"A Budget tells your money where to go instead of wondering where it went"

Dave Ramsey

90%

say their finances are in a better place since starting*

70%

say they could live for 3 months or more on savings*

93%

have recommended it to friends or family*

91%

... say this has changed the way they think about money*

*based on surveys conducted with YNAB users

Take Control of Your Finances with Financial Agility

Do your finances feel like a constant source of stress instead of confidence and control?
Do rigid budgets leave you feeling disconnected from your life rhythm?
Does it feel like your paycheck disappears before you know it?
Do everyday money slips leave you anxious?
Does budgeting feel overwhelming instead of empowering?

Let’s change that. My Financial Agility Coaching brings together YNAB’s robust budgeting method with agile principles and the transformative power of Co-Active coaching, creating clarity, purpose, and adaptability in your financial life!

What we are gonna do

The whole approach is built on one main rule:

Give every dollar a job!

Obviously other currencies will do just fine! To make that actually happen we will explore 5 main questions:

Reality

Stability

Resilience

Creation

Flexibility

What does this money need to do before I’m paid again?

Assign every dollar you have to one of your expense categories to create a proactive plan for intentional spending.

What larger, less frequent spending do I need to prepare for?

Non-monthly expenses like car repairs and holiday shopping are a fact of life. Break these down into manageable monthly chunks.

What can I set aside for next month's spending?

With built-in breathing room, payday and due dates don’t matter and financial emergencies become minor inconveniences.

What goals, large or small, do I want to prioritize?

Ask yourself what you really want out of life and then give your dollars jobs that will make that possible.

What changes do I want to make, if any?

Flexibility means changing your plan when new priorities arise—without guilt, stress, or second-guessing.

We will work together in at least three individual coaching sessions.

Assessing your general financial situation, goals and your happiness regarding both.
Translating that into your personal starting point for your Financial Agility yourney
Do the first iteration on your plan together to set you up for continued success.

Along the way actual numbers can be shared but it is not a must if you don't feel comfortable about it!

What you can achieve

Resilience & Peace of Mind: Adjust your budget gracefully with the flexibility needed to face everything happening in your life.
Get a hang of iterative Budgeting “Sprints” building financial clarity one focused step at a time.
Aligned Spending & Empowerment: Each dollar reflects your values and long-term goals.
Deep, Whole-Person Engagement: my unique blend of presence and action helps you transform - not just adjust - your financial life

Getting started

The best way to start our coaching relationship is simply for you to get in touch with me so we can find out more about how I can help you! We'll take an initial half an hour in a call to get to know each other. There you can find out if chemistry is right, what our collaboration could look like and what the next steps could be. Let’s explore how we can bring both clarity and empowerment to your personal finances.

Looking forward to hearing from you!

Boris