YNAB Setup

Sprint Week

Finally make a money system work for you with live support, group coaching, and a week of focused setup.

(Even if you’ve tried before and it just… didn’t.)

The Vision

The YNAB Setup Week is a gentle but focused week long group project where we set up your YNAB budget together live.

We’ll have 3 sessions together (max of 15 participants) on Google Meet. I’ll guide the process. You’ll ask questions in real time. And then I’ll also be available on Telegram and by email, answering your stuck spots and helping you build a system that makes sense for you.

After the week, you’ll leave with:

  • A working YNAB setup

  • A money plan you trust

  • Way less stress when you open your banking app

  • Another month of Telegram and email support from me!

  • Maybe some new nerdy YNAB friends? :)

Live Sprint Dates:

We’ll meet 3 times (live on Google Meet):

  • Saturday, July 18 @ 11am PT

  • Wednesday, July 23 @ 5pm PT

  • Saturday, July 26 @ 11am PT

Can’t come live? 1) Live is definitely better so message me if those times just don’t work at all, and I can try to accommodate next round but also 2) No worries — you’ll get the replays + ongoing support in our private Telegram thread. But I don’t want you to waster your money, so if you can’t come live, and know you won’t do the replays, please don’t!

IMPORTANT NOTE: Kids in the background? That’s real life.
You’re welcome here exactly as you are, whether you’re nursing a baby, handing out snacks, or muting every 10 seconds. Show up as you can. This space was made with real-life women in mind.

What’s Included:

  • ✅ 3 live small group calls (Saturday July 19, Wednesday July 23, Saturday July 26) to build your system in real time. (max of 15 participants to make sure I can address general questions live, and address more specific or personal questions in the Telegram group)

  • ✅ Hot seat coaching and Q&A during and between sessions

  • ✅ Access to me via Telegram group and private threads for extra support during the week, and for a full month following

  • ✅ Templates + checklists + demos to make it all doable

This is for you if:

  • You want a money plan but have historically hated budgeting

  • You’ve tried YNAB but it didn’t click

  • You don’t want a DIY self paced course (I also have that…) you want someone in it with you

  • You don’t want my more expensive 1:1 coaching

  • You’re so done avoiding your finances

This might get weird.

This is a group experiment! A live, hands-on version of something I’ve done 1:1 with clients for years. But we’re trying it together, with a max of 15 students per sprint, and that means it might get a little messy. Tech issues might pop up. Your bank might not connect. Your partner might not give you the info you need. Life might life.

So here’s the deal:

I’m 99% sure I can pull this off in a small group setting. But if something truly prevents you from being able to get set up, whether it’s a tech issue, access issue, or my idea is terrible, or it just doesn’t work for your life right now once we are in it, you have options:

✅ I’ll help you troubleshoot so you can still finish

✅ You can roll your payment over to the next round

✅ You can apply the payment toward a 1:1 coaching session

✅ Or if it’s just not the right fit, I’ll refund you - no hard feelings

Session Map

We’ll follow a loose arc, but I’ll always tailor things based on the energy and needs of the group.

    • What YNAB actually is

    • How we’ll use it to match your money life

    • Bank connections + basic structure

    • Live walkthrough: setting up your accounts

    • Creating groups and categories, and setting up targets

    • Understanding your “money I need” number

    • Mapping out your actual bills + priorities

    • Identifying leaks, mismatches, or budget guilt

    • Categorizing and reconciling

    • Assigning money

    • Making adjustments when life happens

    • Using YNAB daily, weekly, monthly. Building real habits, not perfection

    • Understanding savings categories and credit cards

    • The final boss: checking before you spend

Why me

I’m Margo Blackstone! A YNAB coach, financial wellness nerd, and a mom who deeply understands the real-life chaos of trying to keep it all together. I’ve worked with hundreds of women to rewrite their money stories and finally feel grounded with their finances.

I don’t teach money from a place of perfection. I teach it from lived experience and hard-won clarity. If you’ve ever felt like financial peace was for someone else, I’m here to say it’s for you too.

Investment

The YNAB Setup Sprint Includes:

  • 3 live classes and co-working set up sessions

  • Real-time Q&A and hot seat coaching

  • My personal support on Telegram between calls

  • Templates, checklists, and setup guides

  • And the kind of strategic + emotional money help I usually only offer 1:1

(It’s $1000 to do this with me privately, so this is a fraction of that.)

✨ If money is the only thing stopping you from joining, reach out. I offer a few pay-what-you-can spots each round because this work should be accessible.

$250

one time payment

Pay in full and you’re all set—no future invoices, just full access to the complete YNAB Setup Sprint support, structure, and transformation.

Refund & Flexibility Policy:
Can’t get set up for any reason? You can roll your payment over, use it toward coaching, or request a refund. You’re not locked in.

What Past Clients Say

“This was the first time I ever felt like money made sense. I’ve done other programs before, but this one felt safe, clear, and actually changed how I relate to my finances.”
— M.M.

“I never thought I could love budgeting, but here we are. Margo has a way of making it all feel doable, even as a creative scatterbrain.”
— A.S.