DREAM   LEARN   CREATE

Money, without the weight

Grounded financial coaching for women who want clarity, confidence, and decisions that actually fit their lives, not outdated rules.

CPA | ICF-Certified Coach | 30+ years corporate leadership

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

Why Bold Balance Blueprint is different?

Most financial stress isn’t about math. It comes from trying to live by rules you never consciously chose — rules about success, security, or what you “should” be doing by now.

Bold Balance Blueprint blends financial expertise with coaching to help you:
  • See what’s actually running the show
  • Rebuild trust in your own judgment
  • Make financial decisions that feel steady, aligned, and sustainable


This isn’t about fixing you.
It’s about creating clarity and moving forward with intention.

✨ Dream . Learn . Create

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.

Choose How You'd Like To Begin

Ready to get started?
Choose your bold balance path.

Talk it through

Best for : You want clarity tailored to your situation

A free, no-pressure 30-minute conversation to explore what’s feeling stuck, what matters most to you, and what next steps might actually help.

No obligation. No sales pressure. Just clarity.

Explore coaching programs

Best for : You want guided support over time

Private coaching programs designed to help you rebuild confidence, calm, and momentum around money at your own pace.

Start on your own

Best for : You prefer a self-paced, low-cost option

Finance for the Real World is a DIY, on-demand coaching experience for people who want structure and insight without committing to live coaching.

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

What Clients 
Experience

Working with Shelley has been transformative. She helped me develop aligned money habits, understand my money mindset, and take a calm, clear look at my spending in a way that aligns with my values. Shelley is a true coach, guiding without judgment and building confidence in financial awareness. I was hesitant at first, but her insights and support have left me feeling empowered and confident as I move forward on my financial journey. So much learning and growth! KF
Learn On Your Terms

Who this work is for?

Bold Balance Blueprint was created with women’s financial realities in mind, including career transitions, caregiving responsibilities, and the emotional weight that often accompanies money decisions.

At the same time, this work isn’t about labels.

If you’re seeking a calmer, values-aligned way to relate to money and this approach resonates with you, you’re welcome here.

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

Ready for clarity?

Subscribe TO CLARITY NOTES

You don’t need to have everything figured out.
You just need a place to start, without judgment or pressure.

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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