Your copilot for navigating the road to financial success

Why Nick?

Wherever you are in your personal finance journey, I will meet you there and be your trusted copilot navigating you to your next financial destination.

  • Personal finance coach since 2019.

  • You Need A Budget (YNAB) Certified Coach since early 2023.

  • Coach on MyBudgetCoach (MBC) launched late 2023.

  • ProjectionLab PRO since 2025 (used for retirement projections).

  • Author of an Amazon Best Seller on the basics of personal finance (Your Millionaire Marathon).

I will listen, learn, and create directions for you to get back on the road to financial success.

How can I help?

Full-Service Budget Support
Self-Service Budget Support
ProjectionLab Support

Full-Service Budget Support

IDEAL FOR someone seeking a personal finance coach to work with them to create financial goals, track expenses, create a budget, and build directions to the next financial destination.

  • No Charge 1-Hour Discovery Session

  • Short and Long-Term Goal Setting

  • YNAB Software Launch Program

    • Digital cash-flow envelopes

    • Includes two FREE months of YNAB subscription after 34-day trial

    • $14.99/mth or $109 annually

  • Minimum of three one-hour sessions ($150/hr)

  • Custom calculators (additional sessions):

    • Debt pay-off

    • Down payment savings

    • Estimated retirement projections

    • Multi-year cash flow planning

Self-Service Budget Support

IDEAL FOR someone seeking an innovative budgeting software where the user learns at their own pace, incorporating a one-hour monthly meeting so you stay on-track.

  • MyBudgetCoach budgeting software

    • Digital cash-flow envelopes

    • 7-day FREE trial

    • $65.00/mth - Includes one-hour virtual meeting each month

  • Integrated secure messaging and budget sharing

  • Custom built step-by-step instructions for self-paced education on how to use software

  • Additional one-hour sessions during a month are billed at $55/hr

ProjectionLab Support

IDEAL FOR someone seeking answers to questions using ProjectionLab, a retirement planning software, or seeking to create a plan in ProjectionLab. I help clients become educated on the basic components of a retirement plan. As a financial coach, I do not provide advice on particular investment types nor intricate strategies on taxes or estate planning.

One-hour Q&A Session ($100)

  • Bring along your questions and plan to share your screen with your ProjectionLab plan!

Create a Plan ($375)

  • Includes three one-hour sessions walking through inputs, first version of plan, and final version of plan.

  • Includes outside of session time building initial plan and modifying to achieve client communicated goals.

Get Started with Nick!

Disclaimer: I am a YNAB Certified Coach, which means that I have been trained to coach people on using YNAB software and the YNAB method. I have met select requirements of YNAB 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.