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Do you make good money but have nothing to show for it?
We help women take control of their finances. Learn how to budget, get out of debt, save money & systemize your paychecks.
Our approach is unique
We don’t do cooke-cutter budgeting around here. We tailor our approach to you, your circumstances and your specific goals.
Our clients also tell us we specialize in a ‘no-judgment’ approach. We offer you a fun, encouraging and absolutely no-judgment place to get your finances in order.
Our coaching method gives you short, do-able action steps every step of the way. We love a good mindset chat, but we’re all about tactical to-do’s that get you taking action and reaching your goals quickly.
By the time we’re through, you’re budget will be organized and automated so that you can can 1) know exactly what your money is doing and 2) spend more time doing what you love and zero time stressing about money.
Best Friends & Business Partners
We get it, it’s super frustrating to work hard for your money and then not know where it’s all going. It’s like you’re always playing catch-up and never getting ahead. We’re here to fix that!
We’re Shana & Vanessa, best friends, business partners & Master Financial Coaches trained by Dave Ramsey.
We’ve created hundred of budgets and helped our clients know exactly what to do with their money because we’re nerds and it’s what we love to do!
Working with us is simple
1️⃣ Book Your Free Call
Schedule a free, no-strings-attached chat to chat about your financial circumstances and goals.
2️⃣ Choose Your Plan
We offer one time coaching sessions or a six month coaching package.
3️⃣ Thrive and High-Five! 🙌
Get personalized guidance, actionable steps, and constant support. We’ll set up your customized budget together and our signature financial system so you can watch your finances run smoothly while you stress less!
We know what you want
At Ideal Balance, we understand you long for financial peace and freedom: to provide a brighter future for your family, confidently handle any expense, and enjoy life—from paying off that mortgage early to taking magical vacations. In order to do that, you need clear, actionable steps and support to manage your money.
The problem is…
Many women feel overwhelmed by finances and are unsure of where to start, which makes you feel stressed, anxious, and sometimes even paralyzed about where to start.
We believe everyone should feel organized, confident, and in control about their financial decisions. We understand the unique challenges you’re facing, and we’re here to meet you with grace, encouragement and a little tough love!
Here’s how we do it:
1. Foundation: First, we dive into your goals, discover your net worth, map out your debt-free journey and kick off with a basic budget.
2. Systems & Strategy: Next, we fine-tune your budget, implement our financial systems like automatic bills, savings buckets and our signature Paycheck Plan™.
3. Accountability Boost: Meanwhile, you’ve got someone looking at your finances with you who can help you to see things in a new light and help you when you need to make decisions. We’ve seen it all and can walk with you through it!
So let’s dive in:
So, book your first session now.
In the meantime, listen to the podcast or join our Facebook communityhttps://www.facebook.com/groups/financialcoachingforwomen for tips, tricks, and real stories.
It’s time for you to stop feeling overwhelmed and anxious about money and instead feel in control, organized, and encouraged about your financial future!