Emery R.
Financial Coach - Budget Setup & Monthly Budgeting Support
Managing money can feel very overwhelming — and your budgeting app shouldn’t collect dust. I am very passionate about making your money work for you & getting you on track to hit your goals. I help individuals and families set up their budgeting app the right way, customize it to their real life, and stay on track month after month. Whether you’re: • New to Monarch, EveryDollar, YNAB (You Need a Budget) • Frustrated by categories that don’t make sense • Trying to get spending under control • Or just want someone to set it up and tell you what to do next I’ve got you. What I help with: ✔ Full Money app setup (accounts, categories, rules, goals) ✔ Budget creation that actually matches how you spend ✔ Monthly reviews & adjustments ✔ Cleanup of messy transactions ✔ Ongoing accountability & support My approach is practical, judgment-free, and customized — no shame, no spreadsheets you’ll never use. I also can guide you through a 8 session program where I walk you through a deeper way of thinking about money management. This is priced differently but provides individuals & families immense value. Reach out to learn more!!
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $587
Billed in all: $2,588$2.6k
$294 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 26% in Life Coaching
Ranked by MRR among everyone on Upwork with the skill.
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