Money feels manageable when you can see it clearly.
ShaneCo helps you understand your cash flow — how much is coming in, where it’s going, and what’s actually left — then turns it into a simple Excel budget that fits your real life. No jargon. No judgment. Just a clear picture and a plan.
Start free: a 15-minute discovery call, no pressure and no prep needed.
| Cash flow — monthly | Amount |
|---|---|
| Paychecks (after tax) | +$3,120 |
| Side income | +$240 |
| Total coming in | $3,360 |
| Rent | −$1,350 |
| Utilities & phone | −$286 |
| Groceries | −$520 |
| Gas & transit | −$164 |
| Subscriptions | −$63 |
| Total going out | −$2,383 |
| Left to plan with | $977 |
Sample numbers. Yours gets built from your intake form, in your own spreadsheet.
Where does it all go?
Most money stress isn’t about the amount — it’s about not being able to see it. ShaneCo lays your whole month out in one place, in plain language.
Money in
Everything that lands in your account, and when.
Money out
Fixed bills, day-to-day spending, and the quiet leaks.
Most people aren’t bad with money. They’ve just never seen it all in one place.
Try it: your 60-second snapshot
Rough numbers are fine — that’s the whole point. Adjust the sample figures below and see what’s left at the end of your month.
Your month, roughly
Monthly amounts, after tax. Best guesses welcome.
That’s about $136 a week of breathing room.
- Housing $1,350
- Bills & subscriptions $349
- Debt minimums $210
- Day-to-day $860
- Left over $591
How it works
Three steps, no homework marathons. The intake form does the heavy lifting so our session time goes to decisions, not data entry.
Fill out the intake form
Thirty-six questions, about 15–20 minutes. There are no wrong answers and best guesses are perfect — don’t go digging through statements unless you want to.
Meet for your session
Before we meet, I review your answers and sketch your cash-flow snapshot. In the session we walk through it together and build your budget live in Excel.
Leave with a plan
Within 24 hours you get your finished spreadsheet, a short written recap of what we found, and two or three concrete next actions — not a lecture.
Services & pricing
Straightforward prices, no packages you don’t need. Every paid option starts with the intake form, and every session ends with a spreadsheet that’s yours to keep.
Discovery Call
A no-pressure intro. Tell me what’s going on with your money, hear how I work, and decide whether we’re a fit.
- No prep needed
- Ask anything
- Honest next-step advice, even if it’s not me
Cash-Flow Clarity Session
One focused session that turns “where does it go?” into a clear picture and a working budget.
- Intake review before we meet
- Full cash-flow snapshot: in vs. out
- Budget built live with you in Excel
- Your spreadsheet + recap within 24 hours
Budget Reset Package
The full reset: the session, then two check-ins to make sure the budget survives contact with real life.
- Everything in the Clarity Session
- Two-week check-in call
- 30-day tune-up session
- Updated spreadsheet after your first month
Monthly Tune-Up
Ongoing accountability after your reset. Life changes; your budget should keep up without starting over.
- Monthly one-on-one check-in
- Budget adjusted as life changes
- Updated spreadsheet each month
- Steady, low-key accountability
Not sure which fits? Start with the free discovery call — we’ll figure it out together, and I’ll never sell you more than you need.
Hi, I’m Roshean — I’ve been there.
I spent five years on active duty in the military, where I became the person people came to when a spreadsheet had to be right. Along the way I started managing my own money the same way — in Excel, line by line — and used those spreadsheets to climb out of some genuinely difficult financial situations.
I’m self-taught in personal finance: no formal certifications yet, just lived experience and a tool I know inside out. I’m now switching my college major to accounting to go deeper, because this work matters to me.
I started ShaneCo for one simple reason: I don’t want anyone else to have to suffer through money stress the way I did — especially when most of it melts away once you can finally see your whole picture clearly.
— Roshean Dunn, founder
Ready when you are.
The client intake form takes about 15–20 minutes. Guesses are perfect, there are no wrong answers, and your answers stay between us — they’re only used to prepare for your session.
Open the client intake formRather talk first? Email info@shaneinc.org and ask for a free discovery call.
Common questions
I’ve never used Excel. Is that a problem?
Not at all — it’s the most common starting point. Your spreadsheet is set up for you, we walk through it together in your session, and it’s designed to be simple to update. If you can type a number into a box, you can run your budget.
What do I need before a session?
Just the intake form. Best guesses are genuinely fine — you don’t need to dig out statements or receipts. If you happen to have your last month or two of bank statements handy, they can help us go deeper, but they’re optional.
Is my financial information private?
Yes. Your intake answers stay between us and are used only to prepare for and follow up on your sessions. Nothing is sold or shared.
What happens after I fill out the intake form?
I’ll reply within one business day with next steps. From there we confirm your session, I build a draft of your spreadsheet from your answers ahead of time, and we spend our session making decisions — not entering data.
Do you sell financial products or manage investments?
No. ShaneCo is budgeting and cash-flow consulting only — no products, no commissions, no managing your money. You keep full control of your accounts; I help you see them clearly and plan well.
Get in touch
Questions before you commit to anything? That’s what the discovery call — and email — are for.
Start a session
Ready to see your numbers clearly? The intake form is the first step for every paid session.
Client intake form →