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Financial Foundations

Build stronger financial footing and more confident decision-making.

A six-week, one-on-one coaching program for women who want calm, values-first money systems that work in real life.
  • 6 weeks
  • One-on-one coaching
  • Four live private session weeks
  • Two self-paced weeks

  •      6 weeks

  •         Duration

What you are going to learn

Program Snapshot

Financial Foundations is a six-week coaching program designed to help you build clarity, confidence, and steadiness in how you relate to money.

This is not about budgeting perfection or financial optimisation. It is about understanding your patterns, clarifying what stability means for you, and building simple systems you can trust.

You will work one-on-one with Shelley to slow things down, make sense of your numbers without overwhelm, and develop a grounded approach to everyday financial decisions.

What This Program Is (and Is Not)

This program is for you if:
Not a Fit?
This program is for you if:
  • You want stronger financial footing and more confident decision-making
  • You are tired of reacting to money and want a calmer, more intentional approach
  • You value plain language and thoughtful guidance over rigid rules
  • You want coaching support, not a self-directed course
Financial Coaching Illustration
This program may not be the right fit if:
  • You are looking for investment, tax, or financial planning advice
  • You want a fully self-paced, DIY experience (see Finance for the Real World)
  • You are in an acute financial crisis requiring immediate intervention
Financial Coaching Illustration

What’s Included

  • Four private live coaching sessions focused on your real financial decisions
  • Guided reflection and integration between sessions
  • Personalised frameworks to support calm, values-based decision-making
  • Ongoing support and accountability throughout the program
  • A capstone integration to anchor your Money Clarity Map

Who It's For? ✨

  • Professional women who want steady over perfect
  • Not a “numbers person” — prefer plain English + small steps
  • Want coaching + simple tools, not shame or overwhelm

6 Weeks

4 Live Sessions

60 mins

Cohort or 1:1

6 Weeks · 4 Live Sessions (60 min) · Cohort or 1:1

Your Six-Week Journey

Week 0 – Grounding Before Growing

Orientation, preparation, and settling into the work ahead.

Week 1 – Foundations: Kickoff and Calm Money Reset

Clarifying what stability means for you and beginning to reset your relationship with money.

Week 2 – Inner Landscape: Stories, Saboteurs and Sages

Exploring the internal narratives and patterns that influence financial decisions.

Week 3 – Financial Clarity Plan: Numbers, Awareness and Intentionality

Building a clear, grounded understanding of your numbers in plain language.

Week 4 – Rhythm and Reset: Habits That Build Financial Self-Trust

Establishing simple, sustainable practices that support consistency and confidence.

Week 5 – Integration Session: Coaching Deep Dive and Your One Thing

Focused coaching on a live decision or challenge, with a clear point of integration.

Week 6 – Capstone: Your Money Clarity Map

Bringing everything together into a personalised framework you can return to over time.

After completing Financial Foundations, you will:

After completing Financial Foundations, you will:
  • Make everyday financial decisions with greater calm and confidence
  • Understand your cash flow without jargon or overwhelm
  • Know what financial stability means for you, not someone else
  • Recognise when old money patterns are driving decisions and how to respond differently
  • Trust yourself more with money, even when decisions feel imperfect
This program builds confidence through clarity, not control.

Investment

$900 CAD
Two Payments of $450 CAD
  • First payment at enrolment
  • Second payment 30 days later

Investment for this program is clearly stated to support informed, grounded decision-making.

Frequently asked questions

How much time will this require each week?

On weeks with coaching sessions, plan for 60 minutes for the session and approximately 15 to 30 minutes for reflection. On other weeks, most clients spend 15 to 30 minutes integrating what they are noticing.

Do I need to be a “numbers person” for this to work?

No. This program uses plain language and practical reflection. You do not need advanced financial knowledge to benefit from this work.

Is this therapy?

No. This is financial coaching combined with practical money clarity work. While beliefs and patterns are explored, this is not mental health counselling.

How is this different from Finance for the Real World?

Finance for the Real World is a self-paced learning experience. Financial Foundations is personalised one-on-one coaching where the work is applied directly to your life with guidance and support.

About Shelley and Bold Balance Blueprint

Shelley Lewis Mercier is a CPA and ICF-certified coach and the founder of Bold Balance Blueprint.

She created this course after years of working with women who were financially capable on paper but felt uncertain, unsettled, or disconnected from their money.

Most financial education focuses only on numbers. Real clarity comes from understanding both the mechanics of money and the beliefs shaping financial decisions.

This course brings together financial expertise and coaching methodology to offer a grounded foundation without shame, jargon, or one-size-fits-all advice.

Downloads / Deliverables

Slide summaries + session recordings

Editable handouts (Word + Excel options)

Audio practices (grounding; reset)

Templates (3‑Line Money Script, Money Rhythm Tracker, Clarity Map)

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