Menu
Menu
Menu
Whether you're brand new to YNAB, or trying it for a second (or third) time, I'll help you set up your budget and ensure you're confident using it.
You're more likely to succeed with budgeting when you have clear intentions (and motivation!).
As both a YNAB Certified Coach and Accredited Financial Counselor®, I'll answer your most pressing budget and money-related questions.
You'll have email support to ask questions in between sessions during our 1-month long coaching engagement.
YNAB is what helped me break out of living paycheck-to-paycheck.
I’ve gone from being in 6-figures of debt to building a 6-figure net worth.
I know what it’s like to be frustrated with money.
I know that having scarce resources can make wealth seem difficult, or even impossible.
I know the idea of budgeting can seem limiting.
But…
That includes:
Shout out to you for even being here, seeking support!
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.
I am an Accredited Financial Counselor®, which is a nationally accredited designation. As an AFC®, I am a fiduciary. This means I'm committed to doing what is best for you & I provide financial education and guidance specific to your unique situation, goals, and needs.
You Need A Budget (YNAB) is a budgeting software. You can use it both on web and the mobile app. I personally use it for budgeting for myself, my joint finances, and my businesses.
Please note: YNAB is a paid app and you’ll be required to set up an account.
YNAB does offer a 34-day free trial, which can be extended an additional 2 months if you purchase a coaching package with me.
People who are not committed to improving their personal finances.
YNAB does take time to get used to & will require regular check-ins — but the results are worth it!
Note: This engagement does not constitute financial planning or financial advice. YNAB Coaching is specific to budgeting and questions regarding investments or other financial products will not be discussed.
Lissa structures the program to get you up-and-running with YNAB in a 1-month span.
If you’d like additional coaching sessions for more YNAB support, or for other financial needs, Lissa will provide you options as needed.
Lissa’s additional services can be found at wealthforwomenofcolor.com
Once your YNAB Set-Up Package is purchased, no refunds will be given. Your first session must occur within 30 days of purchase. If for some reason you need to delay your sessions, you can reach out to [email protected].
Once sessions are scheduled, 48-hour notice is required to reschedule. Each session can be rescheduled up to 2 times. If insufficient notice is given, or if sessions are rescheduled more than 2 times, sessions are subject to forfeiture. If you have extenuating circumstances, you can reach out to [email protected].
Welcome! I created Wealth for Women of Color shortly after taking classes to become a CERTIFIED FINANCIAL PLANNER™.
I already knew barriers to wealth existed for women of color based on my experience as a child of immigrants and also, you know… systemic oppression and marginalization. But being exposed to financial planning curriculum solidified to me that we need more voices that can speak to women of color about finances. The world of wealth is normalized for old, rich white men, and not for women, especially women of color.