Personal Financial Wellness
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Corporate Financial Wellness

© 2018-2020 Shake Your Money Tree


Being financially healthy is about more than the amount of money you have in your checking account.

It's about building resilience to life's big and little surprises, and knowing you have all the right plans and protections in place.

No one wants to face their future financially unprepared.

This Fiscal Check-Up is a comprehensive assessment of all you should know, do, and have in place to make sure you're financially ready for everything life throws at you. 


And just like getting an annual physical, this check-up is personal and evaluates every aspect of your financial condition:

Assess your current financial behaviors

Determine whether you really know how to manage your money effectively

See if you have enough saved in the right types of savings accounts

Uncover what your true spending habits are

Determine how you're handling debt

Know if you have a good understanding of credit

Review your insurance coverages

And much more...

After you get the Check-Up, you'll then have a follow-up visit with the money doctor... ME! In this coaching session you'll get some high-impact personalized action steps you can take to the bank.


When all is said and done, you'll know exactly which areas of your financial life you need to focus on to achieve optimal financial stability and security, not to mention, feeling more confident knowing you're doing all you can and should with your money so you can finally achieve the lifestyle you currently only dream of!


​Get your Fiscal Check-Up today!


Don't postpone financial security and peace of mind - you work waaay too hard to lose it all!

My Guarantee To You

I'm a small business owner who understands the risk you feel when deciding to invest in an online offer. You work hard for your money and don't want to waste it on something that won't help you.

I'm PROUD of this Fiscal Check-Up and know that anyone who buys and uses it will receive tons of value and get results.

That's why I'm offering a 100% satisfaction guarantee. While I can't promise your individual results, I can guarantee complete satisfaction with the quality of the assessment. And I promise you will experience reduced stress once you know exactly what areas of your financial life need attention and get support in doing something with what you learn.

If you're not happy with the Fiscal Check-Up, let me know and I'll make it right!