
Your plan. Perfectly built. Completely managed.
This isn’t “DIY” coaching...it’s Done For You.
Here’s what that looks like:
Comprehensive Spending Analysis: I personally review the last four months of your spending to identify patterns, opportunities, and stress points.
Custom Financial Blueprint: I curate your ideal plan...built around your lifestyle, goals, and priorities.
YNAB Setup & Integration: Your entire YNAB system is set up for you, fully customized and ready to go.
Ongoing 1:1 Coaching: We meet regularly throughout the program to fine-tune your plan, reinforce consistency, and build confidence in your system.
High-Touch Support: You’ll have personalized guidance between sessions to ensure your system always feels effortless. Every detail is handled...so you can focus on what you do best while your money works quietly and efficiently in the background.
THE IMPACT
When you stop guessing and start leading your money with clarity, everything changes.
You’ll experience:
• Financial peace that matches your professional success
• Healthier relationships built on shared clarity and calm communication
• Stronger stewardship, aligning your resources with your values
• More time, because your system runs smoothly without constant attention
This isn’t just about numbers...it’s about freedom, impact, and the peace that comes from knowing your finances are in order.

JoDee’s expertise and patience [in setting up and coaching me through the YNAB journey] is worth more than gold. There’s no way I would have stuck with this incredible software without her guidance.
Ali Spitsbergen
For His Glory CEO
Optional Add-On:
Budget Maintenance
When your time is this valuable, peace of mind is non-negotiable.
Choose to extend your support with 3-month or 6-month Budget Maintenance, where I personally manage updates, reviews, and refinements to your plan...so you never have to lift a finger.
This option can help you:
Transition smoothly as you get used to the system
Maintain consistency through busy seasons.
Or simply keep ongoing, expert-level financial management for as long as you’d like
Let’s create a financial system worthy of the life you’ve built.
Click below to apply for Budgeting for High Achievers.