Welcome to the SHIFT Institute

The SHIFT Institute is the personal and professional development arm of Financial Haven, Inc. — designed to help individuals, teams, and organizations move from stuck to self-led through a signature 5-step framework.

What is the SHIFT Framework?

SHIFT is a proven, practical framework designed to help people create meaningful, lasting change. Developed by Dr. Ashlee Shands, the SHIFT model blends behavioral science, mindset work, and strategic planning to transform how people approach their finances, careers, health, and relationships.

Each letter represents a core element of personal evolution:

  • S – Self-Awareness: Recognize your patterns, strengths, and blind spots

  • H – Habits: Rewire behaviors that no longer serve your growth

  • I – Intentions: Align daily decisions with your long-term vision

  • F – Flexibility: Adapt without abandoning your values

  • T – Transformation: Step fully into the version of you that’s been waiting

    Change doesn’t stick without strategy. SHIFT gives you both." — Dr. Ashlee Shands

Who the SHIFT Institute Serves

Our programs are designed for:

✅ Individuals ready to rewrite their financial narrative
✅ Professionals facing burnout, transition, or reinvention
✅ Community leaders, nonprofits, and healthcare teams seeking tools to support clients holistically
✅ Organizations seeking workshops that blend soft skills, well-being, and strategic goal-setting

Whether you’re rebuilding after a setback, navigating a career pivot, or trying to finally feel in control of your money and mindset — SHIFT meets you where you are.

Download Free SHIFT guide
Book a Workshop

SHIFT Institute Offerings

SHIFT & Elevate Coaching
1:1 or small group coaching focused on mindset, money, and momentum.

Signature Workshops
Engaging, interactive sessions for nonprofits, healthcare orgs, HR teams, and professional groups.

  • SHIFT: 5 Steps to Personal & Professional Growth

  • Financial First Aid

  • SHIFT Circles: Peer-led Financial Empowerment Groups

  • SHIFT at Work: Workplace Wellness Through Behavior Change

The SHIFT Workbook + Book (Coming Soon)
Dr. Shands’ upcoming book SHIFT & Elevate explores how high-achieving professionals can overcome fear, imposter syndrome, and burnout by aligning habits with purpose.

Custom Trainings for Organizations
We offer licensed curriculum, staff trainings, and internal development aligned with your organization’s goals.

Impact & Outcomes

  • 100+ families impacted through SHIFT-based education

  • 95% of participants report greater financial clarity

  • 80% report increased confidence in making career or care planning decisions

  • Organizations using SHIFT programming have seen higher engagement and goal follow-through in their teams

Book a Workshop
Book a Workshop