See all the details on the Coaching Programs & Pricing page.

Item For greatest success, the following qualities are helpful:

Motivated: You are highly motivated to dive in.

Curious: You are curious and open to forming supportive new habits

Tech: You are tech-competent (or at least tech-curious)

Time: You are up for completing 60-90 minutes of homework between the first 2-3 coaching sessions, as well as ongoing, regular YNAB tending. (A few minutes here and there / daily works best).

Style: You enjoy a coach with a caring, enthusiastic, encouraging, and somewhat playful coaching style. :-)description

For greatest success, the following qualities are helpful:

• Motivated: At least one of you is highly motivated to dive in. NOTE: See the next question below if one partner is not quite as enthusiastic—yet. ;-)

• Curious: Both of you are curious and open to forming supportive new habits

• Tech: You are both tech-competent (or at least tech-curious)

• Time: At least one of you is up for completing 60-90 minutes of homework between the first 2-3 coaching sessions, as well as ongoing, regular YNAB tending. (A few minutes here and there / daily works best).

• Style: You enjoy a coach with a caring, enthusiastic, encouraging, and somewhat playful coaching style. :-)

Likely, yes! Many people use YNAB for their business bookkeeping (and I am one of them).

No inventory or payroll: As long as your business does not have payroll or inventory, YNAB can potentially work for your business. And, if so, I’ll be happy to guide you in setting this piece up as well. :-)

Note: To keep everything tidy, I recommend maintaining a separate YNAB budget (inside your same YNAB account) for your business.

Most likely! Oftentimes—in the beginning—one partner is more excited about the vision of what is possible, and I’ve worked with couples who had great success with YNAB when only one person attends coaching sessions and completes the between-session homework and invitations.

It worked for these couples because, in each case, both partners were curious and open to the process, even though both also agreed that only one partner would be the dedicated YNABer (i.e., attending the coaching sessions, plus taking on the the task of being the tender and tracker of all things YNAB).

Absolutely! It’s very common for couples to have some shared finances and some individual accounts, credit cards, etc.

There are several different approaches for building hybrid-couples budgets, and we can assess and then choose the best solution for your particular situation. :-)

Great question! You can read all about YNAB here: greenestar.co/about-ynab

The coaching I offer complements the services offered by a financial planner or advisor in several ways.

YNAB coaching focuses on the following: staying inspired and on track with current cash flow (enhancing it and overcoming obstacles to it); creating supportive new money habits; emerging from debt, setting attainable spending goals (and meeting these targets!), and staying inspired and on track with saving money for small and medium-sized goals—as well as strategizing savings for larger dreams!

In contrast, a Certified Financial Planner (CFP®) or financial advisor spends less time and focus on supporting clients with day-to-day cash flow, debt, shorter-term savings, and daily money habits. Instead, they focus on investment management, long-term planning, and protecting you from various liabilities (e.g., taxes, insurance planning, retirement costs, and estate planning).

While a YNAB coach does not advise you on any specific investments (that is beyond our scope), the YNAB method excels at helping you save more money (and building up stellar money-saving habits!)—and then YNAB also supports you in deciding how much of that saved money you would like to put toward your longer-term goals, such as investing for retirement or purchasing a home.

Yes, a few sliding-scale spots are available!

If you would like to work with me, and if the cost is out of reach for you in your current financial situation, reach out to me at greenestar.co/contact.

Let's see what's possible. 💚

That’s a great question!

The easiest way to know is to schedule a free session, so we can chat. In our session, I’ll ask you a few questions about what you’re seeking, I can share more about my approach(es), and you can ask me anything you like. :-)

Also, if you feel open to it, these free introductory sessions also include coaching time . . . so you’ll also get a sense of how it would feel for us to work together.