Happy Finances Coaching

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

Track Cash Flow

Track revenue and expenses for helpful insight into how to make your business more profitable.

Categorize Expenses

Organize expenses and be ready for tax time!

Set Goals

Hire new staff, invest in better equipment, save for a rainy day

Budgeting for Individuals and Families

Pay Down Debt

Overwhelmed by credit card or student loan debt? Let us help make it more manageable while still living your life

Get a Month Ahead

Break the paycheck-to-paycheck cycle and feel more secure and optimistic about the future

Achieve Your Goals

Save for a kitchen remodel, dream vacation, plan for a baby, retire early

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.