Financial Coaching 

Experience personalized guidance with our one-on-one You Need A Budget (YNAB) coaching, tailored to help you master budgeting and take control of your finances with confidence.

Whether you are a newcomer to YNAB or seek support for specific features, you've arrived at the perfect destination! 

Remember, I've been there, and I get how awkward and touchy money discussions can be. But, let's cut the drama and create a space where we can be brutally honest about our financial lives. We're going to make financial wellness a reality, not just a lofty ideal.

Book a 1:1 Session for $175

The Budgeting System Launch Package

Initiate your financial transformation and get on track.


Valid for 12 months

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Package Includes:

  1-hour onboarding session to kickstart your journey

  1-hour setup session for seamless integration

  4 bi-monthly 30-minute accountability check-ins

It's like having a personal trainer for your finances.

The Elite Financial Transformation Coaching Package

Embark on a transformative one-year journey with our personalized one-on-one coaching designed to liberate you from the cycle of living paycheck to paycheck. This comprehensive program is tailored to empower you to eradicate high-interest debt and craft a robust savings plan that not only covers your immediate aspirations‚ÄĒlike that dream family vacation or purchasing your perfect home‚ÄĒbut also sets a solid foundation for your retirement.

An Enhanced One-on-One Coaching Experience

By joining this program, you receive more than just financial advice; you gain a dedicated partner committed to your financial health.

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Package Includes:

  Weekly 1-Hour Personalized Coaching Sessions

   Annual Membership to Unlocking Financial Wellbeing

  Access to Our Online Financial Wellness Community

  Monthly Live Group Q&A Sessions and Budget Reconciliation Calls


8 Essential Steps to Building a Budget That Endures

Kickstart your budgeting success with step-by-step guide.

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Traci Dority-Shanklin is a You Need A Budget Certified Budgeting Coach, which means that she has been trained to coach people on using YNAB software and the YNAB budgeting method. She has met select requirements of You Need a Budget LLC in order to receive this certification, which means that she has the ability to competently coach YNAB to others. She is not an employee of YNAB, and all non-YNAB related opinions and recommendations are her own. Her views do not reflect the views of YNAB and its employees or its affiliates.