Kaylie Stokes

My professional background is in higher education, where I was responsible for building and running an academic coaching center on a college campus. This experience provided me with tools and skills to effectively help clients with some of the most challenging aspects of personal finance – habit building, mindset, and motivation.I found YNAB in 2017 when I was trying to get out of debt and get ahead on my small starter salary. YNAB triggered a journey of self-education across all things personal finance, and I transformed my financial life in a matter of months.

Most people know the basics of what they “should” be doing with their money, but many struggle to implement that knowledge. As a coach, I’m here to help fill in key knowledge gaps and provide accountability for making (and sticking with) changes to better align your spending with your priorities. I’ll be there to cheer you on, shorten the learning curve, and help you troubleshoot any challenges. Working with me at the start of your YNAB journey can help you fully integrate your new financial habits to see the results you want more quickly and smoothly.

I help young professionals feel empowered when making financial decisions so they can use their money to build the life they want. Using the YNAB method and the power of financial education, I guide clients as they clarify priorities, learn to spend intentionally, and automate their finances to reduce stress, build wealth, and cultivate a peace around money many haven’t felt before.

I’m especially interested in working with those in the queer community and higher ed/student affairs professionals.