Sh-anna-lytics

Helping people make sense of money, systems, and words… because all three have a habit of getting unnecessarily complicated.

People often call me their Voice of Reason, because I help them think through things differently. I ask questions, challenge habits, and offer thoughtful solutions. Around here it’s called Sh-anna-lyzing.

About Me

I'm Shanna: a financial coach, tech ops consultant, and writer who believes that when people understand their finances, their systems, and their why, everything works better. I utilize my more than 20 years of experience to offer personal financial coaching, business & tech ops consulting, and professional writing & editing services.

Financial Coaching

While I'm really good at business operations, my passion is to help people feel less stress from their finances. As a certified Ramsey Solutions Master Financial Coach, I will work with you to clarify your goals and your budget. I'll help you make confident decisions, and together we'll create a plan that fits YOUR life.

I currently offer:

♦ 90-Minute Money Makeover Session

♦ 4-Week Confidence Builder Series

♦ 6-Month Money Mastery Program

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Tech Ops & CRM Consulting

I work with entrepreneurs and start-ups that need SaaS tools to work for them. I've been a CRM consultant for eight years. I can help set up new systems, migrate existing data, and establish workflows designed to scale.

I specialize in making technology feel less intimidating and a lot more useful. If your systems feel like they're running you instead of the other way around, or if you're not even sure where to start yet, we should talk.

(I currently use VetCommand as my all-in-one SaaS tool.)

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Writing & Editing

Every word matters. I make sure yours are clear, precise, and work together seamlessly.

I’m a writer and editor with degrees in both Technical Writing and Creative Writing. I can help with grant writing, copy editing, business documentation, donor communications, social content: you name it.

No matter what I'm writing or editing, my focus is clarity, precision, and meaning. Let's discuss your project.

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Stress Management and Mindfulness

Learn to manage stress and cultivate mindfulness with our comprehensive coaching services. We teach you practical techniques and exercises that help reduce stress, enhance mental clarity, and improve emotional resilience. Our stress management strategies are designed to fit into your daily routine, promoting a more balanced and peaceful life.

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Fitness and Exercise Programs

Boost your physical health and energy levels with our customized fitness and exercise programs. Whether you’re a beginner or looking to enhance your existing routine, we create personalized workout plans that align with your fitness goals and preferences. Our programs are designed to be engaging, effective, and adaptable, ensuring you stay motivated and achieve lasting results.

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MY SERVICES FEATURES

Personalized Plans

Tailored wellness strategies just for you.

Expert Guidance

Professional advice to achieve your goals.

Holistic Approach

Comprehensive care for mind and body.

Sustainable Habits

Build lasting, healthy lifestyle changes.

Flexible Scheduling

Wellness sessions that fit your life.

Supportive Community

Connect with others on your journey.

What is financial coaching?

Financial coaching provides clarity, confidence, and action steps for you to be confident with your money decisions. We will look at your real-life numbers: income, expenses, savings, and debt, and we talk about your goals. Then we turn that into a plan that makes sense for you and your life. No judgment, no product sales, and no unrealistic advice. Just structured guidance to help you feel more in control of your money. Click here for more on financial coaching.

How is financial coaching different from financial advising?

I don’t manage investments or sell financial products. Financial coaching focuses on behavior, decision-making, and systems. How money actually moves through your life. The goal is to help you build sustainable habits and financial awareness so you can make informed choices now and in the future. Click here for more on financial coaching.

What kind of tech ops & CRM consulting do you offer?

I help entrepreneurs and start-ups untangle messy systems and build workflows that actually support their operations. This includes CRM setup and optimization, process mapping, integrations, documentation, and troubleshooting. If your tools feel heavier than helpful, I step in to simplify, stabilize, and scale what you already have — or set up a brand new workflow. I personally use VetCommand as my all-in-one CRM for tech ops.

Do I need to know what’s broken in my systems before hiring you?

No. And that’s very common. Many clients know something isn’t working but can’t pinpoint why. Part of my role is to identify gaps, inefficiencies, and bottlenecks. Then help to translate technical complexity into clear, actionable solutions.

What writing & editing services do you provide?

I offer writing and editing support for people who care about clarity and impact. This includes grant writing, copy editing, donor communications, manuscripts, and refining content such as websites, SOPs, and other professional documents. My background in technical writing means your message stays accurate, structured, and easy to understand.

Be honest. Do you really do all of these things?

Absolutely! And there’s a method to the madness. Financial coaching, tech ops, writing, and editing all share the same foundation: analysis, structure, and clarity. Whether I’m helping you untangle finances, establish workflows, or refine language, my goal is the same — to analyze your current state and help you get to a better one. Sh-anna-lytics covers more than one kind of chaos. 😄