Be Well With Money

Personal Financial Services: Tax Strategy for High Earners


Financial Coaching: Building Wealth for Retirement & Beyond


Financial Therapy: Healing Your Relationship with Money

Wherever You Are in Your Journey
I'll come meet you there.

Book a complimentary consultation to explore how I can help you meet your goals.

Our Services:
Empowering Your Financial Future

At Be Well With Money, we believe financial well-being extends beyond just pep talks & tax forms.


We offer a comprehensive suite of services designed to address key financial challenges, from significantly reducing your tax burden to building lasting wealth and healing your relationship with money.

Our goal is to empower you with clarity, control, and confidence across every aspect of your financial life

Personal Financial Services: Tax Strategy for High Earners

Tired of sending five-figure checks to the IRS every year?


Our Personal Financial Services are designed for high-income individuals and business owners with annual tax liabilities of $30,000 or more.

We'll craft a proactive, customized tax strategy that goes far beyond basic compliance, identifying legitimate deductions and leveraging advanced planning techniques to significantly reduce your tax bill and keep more of your hard-earned money where it belongs—in your pocket.

Financial Coaching: Building Wealth for Retirement & Beyond

Approaching retirement but worried your savings won't last?

Our Financial Coaching helps individuals nearing retirement who seek to optimize their financial position.

We'll work with you to develop powerful strategies for debt reduction, accelerate wealth creation, and build "infinity income" streams, ensuring your financial security and peace of mind through retirement and for generations to come.

It's time to turn your retirement dreams into a sustainable reality.

Financial Therapy: Healing Your Relationship with Money

Does money stress you out?

Do past financial experiences hold you back? In collaboration with Renevest.com, our Financial Therapy for Workplace Wellness program offers a unique approach to financial well-being.

We provide a safe, confidential space to explore the emotional and psychological aspects of money, helping you identify and overcome financial trauma, anxiety, and limiting beliefs.

This service empowers you to build a healthier relationship with your finances, leading to greater clarity, confidence, and overall well-being.

Meet Your Guide: A Holistic Approach to Your Financial Success

Hey y'all! Navigating your financial journey can feel pretty complex, right? But here’s the good news: you definitely don't have to go it alone. I'm Monica Bradshaw, and I'm here to be your guide. I bring a pretty unique and powerful blend of expertise to the table, making sure every part of your financial life isn't just handled, but truly rock solid and optimized.

I'm proud to have a few special certifications that let me offer you a super comprehensive kind of support:

Certified Tax Professional: This means I do way more than just file your taxes. I'm all about proactive tax strategies, digging deep to find those legitimate deductions many folks miss, and seriously cutting down your tax bill. We're talking about keeping thousands more right where they belong—in your pocket.


Certified Financial Coach: Think of me as your personal roadmap creator for building lasting wealth. Whether you're ready to tackle debt, speed up your wealth creation, or set up those awesome "infinity income" streams for retirement and beyond, I'll give you the practical steps and accountability you need to nail those goals.


Certified Financial Therapist: Money isn't just about numbers; it's deeply tied to how you feel. With this specialized training, I help you explore and overcome financial trauma, anxiety, or any old beliefs that might be holding you back. It’s all about building a healthier, more confident relationship with your money.
So, what does all this mean for you?

​It means I don't just see numbers on a spreadsheet. I see you—your dreams, your everyday challenges, and even those hidden beliefs that shape your financial reality. My integrated approach ensures you get not only the smart financial moves to save money and build wealth, but also the emotional support to really feel good about your finances and enjoy lasting peace of mind.



Ready to get a truly comprehensive handle on your money?

Let’s chat about how my unique expertise can really transform your financial future. Book your free consultation today and let's see if we're a great fit!