My Approach

SheStax has very few hard rules about money. I believe that money is a tool for people. Thus, if you know how to use the tool you don't need someone else's "shoulds" or money shaming.  SheStax uses a series of activities and questions to expose your financial goals and behaviors. Then I provide clear information about the financial decisions that worry you most. Once you understand the tool of money, we have an honest discussion so you can make the decisions that work best for you.

As a result, customers feel empowered to use money for their pursuit of happiness - balancing both long and short term happiness. You won't find strict financial diets with SheStax. I am all about balance, perspective, and honesty.  Once you take the step to face your financial situation the steps of personal finance are far easier to understand and implement.

The SheStax approach is simple but incredibly impactful.

"I was amazed at Briana's ability to understand my financial situation and fears so quickly. She acknowledged my situation and behaviors and yet helped me see easy corrections without judgement. I was able to pay off high interest credit card debt and still invest. She helped me do that without losing my sense of safety or security." - Laura P