Kickstart Your Financial Freedom: End the Paycheck-to-Paycheck Cycle with Our Tips & Tools Workshop!

A self-paced workshop to kickstart your financial wellness journey.
This is the perfect entry point for those who want an affordable way to start building financial confidence.

What’s Included:

✔ 6-month access to self-paced modules (structured for a 6-month completion window, but can be extended).
✔ 1 FREE 1:1 coaching session to personalize your plan.
✔ Monthly Q&A sessions with me for support.
✔ Actionable exercises, templates, and resources to build strong financial habits.
✔ Pipeline access – Those who complete this program can apply payments toward a higher-level consulting package.

 Exclusive Discount on Additional 1:1 Coaching Packages: Get ongoing support with discounted pricing for deeper, tailored guidance.

Disclaimer:

The financial wellness consulting services provided by Traci Dority-Shanklin are for educational purposes only and do not constitute financial, legal, or tax advice. Every individual’s financial situation is unique, and past participant successes and testimonials are not indicative of future results. Your personal financial outcomes will depend on your individual efforts, circumstances, and commitment to the consulting process.

Traci Dority-Shanklin is a YNAB Certified Budgeting Coach, which means that she has been trained to coach people on using YNAB software and the YNAB budgeting method. She has met select requirements of You Need a Budget LLC in order to receive this certification, which means that she has the ability to competently coach YNAB to others. She is not an employee of YNAB, and all non-YNAB related opinions and recommendations are her own. Her views do not reflect the views of YNAB, its employees, or its affiliates.

It is recommended that you consult with a licensed financial advisor, accountant, or legal professional before making financial decisions.