For those ready to go beyond budgeting and take serious steps toward financial security and wealth-building.

✅ 12 + 2 Paid in Full Bonus = 14 Monthly 1:1 Consulting Sessions (1 per month)
✅ Comprehensive Budget Optimization & Spending Plan
✅ Debt Payoff Strategy & Credit Score Optimization
✅ Emergency Fund & Short-Term Savings Strategy
✅ Retirement & Investment Planning Basics
✅ Financial Mindset Coaching (Neuroscience-backed strategies)
✅ Bi-Annual Progress Reviews & Adjustments
✅ Priority Email & Text Support

📌 Perfect for: Anyone looking for a full financial transformation—from eliminating debt to building long-term financial security.

Disclaimer:

The financial wellness consulting services provided by Traci Dority-Shanklin are for educational purposes only and do not constitute financial, legal, or tax advice. Every individual’s financial situation is unique, and past participant successes and testimonials are not indicative of future results. Your personal financial outcomes will depend on your individual efforts, circumstances, and commitment to the consulting process.

Traci Dority-Shanklin is a YNAB 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, its employees, or its affiliates.

It is recommended that you consult with a licensed financial advisor, accountant, or legal professional before making financial decisions.