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Working with Shay has truly been life changing!! I have never felt more in control of my financials and I now feel confident about my expenses for the first time in my adult life. Not only is Shay knowledgable and trustworthy, she is also easy to talk to and compassionate. 10/10, would recommend!

- Catherine Davin

Working with Shay has been life changing for me! She has helped me get on track to pay off debt quickly while establishing savings at the same time. She has taught me how to budget, plan and save. I am no longer living pay check to pay check. I highly recommend Shay!!

- Peri Kaplan

I am so appreciative and thankful that I found Shay and worked with her over the past year! I am in a better financial situation now then before and setup for success for the future. With a baby she has given me the tools to be confident in my ability to manage my finances with increased expenses on the way.

- Justin Blake

Shay is fantastic. She takes the time to explain concepts and I have learned a lot every time I have met with her. Shay has helped me with complicated taxes, setting up a budget, and longer-term financial planning. Her advice and explanations have helped me feel so much more confident about how to manage finances. I'm so grateful that she takes the time to listen and understand where I am in terms of my goals and knowledge and help get me to the next step! I couldn't recommend her highly enough.

- Sarah SanGiovanni

Shay’s expertise, advice, and detailed system for organizing my finances has made such a difference in my ability to manage my money effectively. I started working with her as someone with terrible habits, no knowledge of how to turn things around, and very little confidence that I’d ever get myself in a better position. After a year of working together, I feel like I can see a light at the end of the tunnel for the first time, and my financial future doesn’t seem totally doomed. Shay will definitely tell you some truths that will be hard to hear or seem impossible at first, but she truly knows what she is talking about and wants to help. I always felt supported without feeling patronized or belittled in any way, no matter how bad my habits were. It’s clear that Shay really believes that everyone can turn their situation around with dedication and hard work, no matter how bad things seem at the start. I would highly recommend!!!

- Paula Rossi

Working with Shay has transformed my financial outlook! Through an easy-to-follow process for tracking spending and setting savings goals, she provided comprehensive guidance for long-term success. Committing to a year-long program was a leap of faith, but the ongoing accountability has cultivated lifelong habits. Shay's empathy and non-judgmental approach helped me overcome guilt and shame about my debt from the beginning. Grateful for the positive impact on my relationship with money!

- Julie Gann

She is super responsive and takes so much time to answer all of my questions. I also highly recommend her financial advising services. I feel so much more confident in planning for my future because of her simple, straight-forward strategies. Thank you, Shay!

- Becca Peluso

I'm a small business owner, and I cannot recommend Shay's services enough, especially if you're self-employed. Shay is incredibly organized and helpful, and went above and beyond my expectations.

- Ashley Olinger

Shay has done a tremendous job for me. She has a great attention to detail, knows the business, is responsive to questions, and she's great at explaining things so I can understand them. Highly recommend!

- Dennis Lyon

Shay was recommended to me by a friend, and I'm so glad that I reached out and did a one-on-one session with her! She helped me face my personal finances, realize that everything is gonna be okay, and that the future has the potential to be even better if I choose to take a few simple steps to smartly organize my finances. She also is super thoughtful person and seems genuinely excited about unlocking these doors to financial wellness for others. If you're at all anxious about finances, take a deep breath and call Shay - she's got your back and a plan to get you to the next level.

- Mindy Cooper

Shay has been a pivotal in helping me work through tax matters and financial decisions for my small medical practice. Her responsiveness, reliability, and valuable advice has helped earned my trust over-and-again in the last four years. I am very grateful she came into my business life and is a financial resource for me and my wife as well. She is easy-going and pleasant, which helps when discussing big decisions around finances. I would recommend her to any of my friends and family.

- Paul Robison

Shay is an amazing coach. I have been working with her for years now. As a freelancer it's really vital to get her guidance on everything related to my finances. I feel really comfortable opening up to her about my challenges with money. She is really pleasant to work with as well. I fully trust her. After years of working together I am more confident in the choices I make and have Shay to thank! Highly reccommend her services.

- Sara Lee Coffey

I have been working with Shay for several years now. Initially she was working with me to get my finances back in order (creating a budget, paying of debt, creating a savings, etc.)  I would highly recommend Shay to anyone. Thank you for all that you do, Shay!!

- Jina O'Neill

I have been working with Shay for over two years now and she has helped me make a significant improvement in my financial wellness, as well as helping me complete my taxes annually. She's smart and fast and really knows how to prioritize and maximize a dollar, and she takes my individual situation and goals into account as well. I'm miles ahead of where I was before I started working with her— cannot recommend her highly enough!

- Sarah Leavens

Excellent. Shay has been immensely helpful in helping me hit the ground running after finishing my doctoral studies. Together, we have begun to co-create a realistic plan to eliminate my debt as quickly as possible, while planning for long-term financial planning. I look forward to working with her well into the future and recommend her without question!

- Todd Avellar

Shay is wonderful! I don’t consider myself a ‘numbers person.’ She was able to give me a visual picture of my financial health, and help me see my blind spots. We worked together to build a financial plan, and then she helped me navigate through the sticky bits. It was a brilliant collaboration. Thank you Shay!

- Jenna Date

Shay has helped has brought clarity and light to what was my formerly Byzantine tax reality. She is a total pro and the best in the business. She gets my absolute highest possible recommendation.

- Justin Smith

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