WELCOME TO
WISE MONEY MENTOR
At Wise Money Mentor, our sole objective is to help you get the clarity you need to take total control of your money and feel truly confident that your money is being used to build the life you want
APPROACH
CLARITY
Get the clarity you need: clarity on your priorities and goals, clarity on the money you have, and clarity on which jobs that money needs to do
CONTROL
Use that clarity to control your money and put it to work to build the life you want instead of somehow spending it on things that don't really matter
CONFIDENCE
Being in total control of your money unlocks the confidence you crave: confidence that you are building 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 clear priorities and taking total control of your money 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 Consumer Financial Protection Bureau (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 Wise Money Mentor 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 Wise Money Mentor helps you get there faster
TAILOR TO YOUR SITUATION
Wise Money Mentor tailors your learning to you and your situation so that you're more confident in your progress
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, 45-min coaching session!Let's start the conversation now! Reach out to me on Volley to get started immediately using asynchronous video messages, or schedule a future 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 VOLLEY
Live coaching sessions are invaluable, but what if you're working on your budget 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 Volley to ask us the question now (literally - - go do it now!) and Jeff will get back to you quickly.
What is VOlley?
Volley 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 go check it out for yourself!
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.