We recommend you start with the the Budget Consultation
Get personalized help with a 45-minute 1-on-1 session where you can ask all your questions and get your budgeting app set up to work for your needs.
$130 per session
What day and time works best for you?
Budget Consulting
Frequently Asked Questions
Who is the Monarch Personal Budget Consultation for?
This session is perfect if you’re mostly confident managing your own finances, but just need help clearing a few roadblocks. It’s designed for people who:
- Have questions about specific features or settings in Monarch Money
- Are hitting hurdles with account connections, category setup, or rules
- Want quick feedback or guidance without committing to long-term coaching
- Are generally comfortable DIY-ing their finances, but want expert input to optimize their setup
If you’re looking for full system setup, in-depth strategy, or ongoing support, check out the Sustainable Budget Program, which includes longer sessions and coaching options.
Can I schedule more than one session?
Yes, you can! However, availability is limited. If you think you’ll need ongoing support or multiple sessions, I recommend joining the Sustainable Budget Program. Members get priority scheduling, access to 30, 60, and 90-minute sessions, and the option to book a 2-hour Budget Intensive for a full setup.
How should I prepare for the session?
To get the most value from your Monarch Money consultation:
- Join from a desktop, laptop, or tablet (not a phone) so you can share your screen
- Log into your Monarch account ahead of time
- Write down your key questions, pain points, or goals
- If you’re new to Monarch, watch my free YouTube series: “Getting Started with Monarch Money” before our call to cover the basics—so we can focus on higher-level strategy
There’s no set agenda—I’m here to answer your questions. You’ll get the most out of the session by coming prepared with a list of topics or challenges you’d like to cover. You guide the conversation.
Can I schedule a longer session?
Longer sessions are available exclusively to members of the Sustainable Budget Program, where you can book 30, 60, or 90-minute sessions—or even a 2-hour Budget Intensive designed for a full budget setup, strategy, and app implementation.
What topics can we cover during the consultation?
Anything related to using your budgeting app! Common topics include:
- How to set up or clean up your categories
- Using rules, rollovers, and tracking features
- Choosing between tracking vs. budgeting
- Tips for customizing Monarch to fit your specific income or goals
If it’s in the app and affects your budget, we can talk about it.
Will the consultation be recorded?
Yes! You’ll get a timestamped recording of the call so you can refer back to your questions and responses any time!
Get Help With Monarch Money With These Simple Steps:
1
Get Scheduled
Choose a time that works best for you. Sessions are $130 and held over Zoom.
2
Come Prepared
Bring a list of questions, goals, or areas you’d like help with. You’ll lead the conversation, this session is all about what you need.
3
Take Action With Confidence
Your session will be recorded so you can revisit it anytime as you make updates and changes to your Monarch Money setup.
Testimonials
What Clients Are Saying
Chuck N.
Client
Taylor is exceptional at what she does. It was a headache finding a replacement for Mint, then trying to learn YNAB only then to switch to Monarch. Taylor helped me with the switch and gave me a comprehensive tutorial on how to use Monarch. She even noticed a few things that I could be doing better on Monarch to leverage the program. I highly recommend Taylor. She is also personable and eloquent.
Inara L.
Client
Highly recommend Taylor as a coach for Monarch Money! Taylor really understands the Monarch functionality, is patient and simply great to work with. Taylor is helping me utilize Monarch to it’s full potential to manage my budget.
John S.
Client
After two recent sessions with Taylor, her expertise, guidance, and practical insights were crucial in enhancing my use of Monarch Money (MM) for financial management. Following a frustrating support experience since my MM purchase in Nov. 2023, with unresolved issues spanning six months, I was on the verge of giving up. Discovering Taylor’s YouTube tutorials prompted me to invest in a 1:1 session, which not only resolved my challenges but also instilled confidence in using MM. Her hands-on approach and caring demeanor made a significant difference. I highly recommend Taylor for anyone serious about optimizing MM.
Michael A.
Client
I have struggled with budgeting and even seeing where we as a family are spending all our money, for many years. I have tried all the software and it only took me so far. When I met Taylor everything changed. Taylor is an expert and wonderful to work with. In a short time everything was setup in Monarch (tracking software) and categorized correctly and a clear path for me and my family every month. I am a techie guy and I know you all think you can do this fine by yourself, but you have no idea how much better you will be by working with Taylor.
If you are not using an expert to set you up and get you on the right path and tools, its costing you money.
Taylor is smart, easy to work with and always available for an quick question.
I can’t thank her enough for the help she gave us.
Todd B
Client
I hired Taylor to help set me up for success using the product, by organizing my categories and showing me how to adjust things when I need to. It would have taken me HOURS to do what she did like a whiz, in 60 minutes. She was kind and easy to work with, and I will set up another appointment in the future for a “tune-up” when I feel I need it. Thanks, Taylor!
Alanna F.
Client
