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Pricing

Budget coaching pricing and packages

From a free intro call to ongoing support, choose the level of coaching that fits where you are right now.

Find the right level of support for where you are right now

Whether money feels overwhelming, scattered, or ready for the next level, there's a path to cut the friction and build a system that works.

Most Popular
6-Month Transformation
$875
total ($146/mo)
The most popular choice, and the most complete path to lasting change. Six months of hands-on coaching, built around where you want to be, not just where you are today.
  • ✓Everything in 3-Month Momentum
  • ✓Bi-weekly goal reviews
  • ✓Major life event support
  • ✓Priority scheduling
  • ✓End-of-program financial summary
Get started
3-Month Momentum
$525
total ($175/mo)
The best option for someone ready to make a real shift. You get everything in monthly coaching, plus a structured plan with clear goals and a defined finish line. Committing to 90 days is what actually changes habits.
  • ✓Everything in Monthly Coaching
  • ✓3-month plan with clear goals
  • ✓Progress tracking & adjustments
  • ✓Progress you can see along the way
Get started
Monthly Coaching
$225
/mo
Best for steady support with full flexibility. No commitment, cancel anytime, and pause whenever life gets busy.
  • ✓2 sessions per month
  • ✓Support between sessions
  • ✓End-of-month money review and category planning for the month ahead
Get started
Money Reset
$325
one-time
Best for starting fresh, untangling a messy setup, or fixing one that's gotten out of hand. One focused session, real results you keep.
  • ✓90-minute live screen-share session
  • ✓Personalized category structure
  • ✓2 weeks of follow-up support
Get started
Free Intro Call
Free
15 minutes, no prep needed
We talk through your situation, figure out what feels overwhelming or stuck, and see if coaching is the right next step.
  • ✓No pressure, no pitch
  • ✓Talk through your situation
  • ✓Clear recommended next step
Book your call
Fully Managed
Concierge
$1,197
/month
You focus on earning. The admin, categorizing, and money plan upkeep come off your plate, so your money plan stays current, organized, and ready to review.
✓Full money plan setup & ongoing management
✓Weekly money review & check-in
✓All categorization and data entry handled
✓Proactive heads-up when something looks off
✓Monthly money summary
✓Cash flow & savings planning
✓Priority access via text or email
✓Quarterly deep-dive planning session
Limited to 3 clients
3-month minimum commitment
Apply for a spot

All coaching services use a shared money planning app so we can work from one clear system together. Questions before you commit? Book a free intro call and we'll find the right fit together.

Questions

Common questions

Which option should I choose?

If you want one focused session to set up or reset your plan, start with the Money Reset. For steady support with flexibility, Monthly Coaching works well. If you're ready to build lasting habits, the 3-Month Momentum and 6-Month Transformation programs give you more structure and time. Not sure? We can figure it out together on a free call.

Is the intro call really free?

Yes, completely. It's 15 minutes to see if coaching makes sense for you. No prep, no pressure, no pitch.

Do I need to already have YNAB?

Yes. Coaching is built around the YNAB software and method, so you'll need an active subscription. YNAB's standard free trial is 34 days. As a YNAB Certified Coach, I can offer my clients an extended free trial: working with me adds two more months (60 days), so you have more time before you need to pay for a YNAB subscription.

Do you work with couples?

Yes. A shared money system makes a big difference for couples. Sessions can be just me and you, or me with you and your partner.

Bring clarity to your money

Book a free 15-minute call. Show up as you are. We'll figure out your best next step together.

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