Glad You Asked…

  • YNAB (You Need A Budget) is the budgeting software at the center of The Budget Workshop’s coaching methods.

    Please note: a YNAB subscription must be obtained separately; it is not included in the coaching packages.

  • No, The Budget Workshop is an independently owned entity. I am not a YNAB affiliate or employee. I am, however, a long-term, very happy YNAB user myself!

  • Income-based pricing is available in special circumstances. If you feel you qualify, please ask about it during our free consultation.

  • Unfortunately, once you have purchased a coaching package, no refunds will be offered. Please, refer to the Terms & Conditions document for details.

  • Individual sessions may be rescheduled with at least 24-hours prior notice. Otherwise, the session will be forfeited. Please, refer to the Terms & Conditions document for details.

  • No. A Financial Coach provides expertise regarding budgeting, spending/saving and debt strategies. These services do not include investment advice.