Suzanne Chaix

I have a strong background in admin and operations as well as marketing. I became YNAB-certified in 2022 because I love and believe in the program so much. I recently switched day jobs to a career in the financial services industry so I can help with planning for college and retirement. Combining YNAB and my securities certifications will enable me to offer clients a total financial coaching/advising package.

I believe in the power of YNAB, but I recognize that it can be challenging when you first get started. I'm committed to guiding you through those early weeks and months until you get into a rhythm of assigning and spending dollars on categories that have the highest priority. If you can hang in there and keep going, the rewards are immeasurable. I am proof that YNAB works and I'm eager to share my knowledge of the program with others who are struggling to get by.

Seven years ago, my life was turned upside down when my husband died suddenly from a heart attack. We had no life insurance and no money set aside for our retirement or the kids' college. I thought all hope was lost. But I hired a YNAB coach and a financial advisor and together they gave me peace of mind about money that I'd never experienced. I want to help others manage their expense and their priorities so they can plan for and enjoy a comfortable retirement.