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WHAT WE DO

Certified YNAB Budget Coaching

Happy Finances helps individuals and businesses manage their cashflow. Our focus is getting to know you or your business and your unique money history and goals. Using the YNAB method and software, we help you establish a working budget that allows you to align your spending with your values. Our team is available for the budget set-up, coaching as you implement the new system, and follow-up once you've become more established. For businesses, we can also manage day-to-day cashflow, categorizing income and expenses, reconciling, and checking in regularly about goals. 

 

Budgeting for Businesses

Budgeting for Individuals and Families

YNAB Certified Budget Coach

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.

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