WELCOME TO

WISE MONEY MENTOR

Get the clarity you need to take control of your finances and feel truly confident that your money is being used to build the life you want

APPROACH

CLARITY

Get clarity on your priorities and goals, clarity on the money you have, and clarity on where that money is going

CONTROL

Take control your finances by aligning where your money goes with your true priorities and goals

CONFIDENCE

Feel confident, finally, that you're using your money to build the life you really want

THE WISE MONEY MENTOR

MEET JEFF

Yep, Jeff is one of those people. You know the type: the ones who actually like LOVE personal finances and budgeting.To Jeff, there are few feelings that compare to the confidence and peace that come from having clarity on your priorities and taking total control of your finances to build the life you want.As a YNAB Certified Coach, Jeff is eager to help you get there as well, regardless of where you are today.

  • Professional background: 6 yrs in strategic partnerships in tech, 4 yrs in strategy and operations consulting

  • Created and delivered "Basics of Budgeting" course for all new-hire analysts at a leading consulting firm

  • Received recognition from consulting firm's CEO and the Director of the CFPB for holistic approach to building financial literacy

  • Helped create a financial wellness benefit for 400K+ employees

WHY WORK WITH A YNAB CERTIFIED COACH?

While the YNAB team offers a variety of free resources to help you succeed (e.g., workshops, courses, YouTube videos), there are a few specific benefits to working with a YNAB Certified Coach like Jeff:

BEAT THE LEARNING CURVE

A learning curve is inevitable, but Jeff helps you both lessen the curve and overcome it quickly

SEE RESULTS
FASTER

You're only using YNAB because you think it will lead to results, and Jeff helps you get there faster

TAILOR TO YOUR SITUATION

Jeff tailors your learning to you and your situation so that you're more confident in your progress

CLIENT TESTIMONIALS

COACHING PACKAGES

TRY OUT WISE MONEY MENTOR WITH A FREE COACHING SESSION

Want to try it out before purchasing a full coaching package? Or only have a few quick questions? Start with a free, 1-hour coaching session!Let's start the conversation now! Reach out to me on StoryPrompt to get started immediately using asynchronous video messages, or schedule a future, live conversation using Calendly.

By purchasing a coaching package or any coaching service from Wise Money Mentor, you agree to the disclosures here

ASYNCHRONOUS VIDEO COACHING

JUST-IN-TIME COACHING ON STORYPROMPT

Live coaching sessions are invaluable, but what if you're working on your budget after a live session and get stuck or confused?Instead of getting frustrated because you either need to wait until the next live session or try to describe your challenge in an email, take advantage of just-in-time video coaching on StoryPrompt to ask Jeff the question now (literally - - go do it now!) and Jeff will get back to you quickly.

What is StoryPrompt?

StoryPrompt is a video messaging app that makes it possible to talk face-to-face flexiblyThink of it as having both the convenience and flexibility of text messages with the benefits of face-to-face conversationStill confused? Just check it out for yourself by sending me a message!

PODCAST

CONTACT WISE MONEY MENTOR

If you have questions, please reach out using the form below. I will typically respond within 24 hours.If you haven't seen a response after 24 hours, check your junk/spam folder!Interested in a free, 1-hour coaching session? Reach out to me on StoryPrompt to get started immediately using asynchronous video messages, or schedule a conversation using Calendly.

YNAB IS CORE TO THE WISE MONEY MENTOR APPROACH

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 affiliates.

DisclosuresYNAB Certified 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 affiliates.Financial Advice. Any guidance, advice, suggestions, or tips I provide are solely based on my personal experience and not based on any sort of professional credential. I am not liable for any specific financial decisions you may or may not make. I am not a certified financial planner or advisor. I do my best to share my perspective but, by purchasing my coaching services, you acknowledge that you understand that any and all financial decisions are yours and yours alone, and I am not liable for any consequences or outcomes from those decisions.Privacy. I will not share your personal, private information with any third party, unless you give written permission to do so.