1:1 Money Coaching
๐ For Steadfastness in Flow with Change๐
Because sometimes money feels messy
Are you feeling anxious because you just canโt figure out where all your money is going? (You know plenty is coming in, but where is it?)
Or it seems like you used to have a handle on your budget, but now life has gotten more complex with recent big life changes. Yes, you have an โemergency fund,โ but it keeps shrinking. Or, although you usually pay off your credit card each month, recently you missed a monthโand now thereโs that old debt returning again.
If this sounds like you, youโre not alone!
Managing personal finances is complex, and most of us werenโt mentored in the skills and methods we need. It can feel frustrating and more than a little scary.
But it can get better . . . way better! ๐ค
Spendfulness is the answer youโve been seeking!
As your financial coach, Iโm here to be your supportive guide to the YNAB spendfulness method, so you can:
๐ Gain financial clarity (and sleep better at night).
๐ Reach your near-term financial goalsโwith greater ease.
๐ธ Emerge from debt faster, end the money stress, and save money effortlessly.
โบ๏ธ Enjoy personalized guidance for building a felt sense of steadfast calmness in your financial life.
๐ Be supported with an inspiring and compassionate coach by your side encouraging you! :-)
๐โโ๏ธ Experience clarity with variable income.
๐ Be guided in applying the YNAB spendfulness method to all your specific situations (for example: freelancing, big life changes, etc.)
๐ Partnered? Enjoy couple-specific insights, methods, and support.
โจ Feel that delightful spark of joy (known to all skilled YNABers) in your relationship with your money. ๐
Curious if 1:1 coaching is right for you?
Schedule a free consultation so we can talk. Feel free to ask me anything, and Iโll be able to learn a bit about your situation and share more about the way I support clients. If youโd like, weโll even do a little YNAB coaching together. This is the best way to know if weโre a good match.
Your first consultation is free.
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๐ฟ Custom Coaching Programs & Pricing
Everyoneโs financial situation is unique, some more complex than others. When we meet the first time, I'll assess your situation and can then offer you a custom program based on your needs.
That said, in general, most folks (who are new to YNAB) are very well supported with a coaching program that spans 2-3 months and includes 5-8 coaching sessions.
Many also continue into the Money Zendo (for drop-in coaching and 60 minutes/month of 1:1 coaching).
Review all the pricing details here:
โThe average YNABer saves $600 in 2 months and $6000 their first year.โ
- YNABโs website
๐ฟ Letโs Talk.
Your first consultation is free.
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Youโre Invited!
Receive occasional money-healing inspiration, nourishing financial tips, and invitations to special events!
(Your privacy is sacred. We will
never share your info with anyone.)
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FAQ
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My regular rates are below. Several scholarships (in the form of a sliding scale) are also available for all programs for those in need. ๐
๐ฟ 1:1 Coaching:
$140/hour for individual sessions
(Typically, clients who are new to YNAB begin with 4 - 8 private sessions and are then invited into the Money Zendo.)๐ฆ Money Zendo
$140/month for ongoing drop-in coaching & body doubling (includes 60 minutes/month of private 1:1 coaching)๐ณ Friend Pods:
$140 X 3 (or one payment of $390) for 6 weeks of group coaching
- Each Friend Pod includes 6 classes + weekly drop-in office hours.
- Graduates of each Friend Pod are invited into the Money Zendo).See more details on the Coaching Programs & Pricing page.
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For greatest success, the following qualities are helpful:
Motivated: Youโre feeling is highly motivated to dive in.
Curious: You are curious and open to forming supportive new habits.
Tech: You are tech-competent (or at least tech-curious).
Time: Youโre up for completing 60-90 minutes of homework between the first 2-3 coaching sessions, as well as ongoing, regular YNAB tending. (A few minutes here and there / daily works best).
Style: You enjoy a coach with a caring, enthusiastic, encouraging, and somewhat playful coaching style. :-)
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Likely, yes! Many people use YNAB for their business bookkeeping (and I am one of them).
No inventory or payroll: As long as your business does not have payroll or inventory, YNAB can potentially work for your business. And, if so, Iโll be happy to guide you in setting this piece up as well. :-)
Note: To keep everything tidy, I recommend maintaining a separate YNAB budget (inside your same YNAB account) for your business.
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Great question! You can read all about YNAB here: greenestar.co/about-ynab
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The coaching I offer complements the services offered by a financial planner or advisor in several ways.
YNAB coaching focuses on the following: staying inspired and on track with current cash flow (enhancing it and overcoming obstacles to it); creating supportive new money habits; emerging from debt, setting attainable spending goals (and meeting these targets!), and staying inspired and on track with saving money for small and medium-sized goalsโas well as strategizing savings for larger dreams!
In contrast, a Certified Financial Planner (CFPยฎ) or financial advisor spends less time and focus on supporting clients with day-to-day cash flow, debt, shorter-term savings, and daily money habits. Instead, they focus on investment management, long-term planning, and protecting you from various liabilities (e.g., taxes, insurance planning, retirement costs, and estate planning).
While a YNAB coach does not advise you on any specific investments (that is beyond our scope), the YNAB method excels at helping you save more money (and building up stellar money-saving habits!)โand then YNAB also supports you in deciding how much of that saved money you would like to put toward your longer-term goals, such as investing for retirement or purchasing a home.
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Yes! Several scholarships (in the form of a sliding scale) are also available for all programs for those in need. ๐
If you would like to work with me, and if the cost is out of reach for you in your current financial situation, reach out to me at greenestar.co/contact.
Let's see what's possible. ๐
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Thatโs a great question!
Step 1: Skim up and read the answer to the Q. โWhat kinds of people find the most success & enjoyment in this coaching program?Step 2: Next: The easiest way to know is to schedule a free consultation, so we can chat. In our time together, Iโll ask you a few questions about what youโre seeking, I can share more about my approach(es), and you can ask me anything you like. :-)
Also, if you feel open to it, these free introductory consultations also include coaching time . . . so youโll also get a sense of how it would feel for us to work together.