Whether you need a quick refresher, want to solve a specific budgeting challenge, or are ready to explore more advanced YNAB features, this 1-hour personalized coaching session is designed to meet you where you are. Together, we’ll dive into your YNAB budget, troubleshoot any issues, and ensure you feel confident using the software to align your spending with your goals.

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.