Get started the right way.

There are a million ways to do small business. Our process involves getting started debt-free, setting realistic, action-oriented goals and installing important boundaries so that you can enjoy the process and not lose your life in the meantime!

Hey, it’s Shana & Vanessa! We’re so glad you’re here.

We know you’re excited about starting, growing or systemizing your business. But! There are so many decisions, so many options, so many ideas and so many distractions!

That’s where we come in.

We will help you install the right financial plan, create and install systems and set up schedules and boundaries that match your values and will help you grow your business without losing yourself or your family. We take the guesswork out of it and guide you step-by-step on exactly what to do next so that you don’t get stuck spending money, time and energy you don’t need to and instead know each day exactly what you need to do to call it a success!

The best way to predict the future is to create it.

Peter Drucker

Our signature process

1. Assess

At our first session, we will assess your circumstances. situation. We will provide the safe, non-judgmental, dare-we-say-even-fun atmosphere for you get it all out on the table. This is an important step because we need to know the current situation and foundation we’re working with in order to create the future.

2. Cast Vision

Now that the “hard part” is over, we will talk to you about your goals and your vision for the future. As Mary Oliver asks, “What is it you plan to do with your one wild & precious life?” When we know that, we can begin to understand what it will take to achieve your dreams.

3. Create a plan

This is where we nerd out. We will help you establish a realistic plan that will put you on a path to achieving the future you laid out. We will help you create a step-by-step plan to achieve your goals that includes overcoming obstacles, milestones and mini-goals in the process.

4. Coaching & Accountability

This is where the magic happens. You don’t have to do this alone! We will coach you as you begin to integrate the positive habits and disciplines we teach along with dropping the ones that aren’t serving you. We will hold you accountable to the goals you set for yourself while encouraging you and helping you overcome obstacles that inevitably come up.


What is Life Coaching?

Life Coaching is like having a personal trainer for your life. We combine a proven, step-by-step process with teaching, encouragement, math, budgets, habit training, systems, best practices and a wee bit o’ tough love. We typically meet weekly for 30 minute sessions. We do not sell any products and we are not counselors. There are no long-term contracts, you can stop coaching at any time.

What are your prices?

Life Coaching is $200 per month. Read more here.

How long do I need a life coach?

Some people choose to work with a coach as they work to achieve a specific goal or project. Others see it as a lifetime investment. At Ideal Balance, you can end the coaching relationship at any time as our contract is month-to-month.

What can you expect during a coaching session?

First and foremost, you can expect uninterrupted time and space to focus on you. There are no tangents. There is no back and forth. This is just 100%, uninterrupted focus-on-you time.

Next, expect some pretty mind-blowing moments where you really begin to understand yourself, your thoughts and your actions in a brand new way.

After our initial session, we will create a plan that we will help you carry out to achieve your goals. Each session will involve a check in on the action steps from the last session, goal status, obstacles and successes and homework for the next session.

I’m successful. Shouldn’t I be able to reach my goals on my own?

While many successful people have achieved great things in the past without a life coach, life is increasingly complex, busy and there are many things pulling for your attention. Just like Olympic athletes, you will go further faster with a coach who can help you distill your thoughts and desires, provide objective feedback and perspective along with personalized encouragement and support.

To get started, fill out our contact form so we can chat about you and how we should work together!

Winners and losers have the same goals.

James Clear

Let’s do this!

To get started, fill the form at the link below and we will call so we can chat about your goals and how we might best work together!


Monthly Coaching


Ideal for clients starting out on their financial journey and looking to build assets, reduce debt, or move forward to the next steps.

  • Two 45-Minute Video or In-Person Coaching Sessions per month
  • Initial Assessment Goal Setting Exercise
  • Customized “Level 10” Life Report & Chart
  • Step-by-Step Action Plan w/ Timeline
  • Custom Financial Plan & Profit / Expenses System
  • Weekly Session Recaps w/ Action Steps
  • Habit Coaching
  • Quarterly Progress Reports
  • Ongoing Email/Text Support

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