Bold Balance Blueprint (BBB) is a coaching and educational platform that helps women and young professionals build financial confidence, align their money habits with their values, and feel in control of their future. We combine personalized coaching with practical courses and supportive resources to transform the way you think about and manage money.

Our programs are primarily designed for women (typically ages 20–40) and professionals going through life or financial transitions—such as starting a new job, pivoting careers, or navigating a divorce. Even if you’re outside Canada, you can still benefit from our mindset and habit coaching. Some examples (like tax modules) are Canadian‑specific, but the underlying principles are universal.

Your money mindset is your set of beliefs, habits, and emotions around money. It influences how you save, spend, invest, handle debt, and make decisions about your future. Our coaching focuses on reframing limiting beliefs and building practical strategies so you feel empowered and in control.

Not at all. Our coaching meets you exactly where you are—whether you’re starting from scratch or looking to elevate your knowledge. We’ll guide you through foundational concepts and tailor our approach to your knowledge level.

We begin with a free Bold Strategy Call to understand your goals and challenges. From there, we’ll recommend the right program or course. While our flagship programs are designed as journeys rather than one‑off sessions, additional sessions can be booked once you’ve completed a program if you’d like extra support.

Book a free Bold Strategy Call—our 30‑minute consultation where we discuss your current situation, answer questions and recommend the program or course that best fits your needs. There’s no obligation to sign up for a Bold Strategy Call.

For group programs we normally record the main teaching portion and make it available to participants who sign a confidentiality agreement. Breakout discussions are not recorded. One‑to‑one sessions can be recorded on request. If you miss a session, we’ll provide recordings and resources to keep you on track.

Most of our programs offer both one‑to‑one and small‑group options. One‑to‑one coaching gives you highly personalized support. Group cohorts provide accountability and community; these may include occasional workshops or challenges open to newsletter subscribers. The Bold Strategy Call is always one‑to‑one.

Our programs are structured as journeys rather than quick fixes. The Foundations Track lasts roughly six weeks and helps you build clarity, set goals and create your first confident plan. The Transformation Track runs about twelve weeks and dives deeper into mindset and habit shifts. Our Signature Program spans several months, offering high‑touch, bi‑weekly coaching and ongoing accountability. Expect to commit a couple of hours per week for calls, reflection and exercises. For 1-1 coaching programs there is ample flexibility in pacing to meet the individual’s needs.

Yes! While our mission focuses on empowering Canadian women, we welcome participants from all backgrounds and countries. Mindset, values‑driven planning and financial confidence are universal skills. Some examples—particularly regarding taxes—are Canada‑specific, so international participants should adapt the information to their own context. All coaching programs are delivered in English.

All coaching sessions take place online via Zoom. Once you enroll, you’ll receive a link and calendar invitation in your welcome email. This allows you to join from anywhere in the world.

You can join Zoom sessions from your browser or install the Zoom app for a smoother experience. Course materials (videos, worksheets and handouts) are hosted on our website which houses our learning platform. Upon registration you’ll receive login details and instructions for accessing materials. We occasionally use shared documents like Google Sheets; links will be provided in your welcome kit or within the programs or courses themselves.

You’ll get instant access to on‑demand courses in the Clarity Vault which doesn’t require an account. For coaching programs, once you complete your enrollment forms you’ll receive an onboarding email with a scheduling link as well as access to your Dashboard where you can access course materials. For 1-1 coaching programs, we will discuss our starting date on the Bold Strategy Call, and group cohorts start on preset dates which are noted on the website.

Absolutely. Our coaching around mindset, values and planning applies no matter where you live. Payment is processed in Canadian dollars through Stripe; your credit card provider will handle currency conversion. Some examples—especially around taxes—reference Canadian rules, so we encourage international clients to consult local professionals for region‑specific advice.

• Clarity on where their money goes and how their values influence spending
• Confidence to make decisions about debt, savings and investments
• A personal intention of paying down debt and growing savings
• Healthier money habits and a supportive relationship with money—without guilt or overwhelm  

Not in the traditional sense—and that’s by design. Bold Balance Blueprint isn’t a financial planning firm. We don’t create formal investment or retirement plans. Instead, we help you build something far more powerful: clarity, confidence, and a personal framework for making aligned decisions. You’ll leave with a customized Bold Balance Blueprint—a values-based action plan that reflects your real life, not someone else’s ideal. This might include things like: 

By the end of a program, you can expect to understand your cash flow, articulate your goals, and have an actionable plan. You’ll gain tools to continue managing your money confidently, along with an improved mindset around abundance and self‑worth. While we cannot promise specific financial results, we aim to equip you with the clarity and confidence to make empowered decisions.

Pricing depends on the program and level of support. Our courses in the Clarity Vault are low‑cost and self‑paced, and coaching programs are tiered by duration and intensity. Because each journey is personalized, we discuss pricing in detail during your free Bold Strategy Call. All payments are processed securely through Stripe in Canadian dollars. The Resources page offers some free tools along with free mini-courses from time to time.

Yes. We offer flexible monthly payment plans for our coaching programs to make investing in yourself accessible. You can select the plan that fits your budget during enrollment. Courses within the Clarity Vault are purchased through a monthly subscription.

We offer a money‑back guarantee up until the end of your first coaching session. If you decide the program isn’t right for you before or immediately after your first session, we’ll refund your payment. After the first session, we encourage you to commit fully to the process and complete the program.

You’ll receive a receipt for every payment processed through Stripe. Bold Balance Blueprint is a coaching and education platform, not a certified educational institution, so our programs do not qualify for Canada’s tuition tax credit. The Canada Revenue Agency allows tuition tax credits only for courses at a post‑secondary institution or training certified by the Minister of Employment and Social Development, and fees reimbursed by an employer cannot be claimed. Some employers reimburse coaching as professional development when they are the primary beneficiary; in such cases the benefit may not be taxable. Please consult your accountant or employer to see whether your participation can be reimbursed as professional development, and note that we do not guarantee tax deductibility.

The Clarity Vault is our on‑demand library of courses and resources covering topics like understanding your paycheque, budgeting for real life, and an introduction to Canadian taxes. Some courses are free; others require a small monthly investment. They are self‑paced and accessible anywhere you have internet access. New courses and resources are added regularly, and newsletter subscribers are the first to know so sign up to receive the Clarity Notes and be the first to read about new tools and courses.

Each course includes short video lessons, downloadable worksheets or templates, and practical exercises. Because financial education evolves, we continue to release new courses and tools throughout the year. There is no fixed launch calendar, but we aim to expand the library quarterly. Subscribe to our newsletter or check the Clarity Vault page for updates.

A Bold Strategy Call is a free 30‑minute conversation where we learn about your current money situation, goals and challenges. It’s an opportunity for you to ask questions and for us to recommend the next steps—whether that’s a coaching program, a course or another resource. You can schedule your call directly through the booking link on our website.

After completing a coaching program, you retain lifetime access to any courses you purchased. You can schedule follow‑up sessions for additional guidance or accountability. We also offer ongoing community support through our newsletter and occasional workshops. Many clients continue to work with us through maintenance packages designed to support long‑term growth.

We’re here to help. Email us at shelley@dlcassociates-coaching.com or submit a message via our contact form on the website. We aim to respond within two business days.