“I believe that by moving through your divorce with a plan, you can relax a little more, breathe a little more, and trust the process a little more.”
Start Here: Mapping Your Journey
Your Roadmap to Clarity Package
A 3-month container for getting financially clear, organized, and ready for what’s next.
You may have chosen this journey of separation and divorce, or been asked to embark upon it. Either way, you’re seeking clarity and direction on where you are now and where you want to go.
I’m the financially focused divorce coach who can help you get organized and make a plan that is centered on your finances — and stick to it.
“Before I heard about Coach Shelly I felt at a loss, anxious, depressed on how to look at my future. I am now feeling hopeful, and determined that working with her will help me to resolve my money concerns, and go through my divorce prepared.”
Whether you’re at the beginning of your divorce process or further along, nearly all of my clients start here — enjoying 7 hours of one-on-one financial divorce coaching with me via Zoom or in person. Compress into 3 weeks or stretch across 3 months — whatever fits your timeline.
This introductory package includes a full three months of membership in my private community, ⤴️Upward Club, with weekly group coaching calls and a monthly training for those moving onward and upward through divorce.
This is a 3-month container, powered by my Finances FIRST Framework, in which to build the clarity, confidence and financial foundation you need for the road ahead, along with strategic support for your journey.
“I really appreciate our sessions and it’s so nice to experience support in a positive way—I hadn’t realized how much I had NOT been receiving support!”
What you’ll achieve:
Address the burning questions 🔥🔥🔥 that are keeping you up at night.
Understand your assets and debts: “You’ve got to know what’s there to know what’s fair.”
Get answers and advice on the complexities of your financial big picture. Examples:
How to separate financially into two households — both before and after divorce.
How to divide equity in a home or business.
Whether it’s possible for one spouse to remain in the home.
How to account for inheritance or gifts to one spouse.
How to deal with pre-marital retirement accounts.
How to think about spousal support when there is a big income differential or earning potential between spouses.
Prepare for hiring or meeting with your attorney or mediator, lining up strategic questions and making the most of the time you have together. This saves you money on legal costs.
Speaking of costs… we build a divorce “budget” that aligns with your resources and what’s actually at stake.
Reduce overwhelm by getting clear on your next best steps, and have someone holding you accountable for actually taking them.
“That was such a supportive & informative meeting this morning! I will be reaching out to make appointments with each of these three lawyers. Thanks so much for the referrals.”
The process:
Complimentary Consultation (click to book yours) to meet and begin the conversation.
If it’s a fit, we look at our calendars and place a temporary hold for our first session.
Decision made to invest in your future; review client agreement and pay online via debit or credit card. No fees to you for either option.
Welcome email sent with link to comprehensive online intake questionnaire to share your situation and goals.
Option to upload documents for your coach’s review.
2-hour Onboarding Strategy Session to clarify your goals and resources, and start building your roadmap.
Five additional hours of one-on-one time with me to support you in your next steps, using my signature Finances FIRST Framework. Most clients meet twice a month for three months, but session length is flexible.
Email support between sessions, generally with a 48-hour turn-around. Your coach does not charge for reading or responding to emails!
Join ⤴️Upward Club weekly group coaching calls (3-month membership included).
Ability to book additional strategy sessions in future at a discounted rate or get more comprehensive support through my monthly coaching program.
The takeaway:
Your personalized Finances FIRST roadmap: your next best steps, a timeline, and a map to guide you — we literally sketch these out!
Your investment in yourself & your future: $1,900
“Thanks a heap for the action steps and resources! I came away from our session feeling so grateful for your knowledge, curiosity, reframing, and compassion for both parties. I appreciated it all.
I booked session #2 via your website!”
Your investment includes:
7 hours of private time with Coach Shelly, used flexibly in 15-minute increments.
A personalized onboarding and financial strategy session to begin (usually 2 hours).
Organizing tools and templates for your spending, assets, marital history, etc.
3 months of ⤴️Upward Club membership, including weekly group coaching opportunities and a monthly training on divorce topics.
Ongoing email support between sessions.
Coach’s review of the documents that matter to your divorce.
Your personalized Finances FIRST roadmap.
At the end of three months, you’ll have a much clearer understanding of your financial picture, the decisions ahead, and what you need to do next.
How far you get depends on where you begin — but be assured you will have have taken many steps forward!
“Thank you SO MUCH for helping me get so organized and for this opportunity to work with a lawyer without needing to pay them to help me get this organized. 🙏🏼🙏🏼❤️❤️”
coach shelly is a journeyer — here she is on the coast to coast trail in england, overlooking the irish sea.
Next steps:
If this introductory strategy series is the right fit for you and where you’re at, please review my FAQ and make your payment.
If you have an unanswered question or just want to make sure this is your next best step, I invite you to book a complimentary consultation with me.
“I’m here to give personalized guidance on this major financial turning point. Because the most expensive part of your divorce is likely to be the part you didn’t understand.”
