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certified YNAB coach

Dawn Koplitz

She/Her

I'm excited to show everyone the positive changes YNAB can make in their life! Very few adults received any financial education. I can teach you financial terminology and how to manage your YNAB budget(s). You can achieve the feeling of, "I can do this!" surrounding your finances.

My Background

I have been a YNAB user since 2018 and was certified by YNAB in 2022.  My profession is American Sign Language/English interpreter.  I've been in the field for 35 years, of which, 27 years were both K-12 and community interpreting.  My husband and I have owned a few small businesses and rental properties.  This experience helped me know what types of things should be planned for.I'm a mother of three adult children, who have successfully transitioned to adulting.  In my free time, I enjoy cooking, creating seasoning mixes, gardening, and walking.  I also throw in dancing when I can.

Why Work with Me

If you've ever worked in education, you know that being able to explain a concept in multiple ways is a necessity. I can do that. If you're feeling there is sooooo much you don't understand about finances, I can teach you.  I will listen to you as you explain your goals, struggles surrounding money, and what you've tried to do in the past.  I will let you decide how you want to handle your money, and I will explain what I think the results of your decision will be.  My schedule is flexible, so we can find time to meet.

Why I Coach

Before using YNAB, I was always afraid I'd forget to pay for something or we wouldn't have money ready for an expense.  This was a stressful feeling, and I carried it around all the time.  I now know I didn't have to live with that feeling.  Putting my expenses in YNAB has freed up all the mental energy that formally went to worrying.  Understanding your financial situation and developing a plan for your money gives you a feeling of control.  I also teach financial vocabulary and setting up/managing your budget, which will give you a feeling of empowerment.

Focus Areas

Variable Income
Life Transitions
Small Business Owners
YNAB Certified Coaches have completed an intensive training program but are not employed by YNAB. Pricing is determined individually by each coach.
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Company
Sign of Money
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Location
Chippewa Falls, Wisconsin, United States
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Meeting Options
Remote & In-Person
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Language
English, ASL
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YNAB Certified Since
November 2022
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