Coaching options that help your money match your real life

Choose the support that fits you. Join our free Money Mindset Club community for general financial support, upgrade to The Inner Circle ($29/mo) for direct YNAB coaching and live workshops, or book a free Clarity Call for private 1:1 coaching.

Choose Your Path

Private 1:1 Coaching

Best for: personalized guidance, accountability, and a plan built around your real life

Starts with: a free Clarity Call

Community & Group Support

Best for: connection, accountability, live workshops, and budget support

Money Mindset Club: Free Community

The Inner Circle: $29/mo Membership

Clarity Call

private coaching starts with a free clarity call

On the 30-minute Clarity Call, we'll:

  • get to know each other

  • talk through your current financial situation

  • clarify what your financial goals are

  • walk through how private coaching works and what support could look like

At the end of the Clarity Call, you'll know:

  • whether private coaching is a good fit

  • which coaching level makes the most sense for your goals

Private Coaching

Private coaching is for you if you want a spending plan that fits your real life and support as you build habits that actually stick

Plus Coaching

$200/mo

Two 60-minute sessions per month

For you if: you want solid support and accountability with less regular check-ins

What Plus helps with:

  • building a spending plan that fits your priorities and real income

  • reducing money stress by making spending decisions ahead of time

  • creating realistic targets and staying consistent

  • debt payoff planning without deprivation

  • learning how to adjust when life happens

Premium Coaching

$350/mo

Four 60-minute sessions per month

For you if: you want weekly support, faster momentum, and help staying consistent

Comes with everything in Plus, with more hands-on support for:

  • weekly adjustments and staying on track

  • breaking patterns that keep repeating

  • building a buffer so the end of month feels more calm

  • making progress on debt, savings, and goals at the same time

  • hands-on support throughout the week

Group Coaching

Group coaching is for you if you're looking for support, structure, and encouragement, but aren't ready for 1:1 coaching

Money Mindset Club

Free Community

For you if: You want a friendly peer-to-peer space to talk about personal finance, stay accountable, and connect with like-minded budgeters.

What you get:

  • Access to general community channels and discussion boards

  • Share budgeting wins, questions, and personal milestones

  • Peer-to-peer support and community connection

The Inner Circle

$29/month

For you if: You want direct expert guidance, structured budget support, live monthly sessions, and resources to get your money running smoothly.

What you get:

  • Everything in the free Money Mindset Club

  • Private access to The Inner Circle channel

  • Priority support from Budget Coach Brett

  • Monthly live workshops & office hours

  • Access to on-demand replays and resource library

Ready for a plan that fits your real life?

start with a free clarity call today

Services FAQ

Do I have to join 1:1 coaching after the Clarity Call?

No! The Clarity Call is simply a chance to meet, talk through your situation, hear your goals, and share how budget coaching may be a good fit. At the end of the call you'll get the chance to decide if you want to move forward or not. No pressure!

Can I join the Money Mindset Club without a Clarity Call?

Yes. The Money Mindset Club is self-serve and you can join at any time.

Do I need to use YNAB?

Technically, no. I love YNAB and recommend it to all my clients, but the end goal is a plan that you'll actually use. If you choose a different tool, we can work with that together. Do know that all Money Mindset Club/The Inner Circle calls will be centered around YNAB as the system of choice.

What if I've tried budgeting before and it didn't stick?

That's common. I can't tell you how many times I tried budgeting before it finally clicked... if only I had a coach! 😉 Most plans fail because they are too strict or built for someone else's life. We focus on realistic habits and steady progress for your particular situation.

What if I have too much/too little...?

It's easy to try to disqualify ourselves before starting. There's a big emotional weight behind budgeting and sharing finances is a vulnerable space. I recognize that and promise to welcome you and your situation as you are with no judgement. Take the first step of booking a Clarity Call and let's see what the next step holds together.

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