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Life Coaching Personal & Business Finances Business Consulting

About Us

Where Financial Confidence Begins and Generational Wealth is Built

You’ve worked hard for your money. Now it’s time for your money to work for you.

At Nelson Banks Financial, we help individuals and business owners turn confusion into clarity and goals into results. Whether you’re just starting out or scaling up, we provide practical educational, tools, and coaching strategies that empower you to save smarter, invest wisely, protect your legacy, and build long-term wealth in your personal life and in your business.

Our Proven Approach

We review your current goals and strategies to see what's working and what's not.
We define clear and concise goals based on your needs and wants.
We make specific recommendations to fit your budget and purpose.
We maintain an ongoing relationship with you through a series of online resources and our Nelson Banks Coaching Community. ***EXCLUSIVE ACCESS***

💬 Why Clients Love Us!

✨ "Sheron’s approach is honest, clear, and transformational. She taught me things I should’ve learned in school but never did."
— Real Client Testimonial

✨ "Her coaching gave me a plan, a purpose, and peace of mind."
— Group Coaching Member

✨ "If she doesn't have the answer, she will research to find it or refer you to another professional to get the answers you need."
— Real Client Testimonial

The Founder

Sheron Nelson Banks Agent|Advisor

I started Nelson Banks Financial 2014, to close the financial education gap that leaves too many families and businesses vulnerable. With a background in accounting and years of industry experience in financial services, I specialize in turning financial fear into financial freedom.

You don’t need to know it all — you just need someone who does and cares enough to teach you. That’s what I’m here for.

🚀 Ready to Take Control of Your Financial Future?

🔹 Download your first FREE financial planner
🔹 Follow us on social media to track of our next live masterclass
🔹 Book your personalized 1:1 coaching session

It’s time to secure your life, your business, and your legacy — the smart way.

Today is the perfect time to start planning for your future. Get Instant access to eBooks, guides, worksheets, and templates created by a financial advisor who understands real-life money challenges. and business needs. Click the link to download your free planner or to purchase a you financial meditation journal

Coaching Appointments & Services

Hours

Monday - Thursday: 9 a.m. - 5 p.m.

Friday - Closed

Saturday - Appointments may be available on a case-by-case basis and must be scheduled in advance.

All appointments are virtual unless except otherwise noted.

Life Coaching Personal & Business Finances Business Consulting

About Us

Where Financial Confidence Begins and Generational Wealth is Built

Our Proven Approach

💬 Why Clients Love Us!

The Founder

Sheron Nelson Banks Agent|Advisor

🚀 Ready to Take Control of Your Financial Future?

Reviews

Contact Us

Coaching Appointments & Services

Hours

Get Started Today

Life Coaching Personal & Business Finances Business Consulting

About Us

Where Financial Confidence Begins and Generational Wealth is Built

Our Proven Approach

💬 Why Clients Love Us!

The Founder

Sheron Nelson Banks Agent|Advisor

🚀 Ready to Take Control of Your Financial Future?

Reviews

Social

Subscribe

Contact Us

Coaching Appointments & Services

Hours

Get Started Today

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