💡Ready for a fresh way to think about money?
Explore Finance for the Real World —
your on-demand coaching experience for clarity and confidence.

DREAM   LEARN   CREATE

Invest in your
most valuable asset - yourself

It’s time to align your money with your values, your peace, and your real life - not outdated rules. At Bold Balance Blueprint, you’ll get expert financial coaching, mindset support, and grounded tools to help you feel clear, calm, and confident about your financial decisions.

Not sure what to expect?
We’ll talk through what’s keeping you stuck and map out what feeling aligned could look like.
Let’s build wealth that feels good.

Led by an ICF-certified coach, CPA, 30 yrs corporate, bringing expertise and integrity to your financial journey.

This isn't just about the numbers

What if money didn’t feel heavy anymore?

You’ve followed the rules - maybe even climbed the ladder.
But deep down, you’re ready for something more grounded, more aligned, and more real.

At Bold Balance Blueprint, we blend values, mindset, and strategy to help you reshape your financial life from the inside out. This isn’t about hitting someone else’s benchmarks. It’s about clarity, autonomy, and choosing what matters to you.

✨ You don’t have to do this the old way.

If you’re a Canadian woman navigating your career, life goals, and the constant pressure to “have it all figured out” - you’re not alone.

Bold Balance Blueprint was created to offer something different: coaching and resources that help you reconnect with what matters, understand your relationship with money, and make values-aligned decisions that support the life you actually want.

Whether you’re rebuilding confidence, exploring a new direction, or just tired of advice that doesn’t feel like it fits - this is your space to breathe, reflect, and build clarity at your pace.

Bold Balance was built for early to mid-career women - but belongs to anyone choosing clarity over convention.

Find Your Best Starting Point

Ready to get started?
Choose your bold balance path.

Discover Your Money Personality

Uncover the beliefs shaping your decisions and learn your unique money style in under 5 minutes.

Explore Coaching Paths

From foundational clarity to full financial transformation - find the journey that fits your life right now.
Coming soon:
On-demand tools for DIY learners.

Talk It Through with Shelley

Book a free 30-minute Bold Strategy Call and get personalized guidance - without pressure or judgment.

Led by an ICF-certified coach, CPA, 30 yrs corporate, bringing expertise and integrity to your financial journey.

Learn On Your Terms

Prefer to go at your own pace?

Our on-demand self-coaching tools and courses are built to help you grow wherever you are - no pressure, no jargon. Whether you’re working through mindset shifts, money basics, or lifestyle alignment, there’s a path for you inside the Clarity Vault.

✨ Learn. Reflect. Build confidence - on your time.

Transformation Stories

Transformation doesn’t mean perfect.
It means real.

JD, 2023 Coaching Client

Shelley instantly created a completely judgement free zone full with genuine love and compassion. I felt safe and listened to when sharing my highest dreams and visions. Shelley’s championing and great intuition encouraged me to express myself fully and authentically and with ease she managed to reconnect myself to what I was longing for. She also got me to commit to meaningful action to deepen the learning and take a step further towards my goals.

DV, Coaching & Mentoring Client, 2+ years

Working with Shelley has been such a meaningful and transformative experience. She’s helped me understand not just my goals, but who I truly am - both personally and professionally. Her approach is gentle yet powerful. She asks thoughtful questions that make me pause, reflect, and dig deeper into what I’m feeling and why. Through our conversations, I’ve gained so much clarity and insight. She’s incredibly patient, never judgmental, and creates a space where I can be completely myself. I always leave our sessions feeling lighter, more grounded, and more connected to my path. I’m so grateful for her support.

SK, 2024-25 Mentoring Client

I had the privilege of working with Shelley when she was the head of HR, and I was involved in the employee performance review process. Her dedication to thoroughly reviewing each team member's performance and providing constructive feedback was truly inspiring. Shelley's commitment ensured a fair and equitable approach for all, while also helping reviewers develop their skills in conducting effective performance evaluations. Her genuine care of people and their professional growth was evident in every interaction. As I progressed in my career, I sought a mentor who could guide me through my journey. When I learned that Shelley had transitioned into coaching, she was the obvious choice. Shelley helped me gently peel away layers of self-doubt and fear, and made me remember my potential through various reflection activities. With her support, I reclaimed my confidence and stepped forward with renewed vigor.

   Clarity Notes Newsletter

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This is your moment - for clarity, calm, and forward momentum.
Let’s talk through what’s on your mind and explore the right path forward - for you.

This isn’t a sales call. It’s a clarity call.
We'll explore your values, goals, and the best next step for your financial journey - zero pressure.

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