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Amanda Perez
I enjoy helping clients define their budget and know where their money goes. Over 12 years ago, YNAB helped my family get out of debt, pay for university without student loans, and buy our first house. It also helped us raise financially mature young adults. Let’s chat…
My Background
Southern California has been "home" all my life. I am married and have two "kids" in their 20s. I am also a dog mom to two Mini Schnauzers. I enjoy embroidery, hand lettering, and puzzles in my spare time.
I have always loved Math and numbers. I majored in Accounting but found that personal finance was much more enjoyable. I am a self-proclaimed nerd who loves balancing a checkbook and will find that last penny!
Why Work with Me
I have been using YNAB since 2010! Since 2018, I have worked with clients using YNAB to help them with their finances. I never judge clients on their spending. My role is to provide clarity and help people learn to align their spending with their priorities.
I have worked all sorts of freelance and gig-work jobs in the past, so I understand variable income. As a person married for over 25 years and the mom to two 20-somethings, I know that budgeting for a family is not static.
Why I Coach
I have vivid memories of my parents struggling with money when I was a kid. I knew I wanted to do better with money when I grew up. After finally finding a system that worked for our family with YNAB, I knew it could help others.
I coach because I want people to know they are NOT bad at money. I coach because I want people to create better money memories for their kids.
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