Sh-anna-lytics
Helping people sort out money, systems, and words… because all three have a habit of getting unnecessarily complicated.
If you're looking for help with personal finances, customer databases, technical writing, or editing, you're in the right place.
ABOUT ME
I’m Shanna: a financial coach, tech ops consultant, and writer who believes that when people understand their finances, their tools, and their why, everything works better. This space brings together the three ways I help individuals and organizations move forward intentionally and sustainably.
Personal Financial Coaching
I have studied Dave Ramsey's financial principals and have certified as a Master Financial Coach through Ramsey Solutions.
I work with clients who want clarity, confidence, and a plan that actually fits their real life. My approach blends practical strategy with behavior-aware coaching, because money decisions aren't just about math.
I offer a 90-Minute Money Makeover Session, a 4-Week Confidence Builder Series, and a 6-Month Money Mastery Program. All designed to help you sort through your personal finances at whatever scale you need.
Tech Ops & CRM Consulting
I help businesses stop fighting their systems and start using them.
With over 20 years of experience in business analysis and technical operations, I work with organizations that need their tools to work for them, not against them.
From cleaning up messy workflows to designing scalable systems, I specialize in making technology feel less intimidating and a lot more useful.
If your CRM feels like it’s running you instead of the other way around, we should talk.
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.
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.
FAQs
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.
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.
What kind of Tech Ops & CRM Consulting do you offer?
I help businesses untangle messy systems and build workflows that actually support their operations. This includes CRM setup and optimization, process mapping, integrations, documentation, and troubleshooting tech that “sort of works.” If your tools feel heavier than helpful, I step in to simplify, stabilize, and scale what you already have.
I personally use VetCommand as my all-in-one CRM for Tech Ops.
Do I need to know exactly 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, fix 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. 😄
TESTIMONIALS
What Client Our Says About Us
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Alex John Martin
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Sh-anna-lytic Solutions
Personal Financial Coaching
CRM & Tech Ops Consulting
Writing & Editing Services