Clients of Shelly Rees Divorce & Financial Coaching gain peace of mind knowing they have a financial expert on their team. I’m here for them as life happens.
Options for Support
After an introductory coaching package where I really get to know them and their financial situation, clients choose between pre-paid packages of sessions that they book as needed, or monthly coaching with 1-4 sessions per month — at a designated day and time, if desired. Email or text me between sessions for real-time support.
Many clients continue to work with me after they divorce and are learning about their new financial reality. They graduate to quarterly, semi-annual or annual check-ins and appreciate guidance on year-end financial decisions, as well as getting organized for tax filing in the spring.
NOTE: I am not a licensed financial advisor and therefore will never make a pitch to “let me manage your money.” If you’re interested in that high-touch service, I have fee-only financial advisors in my network I am happy to introduce you to.
The Tools & Experience
We collaborate in a private Google Drive folder, where I share resources and worksheets specific to what we’re working on. Yes, you do need access to email and a Google account to work with my systems.
Monarch Money is the financial tracking and budgeting software I personally use and teach to clients. Learn more about how this affordable tool can help you gain financial clarity.
Both virtual and in-person meetings are available.
Virtual meetings
We use Zoom for virtual meetings. It’s easy to screen-share either direction, and I can sketch out complex topics on the Zoom Whiteboard. (I love visuals!)
“Thanks for a great meeting this morning, as usual! I always feel so inspired and excited after we meet. I appreciate you!”
In-person meetings
Local clients have the option of in-person sessions at my home in Port Townsend (pictured here). It’s bright and spacious and, with the exception of a short-haired cat, allergen free.
“I’m so grateful to have known you all these years and to be working with you on bettering our financial wellness. You’re a fantastic financial coach!”
Beach walks
Fresh sea air, exercise -- sessions at the beach are a win-win for both of us. Plus, walking activates different parts of our brain, unlocking creative thinking. If you’re feeling stuck, consider meeting your coach at the beach!
“I very much enjoyed our walk on the beach. Just having the opportunity to talk about our financial situation helped my husband and I start the conversation with each other. ”
The password to unlock the client booking page can be found in our Client Agreement.
