Tiller Set Up Help
These Tiller Set Up Help sessions are for those clients who would like expert support in setting up, maintaining, and troubleshooting their personal Tiller Money account. A financial coach can get you up and running sooner so that Tiller can start generating valuable insights into your spending habits.
Are you spinning your wheels trying to figure out what categories to use? Are you struggling to figure out how to use AutoCat to save you time and effort? Do you want to bring years of data over from another tool and feel overwhelmed? I can help!
Depending on the complexity of your personal situation, the degree of customization you desire, and the amount of time you want to put in on your own between sessions, a basic set up may take anywhere from one to four sessions (or beyond).
I am able to either help you directly in sessions, teaching you as we go, or if you’d like to outsource some of the heavy lifting, I can also take some of the work off your plate to save you valuable time. I can help you with the initial build out, as well as building custom reporting and analytics, and I can help keep you on track and accountable over the longer term if you’d like to meet on an ongoing basis.
You can book a Tiller set-up session directly on my calendar below. Initial sessions are $300 and run for 90 minutes.
Let's get started!
Frequently Asked Questions
How are you compensated?
I am fee-only, meaning that my compensation comes only directly from the fees paid by my clients. I do not receive referral fees or commissions from any products or services I may recommend to you, nor do I sell financial products of any kind. My fees are transparent and up front so you always know exactly how much you are paying me. You are also the only one paying me, and as a result I only recommend what is in your best interest at all times. Untangle Your Money is in no way affiliated with Tiller Money. I am not an employee of Tiller Money, nor do I receive any commissions or compensation from Tiller.
Where do we meet?
We will meet online over Zoom.
What tools will we use?
We will collaborate primarily via Zoom and Google Sheets. You will need a Gmail account in order to access Google Sheets, and a computer with a webcam to access Zoom.
What will happen in a typical meeting?
In a typical meeting, we will collaborate via screen share where you will share your screen, and we will look at your information together.
Is my data secure with you?
By design, I do not ever have any of your financial information in my possession. The information we review together will be saved on your own computer or in a cloud system owned by you. I will not have any of your passwords, log in details, account numbers, credit card numbers, or any other sensitive financial information at any time. Your data will always remain your own.
Why do you like Tiller Money?
I don’t just like Tiller — I love Tiller! Why? Tiller is the most flexible tool currently available to track your money. At the end of the day, no app can do what a spreadsheet can do. With a spreadsheet, the sky is the limit! The other great things about Tiller are its flexibility and customizability, as well as the fact that you always own your own data in your own spreadsheet, rather than having your data locked in an app.
I'd like to work with you. What are the next steps?
Great! The first step is to schedule your first session using the green button below. You can also reach out to me via email if there is something you’d like to discuss before scheduling your session at hello@untangleyourmoney.com. After booking, you will receive a confirmation email with our meeting link, and I will send you a contract to complete and an invoice to pay ahead of the scheduled session time.