Interested in hosting a YNAB class? The basic outline below will explain what our class is about and how it can benefit the people in your organization. Press play on the video below for a short humorous look at a serious issue.
While the video is certainly funny, the reality behind it is not. Far too many people struggle with the fundamentals of personal finance everyday.
The workshop that we can bring to your organization - and thus to the people that you serve - is fun and easy to understand and will give them the tools that they need to get ahead and stay ahead.
Our class is based upon 4 simple Rules of money management developed by Jesse Mecham.
Stop living paycheck to paycheck
Give every dollar a job
Prepare for rain
Roll with the punches
This proven budgeting methodology approaches personal finances with an emphasis on making a plan and sticking to it. The price of the class includes a copy of YNAB Pro and will run on both Windows and Apple computers.
Our class typically runs about 2 hours the first session then another 2 hours one week later. We've taken this approach to give people the opportunity to absorb the lessons learned in the first session while affording the, a chance to get their questions answered in the second session.
First session outline:
What is a budget?
Common Budgeting Myths
4 simple rules of cash flow
Stop Living Paycheck to Paycheck
Give Every Dollar a Job
Prepare for Rain
Roll with the Punches
How to maintain a monthly budget
Introduction to Software designed to implement these rules
Second session outline:
Review the four rules
Go over some YNAB Vocabulary
Using YNAB without one month’s income saved
Look at some of the other software features
Work on developing individual budgets
Answer questions
Please note: The Mac version of YNAB Pro is in testing now but will not be available until sometime mid-summer. Click here to be notified when it is released.
