Financial Systems Consulting

Build financial systems that support your life — without constant attention or overwhelm.

Financial Systems Coaching is an educational, coaching-based service designed to help individuals, families, and small business owners create simple, sustainable financial systems that work quietly in the background.

This service is for people who don’t need someone to manage their finances for them — they need help designing systems that reduce mental load, support consistency, and make financial life easier to maintain.

This is not bookkeeping, accounting, or financial management.
It is systems education and coaching that helps you build structure you can trust.

Who This Is For

Financial Systems Coaching is a good fit if you:

• Understand your finances but struggle with consistency

• Feel mentally drained by financial “loose ends”

• Want systems that don’t rely on willpower or perfection

• Feel scattered across accounts, bills, or routines

• Want finances to feel boring, predictable, and calm

• Prefer education and structure over outsourcing everything

This work is especially supportive for people who are:

• Managing complex households

• Neurodivergent

• Balancing caregiving, work, or business

• Recovering from burnout or chronic stress

What We Work On Together

Each coaching engagement is tailored to your life or business, but often includes:

• Designing a clear account structure (purpose-driven accounts)

• Automating bills, savings, and transfers where appropriate

• Creating simple tracking systems that fit your capacity

• Establishing monthly and quarterly money routines

• Organizing financial information and documents

• Building decision-making frameworks

• Reducing friction, duplication, and overwhelm

• Creating systems that adapt as life changes

The goal is not complexity — it’s ease, clarity, and reliability.

How the Coaching Works

Financial Systems Coaching is typically offered as a short-term, focused engagement or as a continuation after Financial Foundations or Small Business Financial Clarity Coaching.

Sessions combine:

• Education (why systems work the way they do)

• Coaching conversations (what fits your life, energy, and values)

• Practical design and setup guidance

• Gentle accountability and integration support

You’ll leave with:

• Financial systems you understand and trust

• Reduced mental load around money

• Clear routines that don’t require constant decision-making

• Confidence maintaining your finances independently

• Systems that grow with you over time

What This Is — and What It Isn’t

This is:
✔ Financial systems education
✔ Coaching and structure design
✔ Automation guidance (education only)
✔ Routine and habit support
✔ A collaborative, respectful partnership

This is not:
✘ Bookkeeping
✘ Bill payment services
✘ Account management
✘ Tax preparation
✘ Compliance or financial control

Our role is to help you design systems, not run them for you.

Our Approach

At Tally & Sage, we believe the best financial systems are:

• Simple

• Understandable

• Low-effort

• Adaptable

• Aligned with real life

We focus on reducing decision fatigue and building systems that feel supportive — not restrictive or fragile.

How This Fits With Our Other Services

Financial Systems Coaching often works best:

• After Financial Foundations Coaching

• Alongside Organizational Coaching

• As a bridge between understanding and long-term sustainability

It’s ideal for clients who want to move from “I know what to do” to “This finally feels easy.”

Ready to Build Systems That Support You?

If you’re ready for finances that feel calm, organized, and dependable, Financial Systems Coaching offers a supportive way forward.

👉 Begin with a complimentary clarity call to see if this service is the right fit.