Your copilot for navigating the road to financial success

Why Nick?

Wherever you are in your personal finance journey, I will meet you there and be your trusted copilot navigating you to your next financial destination.

  • Personal finance coach since 2019.

  • You Need A Budget (YNAB) Certified Coach since early 2023.

  • Coach on MyBudgetCoach (MBC) launched late 2023.

  • Coach Trainer with MBC since early 2024.

    • I lead multi-week sessions to teach prospective coaches how to use the software and build their virtual avatar.

  • Author of an Amazon Best Seller on the basics of personal finance (Your Millionaire Marathon).

I will listen, learn, and create directions for you to get back on the road to financial success.

How can I help?

Full-Service Budget Support

IDEAL FOR someone seeking a personal finance coach to work with them to create financial goals, track expenses, create a budget, and build directions to the next financial destination.

  • No Charge 1-Hour Discovery Session

  • Short and Long-Term Goal Setting

  • YNAB Software Launch Program

    • Digital cash-flow envelopes

    • Includes two FREE months of YNAB subscription after 34-day trial

    • $14.99/mth or $99 annually

  • Minimum of three one-hour sessions ($150/hr)

  • Custom calculators (additional sessions):

    • Debt pay-off

    • Down payment savings

    • Estimated retirement projections

    • Multi-year cash flow planning

Self-Service Budget Support

IDEAL FOR someone seeking an innovative budgeting software where the user learns at their own pace, while having the option to schedule one-on-one sessions, if needed.

  • MyBudgetCoach budgeting software

    • Digital cash-flow envelopes

    • 35-day FREE trial

    • $14.99/mth or $98.99 annually

  • Integrated one-way virtual coach at no additional cost

  • Custom built step-by-step instructions for self-paced education on how to use software

  • No minimum required sessions

  • Coaching sessions booked through MyBudgetCoach are limited to cash-flow management and budget coaching topics.

    • $65/hr

YNAB Q&A Support

IDEAL FOR someone who already has a YNAB budget and is seeking answers on specific questions or seeking software support.

One-hour Q&A Session ($175/hr)

  • Bring along your questions!

Additional sessions after the Q&A Session upon request

  • If book another two sessions after Q&A, the total of three one-hour sessions is $450 (discounted hourly rate of $150/hr instead of $175/hr)

  • Two FREE months of YNAB added to existing subscription

Get Started with Nick!

Disclaimer: I am a YNAB Certified Budgeting Coach, which means that I have been trained to coach people on using YNAB software and the YNAB budgeting method. I have met select requirements of You Need a Budget LLC in order to receive this certification, which means that I have the ability to competently coach YNAB to others. I am not an employee of YNAB, and all non-YNAB related opinions and recommendations are my own. My views do not reflect the views of YNAB and its employees or its affiliates.