Galt Dunn

I started budgeting on a spreadsheet at 19 years old. By the time I finished college, I had found YNAB. As a computer nerd and redditor (shoutout to /r/ynab), I became an adept YNAB user, shared it and taught it to friends and family. With YNAB, my wife and I developed a coherent budget plan, established our shared financial priorities, and made some sacrifices. With YNAB giving us financial clarity and control, we’ve been able to save for retirement, buy a house, and go on vacations without building credit card debt.  And in 2021 I became a YNAB-certified coach.

I combine 12 years of personal YNAB and budgeting experience with 14 years of customer service experience to work with you to navigate YNAB, grasp the personal finance basics, and develop a budget plan that meets you where you are.

My main client groups are (1) users who need technical assistance or software support, (2) people looking to establish a foundational financial plan for themselves, and (3) individuals or couples who want to take control of their situation and build a budget that will give them confidence in their finances moving forward.

I want to help you clarify your spending habits and feel confident about your financial decisions. We'll discuss your budget journey in a relaxed, non-judgmental, and confidential space to make sure you’re getting the most possible out of YNAB.

Finances and budgeting can be stressful. Although it has a steep learning curve, YNAB gives you the system you need to organize your finances, and then provides you the information you need to make good spending and saving decisions while working towards your financial goals.