addressing any other concerns you have about your finances.
Investment: $200 (includes one week of bonus services)
Maintain Your Money Momentum
The on-going monthly coaching package, for clients who have completed initial set-up, includes:
Two hours of money & YNAB coaching, either 4 30-minute sessions or 2 60-minute sessions.
Investment: $375/month
Special Bonuses for Coaching Clients
In addition to the coaching package of your choice, all clients get these additional benefits:
- A questionnaire and workbook. These comprehensive tools will help provide clarity on where you're at, where you want to go, and what to prioritize in our time together..
- Weekly co-working sessions. A set one-hour period when you can show up for the whole time, or just drop in when it's convenient. During the co-working sessions, you'll be able to spend some quality time with your budget and other YNABers, ask me questions and learn tips and tricks to make your budgeting process easier and more fun.
- A private weekly review of your budget. I will peek in on your budget and record a short video answering your questions, helping solve any issues, and identifying things to focus on each week in between our sessions.
- Two free months of YNAB. This is on top of the 34-day free trial (as long as you haven't received this benefit before).
Ready to Create Financial Well-Being?
It all starts with a complimentary 30-minute discovery session.
Use the form to tell me a bit about you, and we'll schedule a zoom session so you can learn more about YNAB & Money Coaching with me, and I can learn more about where you're at in your financial journey.
© Shannon Wilkinson
