I work with people called to think about their money in new and different ways.
This is not a financial planning conversation. It’s not a “money mindset” conversation, either. Instead, this is a conversation for those who would like to make space for something new to happen with their money.
Clients come to work with me already recognizing their inner guidance on some level. What they’ve been missing is someone who holds an expansive and expanding lens about their relationship with money. Someone who knows how to listen, talk with, and respect that inner guidance and brings it into a practical, nitty-gritty, grounded conversation about making choices in your daily life.
I’ve found a really great tool for working with your money from the perspective of “what’s possible” – it’s called You Need a Budget (YNAB for short). I love it so much I became a YNAB Certified Coach to bring this method to people who’ve been wanting a different approach to money. I’ve got one foot in the subtle and unseen and my other foot in the practical and pragmatic, showing you how to set up and live a budget that’s rooted in your vision for the future.
The YNAB Sessions
In the first of our series of private sessions together, we’ll get clear on the purpose of your money. What are your hopes and dreams? What would you like your present life and your future to be like? What do you want it to feel like? These are the sorts of questions we’ll ask as we talk about “the purpose of your money” – and your answers are what we’ll use to set up your budget and guide your financial decision making.
Then I’ll introduce you to the You Need a Budget (YNAB) method. We’ll set up your budget using YNAB, connecting your bank accounts to get you started. Along the way, we can notice and integrate any emotions and subtle information that arises for you. And in our remaining sessions, we’ll work through what comes up as you “live your budget” – that is, as you go through your days using YNAB.
There is power and magic to using YNAB to run a living, working, breathing budget – that’s both structured and simple to change in real time. Visually, you can “see” your money coming in and give each dollar a purpose that’s in line with your priorities.
When you relate to money in this way, new things start to happen. Maybe you notice possibilities you didn’t see before. Maybe you begin checking your budget before you buy something. Maybe you start to ask yourself “What do I want my money to do for me?” and then design a budget to fund that vision.
Combining a visually streamlined, changeable tool like YNAB with a more expansive yet grounded conversation about the “energy of money” is powerful! Sometimes, our conversations may be about the numbers and your budget categories. But other times, we may dive deeper into what the numbers might be bringing up for you. This is a relationship where you can be open about how you feel and what you know in your bones to be true.
Interested in the YNAB sessions? Let’s chat and have a conversation about it.