Services
Financial Coaching
Money decisions feel easier when you have a plan and someone in your corner. Shelley's financial coaching is built around exactly that: clear steps, honest conversations, and a plan that fits your real life.
Every coaching relationship starts with understanding where you are and where you want to go. From there, Shelley helps you build the structure to get there, whether that means a monthly budget you'll actually use, a strategy to pay down debt, or a roadmap to retirement.
Who it's for: Individuals and families who want clarity around their money, whether you're digging out of debt, saving toward a goal, or simply tired of wondering where your paycheck goes each month.
Coaching options:
Financial Action Plan — For building strong day-to-day habits. Includes a custom monthly budget, savings plan, debt payoff strategy, monthly 60-minute coaching session, budget review and spending analysis, basic cash flow planning, goal setting, and email support between sessions.
Business Financial Clarity — For small business owners who want a clearer picture of their numbers and the confidence to make decisions from them. [Inclusions to come]
Retirement Readiness — For those planning ahead. Includes retirement goal planning, budget adjustments for future planning, a debt reduction strategy, quarterly coaching sessions, and a personalized retirement action plan.
Tax Preparation
Tax season doesn't have to be stressful. As a registered tax preparer, Shelley provides accurate, professional tax preparation for individuals and small businesses, with every return prepared carefully and in compliance with current tax laws.
Her goal is simple: help you claim every deduction and credit you're eligible for, and make filing as easy as possible. She takes the time to understand your unique financial situation, answer your questions, and walk you through the process with clear, steady guidance.
Who it's for: Individuals, families, and small business owners who want their taxes done right, with a preparer who knows their situation and is available with answers year-round.
Annuities
Protect your future. Grow with confidence. Retire with income you can count on.
Retirement shouldn't come with financial uncertainty. Annuities* can provide predictable income, protection from market volatility, and the confidence to enjoy the retirement you've worked hard to achieve. Shelley helps you understand your options in plain language, so you can decide what fits your goals without pressure or overwhelm.
Who it's for: Those approaching or already in retirement who want dependable income they can plan around, and anyone looking to protect a portion of their savings from market ups and downs.
*Product features, benefits, and guarantees vary by annuity type and contract.