Why work with me?

I’m a YNAB Certified Coach who helps young professionals use their money to build the life they want and feel empowered when making financial decisions. Using the YNAB method and the power of financial education I guide clients through the process of clarifying priorities, spending intentionally, and automating their finances in a way that reduces stress, builds wealth, and provides a peace around money many haven’t felt before. 

Most people know the basics of what they “should” be doing with their money, but many struggle to implement that knowledge. Working with a financial coach helps fill in any knowledge gaps and provides accountability for making and sticking with changes to better align your spending with your priorities. Working with a coach at the start of your money journey can lessen the learning curve and improve your odds for success when building new financial habits.

If you’ve felt, thought, or resonated with any of the following then we should meet.

  • You feel like you make “decent” money but just can’t seem to get ahead.
  • You believe that you’ll never be able to retire.
  • You have big dreams but aren’t sure how to make them a reality.
  • At the end of the month you wonder “where did all my money go?”
  • You’re good at saving, but aren’t exactly sure what you’re saving for.
  • You want your money to do more for you. 
  • You’ve thought “Yeah, I should probably figure that money stuff out at some point” but aren’t sure where to start, feel overwhelmed, or always put it off til later.
  • The thought of money stresses you out. 
  • You want more out of life.  

If any of these are true and you’re ready to make some changes schedule your free 30-minute discovery call now or send me an email at kayliemoneycoaching@gmail.com!

Coaching Services

YNAB Set Up and Implementation

3 meetings/4.5 hours – $300

Perfect for a person or couple who wants some guidance and accountability for getting started on their personal finance journey. I’ll help you get set up with your very own personalized YNAB (You Need a Budget) budget, walk you through how it all works, and get you started on implementing the method to reach your financial and life goals.

Financial Foundations

3 month package

6 meetings/7 hours – $420 / $140 a month

This package includes everything in the YNAB Set Up Package with the added time to explore your money mindset, work together towards your specific financial goals, and provides concise and important education on some of the fundamentals of personal finances beyond the budget. 

This additional time working together also provides more consistent accountability for building your new money habits resulting in a higher chance for sticking with them and progressing towards your goals long after our meetings. 

The average YNABer saves $600 in 2 months, and $6,000 their first year, meaning if you’re ready to engage the experience will likely pay for itself. Plus, imagine what you could do with that extra money!

Your Money Journey

6 month package

12 meetings/14 hours – $800 / $133 a month

This is a holistic package focused on education, accountability, developing habits, and building confidence. This package is for people who are motivated to put in the work to take control of their finances, reduce their stress, and build the life they dream of.

Your Money Journey includes everything from Financial Foundations, with the ability for us to spend more time developing healthier money mindsets, taking action in areas of your financial life beyond the budget, clarifying longer term goals, and empowering you to view and use money as the tool that it is. 

This journey will be specifically tailored to you and your financial goals. If you implement even a fraction of what we discuss in our meetings, I’m confident the experience will pay for itself by the end of our time together. Continue to implement the lessons over your lifetime, and your investment will pay off substantially

One-Off Meetings

1 hour $120 (if you’ve already completed a package, $60)

Perfect for folks who have a one-off personal finance question they want answered, are looking for a some help troubleshooting an issue in their budget, or want some quick, accessible, one-on-one education on a personal finance topic (such as investing basics, debt pay-down strategies, understanding how to calculate how much you need for retirement, strategizing how to increase your credit score, how to run the numbers before making a large purchase, etc).

Testimonials

MG –

“Thanks to Kaylie and YNAB, I am at peace with my finances for the first time in my life. Money has always been a major stressor for me and I’ve never known how to get a handle on managing it. Kaylie approaches coaching in a non-threatening, nonjudgmental way that quickly puts you at ease and makes you trust that you’re in good hands. In just a couple months, YNAB completely shifted how I approach money, so much so that I showed it to my mom and we now share an account. This experience truly changed my life, and I am so grateful.”

Rating: 5 out of 5.

AT –

“Kaylie’s coaching has breathed new life into our financial confidence. Before her coaching a lot of financial milestones felt out of reach, but Kaylie, (along with YNAB), has helped us see that with a well built plan, we can hit those milestones and thus gave us the confidence to build a financial plan we are confident in!”

Rating: 5 out of 5.

Casey –

“My needs were not the most typical: rather than trying to balance a budget or figure out how to get out of debt, I was like, Okay, how do I not curl into a ball when I think about money? Kaylie was able to uncurl me. That, alone, was and is worth it; everything else that came with it was just adding to the greatness that was this experience.”

Rating: 5 out of 5.

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