New Coaching

If Any of These Resonate, You’re Not Alone:

Struggling with Work-Life Balance: Feeling like you’re working just to pay bills without truly enjoying life.
Feeling Stuck: Knowing you need a budget but unsure where to start.
Confused by Past Failures: Tried other budgeting plans without success, leaving you uncertain about what went wrong.
Frustrated and Lost: Overwhelmed by where to begin on your financial journey.
Overcome by Information Overload: Knowing you need a better financial strategy but feeling paralyzed by too much conflicting advice.
Seeking Guidance: You've tried managing alone, but old habits keep creeping back.

Just Need a Quick Boost with Your Budget?

Whether you’re just getting started with YNAB or need expert advice to troubleshoot and fine-tune your existing budget, our a-la-carte one-on-one session is perfect for you. In this personalized 60-minute session, we’ll dive into your specific needs—whether that’s setting up your budget for the first time, solving challenges you’re facing, or optimizing your YNAB setup to better align with your financial goals.

Launch Your YNAB Journey: Get hands-on guidance to set up your YNAB account with confidence.
Troubleshoot Challenges: Address any issues or questions you have to make your budgeting experience smoother and more effective.
Maximize Your Budget: Learn tips and tricks to fully leverage YNAB’s features, ensuring your budget works for you, not against you.

Get the personalized help you need to take control of your finances. Book Your Session Now and start making your budget work for you today!

Book Your 1:1 Session – $175

The Budgeting System Launch Package

Initiate your You Need A Budget (YNAB) financial transformation and get on track. Designed for those new to budgeting or YNAB users who want a solid, actionable system in place. This one-on-one coaching package helps you build a robust budgeting foundation, offering personalized advice to set you up for ongoing success.

$525

Valid for 12 months and you must have a YNAB Account

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Package Includes:

1-hour onboarding session to kickstart your journey

1-hour setup session for seamless integration

4 bi-monthly 30-minute accountability check-ins

BEST VALUE

The Elite Financial Transformation Coaching Package

A Proven Solution For: Ambitious Couples | Parents Pursuing Personal Dreams and Generational Wealth | Spiritual, Curious, and Lifelong Learner

This coaching program is designed to help you break free from financial stress, realize your personal and financial goals, and create a legacy of fulfillment for yourself and your family. Join a community of like-minded seekers on a journey to financial independence and inner peace.

It's like having a personal trainer for your finances.

How the Elite Financial Transformation Program Stands Out

A unique group coaching experience, combining live expert-led classes, self-paced learning, and personalize support to guide you toward financial freedom. By joining this program, you receive more than just financial advice; you gain a dedicated partner committed to your financial health.

Learn More

Package Includes:

Live Weekly Group Classes with Q&A (90 minutes): Engage in interactive sessions with real-time expert guidance and actionable strategies.

Unlimited texting and Weekly Q&A: Get ongoing support and have your questions answered in weekly group sessions.

Access to Self-Paced Courses: Includes Tips and Tools Workshop and Tackling Credit Card Debt to complement your learning.

Two 1:1 Coaching Session: Dive deeper into your unique challenges with personalized guidance.

Monthly Accountability Budget Reconciliation Session: Stay on track with dedicated sessions to review progress and adjust your financial strategy.

Discount on 1:1 Coaching Packages: Access additional tailored support at exclusive rates.

Building Legacy Wealth Coaching

A Fully Customize 1:1 Program

For those seeking a high-touch, fully personalized coaching experience, the Building Legacy Wealth program is designed to help you master every aspect of your financial life and build a lasting legacy. This 6 or 12-month program includes weekly one-on-one sessions tailored to your unique financial goals—whether it’s developing debt reduction strategies, creating a retirement plan, learning the basics of investing, or uncovering your authentic core values.

In addition to weekly coaching, you’ll have access to real-time support through unlimited texting, with guaranteed responses within 72 hours (often much sooner), ensuring you have the guidance you need when you need it. You’ll also benefit from access to our entire suite of resources, including the self-paced Tips and Tools and Tackling Credit Card Debt courses, live group classes, and Accountability Reconciliation Power Hour sessions. Plus, enjoy a one-year subscription to the YNAB budgeting application, equipping you with the tools to manage your finances confidently.

Having walked this path myself, I understand how emotionally charged money discussions can be. In our time together, we'll create a judgment-free space where honesty is key, and financial wellness becomes your reality—not just a dream. This program is highly accountable and designed for those ready to commit to doing the work to transform their financial future.

Choose from a 6 or 12-month commitment for the level of support that suits your journey.

Ready to learn more? Fill out this contact form to book a consultation and discover how Building Legacy Wealth can be the next step toward your financial freedom.

Book a Discovery Call

I look forward to meeting you!

FREE GIFT

8 Essential Steps to Building a Budget That Endures

Not ready for coaching yet? No problem. Kickstart your budgeting success with step-by-step guide.

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Traci Dority-Shanklin is a You Need A Budget Certified Budgeting Coach, which means that she has been trained to coach people on using YNAB software and the YNAB budgeting method. She has met select requirements of You Need a Budget LLC in order to receive this certification, which means that she has the ability to competently coach YNAB to others. She is not an employee of YNAB, and all non-YNAB related opinions and recommendations are her own. Her views do not reflect the views of YNAB and its employees or its affiliates.