Decision Session
$50
A 60-minute working session for a house, car, debt, career, or other major money decision.
- One major decision, untangled
- Side-by-side options and tradeoffs
- A clear next move after the call
Practical financial coaching for real life
You earn the money.
Let’s make it work.
Personal financial coaching for people who want to organize their money, make confident decisions, and turn today’s income into a calmer life and lasting wealth.
✓ Flat-fee coaching✓ No product sales✓ You stay in control
Your wealth shiftIllustrative
72Financial clarity score
Monthly surplus+$1,850
Emergency fund3.2 months
Savings rate24%
NEXT MOVE
Automate $600 each month toward your highest-priority financial goal.
Your life is personal.
Your financial plan should be too.
01Cash flow & spending
02Debt & major decisions
03Retirement & benefits
04Variable, overtime & shift pay
Ways to work together
Clear help. No confusing sales pitch.
Start with one decision or build a complete system. Every engagement is flat-fee, practical, and designed around your real life.
Financial Checkup
$150
A complete snapshot of cash flow, debt, savings, benefits, and financial priorities.
- Complete financial health snapshot
- Cash flow, debt, savings, and benefits review
- A personalized 90-day priority list
Wealth Blueprint
$300
A 6–8 week engagement built around your income, benefits, goals, and wealth-building habits.
- Six-to-eight-week guided plan
- Simple system for spending and saving
- A 12-month roadmap to build wealth
A simple process
From money stress to a plan you can use.
Share your picture
Complete a secure intake without account numbers, passwords, or sensitive credentials.
Build your priorities
Identify the few moves that can make the biggest difference in cash flow and goals.
Put the system to work
Leave with concrete next steps, realistic targets, and accountability that fits your schedule.
A COMMON QUESTION
“I make a good income. I just want to know I’m using it well.”
— The question this practice is built to answer
Business-minded. People-centered.
Clear financial strategy for the life you actually live.
Shift to Wealth was created by a nurse with an MBA who understands that money decisions are rarely just about math. Work, family, time, stress, goals, and changing income all shape the plan.
This is judgment-free coaching—not a lecture and not a product pitch. We organize the numbers, clarify your choices, and build a system you can maintain. Healthcare professionals remain a specialty, but the service is open to everyone.
Questions, answered
Know what you’re signing up for.
Is this investment advice? +
This launch service is financial coaching and education. It does not include individualized securities recommendations, portfolio management, tax preparation, legal advice, or insurance sales.
Who is financial coaching for? +
Anyone who wants more clarity, structure, and confidence with money can apply. We work with people across careers and income levels, with additional expertise in healthcare and variable compensation.
What should I prepare? +
A high-level view of income, monthly spending, debts, savings, benefits, and goals. Never submit passwords, account numbers, Social Security numbers, or protected health information.
Do I need to have everything organized before we start? +
No. You do not need a perfect budget or spreadsheet. Start with high-level estimates, and we will organize the bigger picture together.
Ready for a clearer next move?