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Why Choose This Workshop?

Unlike other courses that focus on quick fixes, this workshop is designed to provide you with a sustainable, life-changing approach to financial wellbeing. You’ll walk away not just with information, but with actionable tools and a clear roadmap that leads to a healthier financial future.

You don’t need to navigate this journey alone. With direct access to coaching, real-life examples, and interactive exercises, you’ll have everything you need to turn financial stress into financial success.

Daniel T.

Traci Dority-Shanklin has been my Financial Counselor for over 2 months, and some people, including “business people” don’t accomplish in 2 years what Traci has done for me. Traci deeply cares, goes the extra mile and brings meaningful conversation to what can be a hurtful subject for those of us who learn the hardway. Traci will not steer you wrong. Her confidentiality and ethical MO will inspire you to great heights. Here’s to my very near heights. Thank you Traci! 

Unlocking Financial Wellbeing: Foundational Workshop

It's More Than a Course.
It's a Revolution of Your Wallet and Your Mind. 

A foundational workshop for strategies and tools designed to unlock your financial potential by launching an actionable budgeting system.

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With this course, you'll get:

Shatter the Paycheck-to-Paycheck Loop

Learn to budget effectively, save with purpose, and build a cushion that brings peace of mind.

Craft Your Debt-Free Game Plan

We'll explore the psychological aspects of spending and the detrimental money mindsets that hold us back. Armed with this knowledge, you'll craft a custom debt reduction strategy that aligns with your lifestyle

Define and Achieve Your Money Goals

We'll help you identify and solidify your core financial values, transforming budgeting from a tedious task into a powerful tool for realizing your life's ambitions and purpose.

Create an Actionable Budget and Build Self-Accountability:

Follow our step-by-step guide to set up a realistic and manageable budget that aligns with your financial goals. Learn to hold yourself accountable through simple yet powerful self-auditing techniques, so you can stay on track and celebrate every financial win.

PLUS, when you enroll, you’ll receive:
Conquer the credit card debt holding you back and break free.

  • Bonus Tackling Credit Card Debt Module: Focused insights and tactics to help you tackle one of the most common financial stressors.
  • Interactive Workbook: Your go-to guide to track progress, reflect on lessons, and make the strategies personal to your financial life.
  • One FREE 1:1 Coaching Session: Receive personalized support to get clarity on your unique financial situation and map out your next steps.
  • Exclusive Discount on Additional 1:1 Coaching Packages: Get ongoing support with discounted pricing for deeper, tailored guidance.

 

Get Access

One Time Payment

$197

You will learn:

  • Identify and Align with Your Core Money Values
  • Reframe Money- Limiting Beliefs for a Healthy Money Mindset
  • Build an Actionable Budget
  • Master YNAB (You Need a Budget) 
  • Tackle Credit Card Debt 
  • Self Accountability Techniques
  • Answer Any Pressing Question in FREE 1:1 Session
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This workshop is perfect if you are:

  • Feeling overwhelmed by your finances and don't know where to start.

  • Stuck in a cycle of debt or living paycheck to paycheck.

  • Ready to take control of your money but need a structured, supportive guide.

  • Looking for expert advice without committing to a lengthy membership.

Ready for Financial Freedom?

Get actionable financial insights in your inbox.

Financial freedom is a marathon, not a sprint. We’ll guide you to the finish line with weekly bite-sized suggestions.

You're safe with me. I'll never spam you or sell your contact info.