top of page
Background course.png

Financial Well-Being

Tips and Tools Workshop


You can achieve your dream lifestyle. We can help you get there.

The Unlocking Financial Well Being courses bridge the connection between financial tools and using the information in an actionable budgeting plan. The course will help clarify lifestyle financial goals, create an actionable budget plan, and provide ongoing budget accountability, giving you a roadmap to financial control and well-being.


Helps you reduce your anxiety about money and end the paycheck-to-paycheck cycle.


Provides you with financial well-being education  so you can take control of your financial lifestyle.


Gives you tips and tools that allow you to capture account information and create a future retirement plan while still meeting your financial goals of today. 


Helps keep you accountable to your budget plan with our LIVE Monthly Budget Check-in Calls.


Download 8 Essential Steps to Building a Budget That Endures

Get Traci's free budget planning guide when you sign up below.

I believe you can change your money story and find financial peace of mind. 

Traci has over two decades of experience in the investment business and has a passion for helping people achieve their financial goals. In Unlocking Your Financial Well-Being, she uses a powerful and unique approach to help you truly examine, analyze, and change your experience with money for the better.

In Unlocking Financial Well-Being, you will learn how to:

couple planning.jpg

Are you ready to take control of your finances?

Join The Unlocking Financial Wellbeing Waitlist

We look forward to meeting you!

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 isnot an employee of YNAB, and all non-YNAB related opinions and recommendations are her own. Her views do not reflect the views of YNAB and its employees or its affiliates. 

bottom of page