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 $175BEST VALUE
The Budgeting System Launch Package
Initiate your financial transformation and get on track.
$525
Valid for 12 months
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—like that dream family vacation or purchasing your perfect home—but 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.
Learn MorePackage 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
FREE GIFT
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.