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certified YNAB coach

Marian Carroll

I am a certified budgeting and wellness coach assisting clients in achieving their financial objectives through budgeting and goal-setting. Serving all income and age levels, and specializing in retirement planning, for those who are near or new in retirement.

My Background

Education: Masters Degree in Mathematics, Certified Wellness Coach since 2011, YNAB Budget Coaching Certification 2022

Why Work with Me

With over 12 years experience as a personal coach, I have helped countless individuals, couples and families create realistic budgets to support and achieve their financial goals. Especially, I work with people who are looking to retire within the next few years (and those who have recently retired), since this can be an especially challenging financial life transition.

Why I Coach

My greatest money passion is to help people become debt-free and build wealth so they may have peace-of-mind, financial security and the ability to give generously to others

Focus Areas

Couples
Retirees
Life Transitions
YNAB Certified Coaches have completed an intensive training program but are not employed by YNAB. Pricing is determined individually by each coach.
Company
The Budget Workshop
Location
Morris County, New Jersey, United States
Meeting Options
Remote & In-Person
Language
YNAB Certified Since
March 2021
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