Financial Organization

Do you dread looking at your bank account? Do you wonder how you will ever pay down your debt and get ahead? 

Is there a massive "money weight" on your shoulders that just doesn't seem to go away? 


You're not alone. Money management can be overwhelming if you don't know where to start ... well, look no further because we've created a simple to follow financial resource bundle to get your finances organized once and for all!

Finally you can kick that sinking feeling about your finances to the curb.


We've created two resources within ONE complete bundle which provide you with tangible strategies to take

the day-to-day stress of the numbers, debts, and bills - out of your life. We share simple and effective organizational strategies to help make managing your finances a breeze. You will receive a step-by-step PDF guide with five (5) modules inside as well as five (5) templated spreadsheets for you to quickly and easily get your

personal and business finances organized.


You work hard for your money, and you deserve to be FREE from financial burden.

Whether you're looking for a DIY plan to get your business or personal finances organized or you need one-on-one help to

create a well-rounded budgeting plan to reach your future goals - we’ve got you covered.

One-on-one Financial Consult

One (1) one-hour strategy call. 

Financial Consult to get clear on your current situation and goals

Suggestions on how to pay down your debts quicker or save for your goals. 

Review your current assets and debts/ money-in/money-out, where there are gaps and suggestions on how to fill these.

Reviewing monthly payments to rearrange dates to better suit where your money should be going and when.

Custom financial recommendations for the future based on your current financial situation and ultimate goals. 

$79 + hst
Financial Organization
Resource Bundle

Move through your money blocks and get clear on your money goals.

Five modules + Budgeting Tracking sheets for personal and business use. 

Learn how to create a budgeting plan and organize your finances once and for all. 


"Shelby is positive, reassuring, knowledgable and humble.

She was able to organize my multiple streams of income into one

place to visually see it all in a way that works best for me."

- Lindsey, Owner, Wandering Soul