Services

  • YNAB budget setup, including accounts, categories, and spending targets

  • One-off YNAB Q&A sessions

  • Bills/subscriptions review and optimization

  • Credit card/bank account bonus guidance

Financial and Budget Coaching

I help people work through creating and maintaining a budget - one of the first and biggest steps toward gaining control of their financial life.Budgeting is simply making a plan for how you want to spend your money, but it can be intimidating - you need to face your current spending habits and determine if they align with your true priorities.Using a tool like YNAB can be a great start, but if learning new software isn't your favorite thing or you want some help along the way, a coach can fast-track your setup, answer questions, and provide accountability.

How can my services help you?

If you find yourself in any of the following situations, a financial coach might be a great fit:

  • You want to create a budget but aren't sure what they are or how to get started.

  • You make money but can't seem to track where it's going or how much is being saved.

  • You have debt and want to make a real plan to pay it off.

  • You're dreaming about a vacation or new car but want to make sure you have the money so you can enjoy it guilt-free.

  • You want to find creative ways to save money on bills/subscriptions or make extra money.

Have questions? Send me an email or book a free introductory session!

YNAB Disclaimer

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 its affiliates.

Copyright © 2024 Matt Lenhart Coaching