Bold Balance Blueprint

Where Clarity Meets Calm -
and Your Values Lead the Way

Because money should support your life, not dictate it.

Our Mission

At Bold Balance Blueprint, we believe that money should support your peace of mind - not compete with your priorities.


Our mission is to help you build values-based financial clarity from the inside out, so your decisions reflect your values, not outdated expectations.

DLC Associates 

A Legacy of Growth

The name DLC name is more than just a company - it’s a tribute. 

My father, decades ahead of the self-development curve, founded DLC Associates over 40 years ago. He believed in personal growth before it was popular, and his legacy of learning inspired this work.

Our logo is filled with symbols of personal meaning and transformation:
  • Rabbit– Prosperity and progress
  • Birch Leaf – Strength and renewal
  • Oak Leaf – Courage and integrity

  • Butterfly - Transformation & growth (and a personal tribute to my husband, Marc’s father - every time we see a monarch, we say hi to him).

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And because everything comes full circle, these symbols also hold personal meaning for me. I grew up on a property called Birchwood Tree Farm, where my parents raised and showed rabbits. Fast forward 20+ years, and I’ve planted roots in
Oakville, Ontario.

Meet Shelley Lewis

Hi, I’m Shelley!
Your guide to financial clarity, mindset shifts, and making your money work for you (instead of the other way around).

Lifelong Learner Alert!

  • Certified Money Coach – MindValley
  • Certified Professional Co-Active Coach – CTI
  • Post-Grad Diploma in Corporate Communications – Sheridan College
  • MBA, Human Resources – Walden University
  • Bachelor of Mathematics – University of Waterloo (Yes, I voluntarily studied math at university. Yes, I was that kid.)

30+ Years of Business Leadership

I’ve worn all the hats - CEO, CFO, HR Leader, IT & Ops Strategist, and even Chief Project Wrangler. My journey started at Ernst & Young, where I earned my CPA, CA designation, and has since spanned corporate, government, and non-profit leadership roles. I’ve built and led teams across Finance, Accounting, IT, Credit, HR, and Project Management, so if it involves numbers, people, or making things run smoothly - I’m in my element.

Why Bold Balance?

I’ve seen what happens when smart, capable people let money steal their peace.

I’ve also seen what happens when they reclaim that peace - and make decisions from a place of alignment and clarity.

Bold Balance Blueprint was created to help you rewrite your financial story with self-trust, calm confidence, and values-driven clarity. If you’re ready to stop performing and start creating, welcome.


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