Portrait of Emily Robertson
YNAB logo, blue on a white background

Hi, I’m Emily!

I’m a money coach and a YNAB Certified Coach.

I can help you find confidence and clarity with your money and do more with the money you have today.

My mission is to give voice to great ideas and create a world where people feel capable and essential.

I believe you are capable of creating a money plan that works for you. With me as your money coach, I can teach you to use the YNAB Method to:

  • pay off debt and live without debt

  • save for a vacation or other big expense

  • be ready for unexpected expenses

  • have fun with your money

Read my Frequently Asked Questions below to find out more about working with me.

My coaching credentials

My coaching and business credentials:

  • I’ve been a YNAB Certified Coach since 2022.

  • I’ve made a plan for my money using YNAB since 2018.

  • I earned my MBA in Business Analytics from Babson College.

  • I have trained with Babson College’s Coaching for Leadership and Training Program and the Management Consulting Field Experience.

  • I’ve run my small business since 2016 and I use YNAB to plan for my business money!

My signature? I’m a pro at figuring out how to bring money planning into your everyday life — while you feel supported every step of the way.

Coaching Disclaimer

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.

FAQs

What is a YNAB Certified Coach?

YNAB Certified Coaches participate in an extensive training program that prepares coaches to help people achieve their money dreams through the YNAB Method and app. I earned my certification as a Certified YNAB Coach in 2022.

How long have you been coaching? What are your credentials?

I became a YNAB Certified Coach in 2022. I earned my MBA with a concentration in Business Analytics from Babson College. In addition to my training in the YNAB Certified Coach Program, I have trained with Babson College’s Coaching for Leadership and Training Program and the Management Consulting Field Experience.

How long have you been managing your money with YNAB?

I have been using YNAB since 2018. YNAB is the tool I use to make a plan for my personal money as well as the money for my company, Studio Robertson.

What’s your coaching style?

My coaching style is collaborative, wholehearted, and fun. In the words of my client Maddie T., “I’m using all the goodness that Emily helped me build in my budget!”

Describe a typical coaching session.

Sessions last 45 minutes and take place remotely on video conference. During a session, we’ll learn how to use YNAB, get to know your specific goals, and work together to make progress on those goals. For example, if you’re interested in paying off credit card debt, we would learn about how YNAB handles credit cards and then create a plan within YNAB for you to pay off your debt. Other topics we might work on include simplifying your bank and credit accounts, saving for a vacation, and getting ready for unexpected expenses.

What are your fees?

Scroll down to view my full price list.

Coaching Sessions and Fees

  • Coaching Session Package

    Want to get on track with your day-to-day spending? Meet with me in four sessions to learn how to use YNAB to make plan for your money. This coaching package is designed for people who are new to YNAB or need help getting started with it. Available for individuals or couples. Package includes four 1-hour remote sessions over Zoom and the fee can be paid in installments.

    Price: $500 per package (each package has four sessions)

  • One Coaching Session

    Are you a seasoned YNAB user and need help on a particular feature or want to learn how to optimize it for your goals? Meet with me for one 1-hour remote session over Zoom. Available for individuals or couples.

    Price: $150 per session

  • Group Coaching

    Is your community group interested in money coaching? I’ll join your group for a session customized to your group’s interests. Topics include budgeting basics, getting rid of debt, and how to make saving work. Sessions can be over Zoom or in-person in the Greater Boston area. Designed for groups of three or more people.

    Price: Contact me for prices.

Coaching Disclaimer

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.