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certified YNAB coach

Kingshuk Banerjee

He/Him/His

A financial coach who has walked through a huge life transition of immigration in mid forties and created financial freedom for my family with a single income. Now I help new immigrant graduates and families plan their finances through this transition and live a purposeful life in the US.

My Background

I worked in the Technology sector for 25+ years, out of which 20 years in India. I then moved to the US in 2017 due to a family situation.

Having handled my finances in two largest economies of the world, I developed financial habits through my experiences. I reached my financial goals in US in 6 years.

In 2022, I started helping new immigrants reach their own financial freedom through a proven 4 step process.I became a YNAB coach since I used it in my own financial journey in the US.

Why Work with Me

If you are someone who wants to take control of your finances, want to be financially set and reach all your goals, I can help you.

Financial experiments can be very costly (literally), and so you would want to do it with a coach who has walked the same path and is two steps ahead of you.

Following financial gurus and reading books can help but they do not know your unique situation, and often is far disconnected from your real goals.

In contrast, I have a simple 4 step process which gives you a roadmap in just 90 days.

Why I Coach

I walk my talk. Plain and simple.

As a new immigrant in 2017, I faced tremendous uncertainty in my financial goals.

With two kids about to start college in 4-6 years and a shorter runway to retirement, I started my finances from 0 at an age of forty three.

In about six years, I was able to reach all my financial goals, sending my kids to college debt free and invested effectively to improve my net worth beyond my imagination.

Having walked this journey, I distilled it into four simple steps that I walk my clients through for 90 days.

Focus Areas

Couples
Life Transitions
College Grads
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
Start Your Finances Right
Location
Austin, TX, USA
Meeting Options
Remote
Language
Hindi, English
YNAB Certified Since
June 2024
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YNAB Certified Coaches have completed an intensive training program but are not employed by YNAB. Pricing is determined individually by each coach.
View All Coaches