Fiscal Therapy: Financial Coaching

Hi, I’m Dustyn Roberts. By day, I teach students about mechanical engineering at the University of Pennsylvania in Philadelphia, where I live with my partner, two kids, and two cats. On the side, I teach people about money. Everyone who finished 8th grade has the math skills to manage their money confidently, but most of us don’t. That’s where Fiscal Therapy comes in. 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. You are not required to use YNAB to be a client of mine, but I will certainly encourage it.

Not sure what financial coaching is? Think of me as a personal trainer for your money. To learn more and discuss what I can do for you, schedule a free 30-minute Discovery Call at this link.

If you’re ready to jump in, I offer two main ways to engage:

  1. Hourly: $125/hour
    • We can use this hour however you want. Common topics include budgeting, saving and high-yield savings accounts, overall money management, debt paydown strategies and tools, investing, taxes, and financial independence/retire early (FIRE) topics. 
  2. YNAB Set Up Package: $450
    • First session (90 minutes) – we’ll set you up on YNAB together, customize categories, add accounts, create targets, and generally set you up for success
    • Second session (90 minutes) – we’ll check on your progress since our first session, reconcile all accounts, and update your budget. Then we’ll go into setting up repeating bills and handling credit cards.
    • Third session (60 minutes) – we’ll check on your progress again and make sure you know how to reconcile accounts, assign money, and manage credit cards on your own. I’ll point you toward YNAB help resources you can use going forward if you get stuck, and we’ll discuss next steps.

Email me and we’ll set up these sessions. Check out Fiscal Therapy on LinkedIn and Facebook. I often make posts tagged #FinanceFriday. 

In the meantime, download YNAB!! Everyone gets a 34 day free trial, but…

  • Are you in college? Use this link to get a free year of YNAB
  • Not in college? Use my referral link to get an additional free month
  • Wanna chat? After we have a 1:1 conversation, you can use my client link to get 2 additional free months. That’s 94 days free total – a full quarter!
  • Did you already download YNAB? Let me know, and I’ll still get you 2 additional free months. 

After these freebies, YNAB is currently $14.99/month or $109/year (the annual plan saves you $70/year).

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.