About Me | Budget Coaching by Jillian

HOW MY YNAB COACHING SERVICE WORKS

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FREE DISCOVERY CALL

Book a free 30min no-strings call to discuss your needs and goals for YNAB coaching.

SINGLE-SESSION PRICING

1 -Hour Session: $75

If we extend the session (at your discretion) beyond an hour then you will receive a Paypal invoice for the remainder, due upon receipt. Every additional half hour will be invoiced at $35.
Sessions can be rescheduled at no charge with 48 hr notice.
Unless discussed in advance, there is no refund for any unused time (like deciding to end 15 min early) or missed bookings. I am very understanding of emergencies, so just communicate with me.

MULTI-SESSION PRICING

Commit to (5) 1 -Hour sessions: $60 per hour Save $15 per hour, a total savings of $75

Choose Weekly or Bi-Weekly Sessions

You will be automatically charged $60 (5) times, either each week or every other week depending on the plan you chose. The total cost after (5) charges will be $300.
This plan will NOT auto-renew. After the 5 bookings, you can purchase this plan again or just book single sessions for $75.
If we extend any session (at your discretion) beyond the hour then you will receive a Paypal invoice for the remainder, due upon receipt. Every additional half hour will be invoiced at the discounted rate of $30.
Sessions can be rescheduled at no charge with 48 hr notice.
Due to the discounted rate, this plan is non-refundable.

FREE OFF-LINE SUPPORT INCLUDED!

In addition to the private coaching sessions, my clients are welcome and encouraged to send me text messages or emails in between sessions if they have a quick question or hit a road block of any kind, and I will answer as soon as possible. This is part of my service, and I don't charge anything extra for it. I want you to keep moving forward on your YNAB journey so this is my way of supporting that since it's easy to stop progress if you get confused or lost. Confused? Send me screenshot and I'll explain and get you back on track!

SESSION TIMING

Since each client and session is different, I always leave time in my calendar to extend sessions at your discretion. If you do choose to extend, then I'll send you an invoice at the end of the session for the remainder of time past the original hour.

While I'm flexible, I respect your time and budget, so if YOU want to stick to a certain length of time because you have a hard out time or for budget reasons, then just let me know and I'll make sure we end on time.

INTRO SESSIONS (YNAB Basics)

Your YNAB Budget page is only ever as accurate as the account balances that it knows about. So if your accounts aren't accurate, then your budget won't be either. For that reason, I always address accounts in the first session and the budget in the second session.

First Session:

Main Topics:
- Basic Layout/Navigation
- Budget Accounts (checking, savings, credit cards)
- Entering Transactions
- Linking Accounts vs Manual Entry
- Reconciling

Session Duration:
- Typically 1.5 to 2 hours
  - In addition to the topics above, we're also getting to know each other and I'm learning about your goals and financial situation.

Second Session:

Main Topics:
- Budget Page
- Categories
- Targets
- Assigning Funds to Your Categories
- How Credit Cards Function in YNAB

Session Duration:
- Typically 2 hours

NOTE

It's best if these first two sessions are booked as close together as possible so that the everything is fresh and we don't have to catch up as much on account balances.

ONGOING SESSIONS

There is no requirement for a minimum amount of sessions or hours to work with me.

On average I have about 4-10 sessions with each client.

Every client is different - each with a unique financial situation, learning style, and personality, so there's no one-size-fits-all.

At the end of the first session I usually have a much better idea of where you're at and how long I anticipate it to take to get you to the point where you're comfortable and confident using YNAB on your own.

SCHEDULING

If you'd like to meet weekly or biweekly, we can find a day and time that works for both of us and then book several sessions into the future to hold that time-slot for you.
Or we can play it by ear and either decide at the end of a session when we'll meet next or you can decide later.

GRADUATING

My goal isn't to be a recurring expense for you, rather it's to graduate you from needing my services.
Generally that includes:
- A few sessions in rapid succession to get through the basics and get you a functional budget up and running.
- Then we'll meet again either when you get paid next or at month-rollover, whatever is most appropriate.
- Beyond that, we can discuss any other specific topics you want to review with me, as well as more advanced aspects of using YNAB.
Once you're feeling confident on your own, then you're all set. But of course you're welcome to reach out any time you'd like a refresher session or have specific questions to address.