Strategy beyond the numbers

Financial transition consulting, education, and tools for families, leaders, and organizations making decisions that affect more than money.

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Who We Work With

4-in-1 picture. Top left picture is a couple looking at their laptop smiling while sitting on the floor in front of their couch. The man and woman are both wearing jeans. The top right photo is a meeting space with a diverse group of men and women discussing numbers and strategy. The room has exposed brick. Everyone is dressed business casual in the flex space. The bottom left is two hands shaking. One with a silver bracelet gripping the other hand. The bottom right pic has an elder woman looking at her laptop reviewing the advice and plan she has received while sitting on her couch at home.

NTFS Global works with families, leaders, and organizations making financial transitions that affect more than one life, mission, or future.

Families, couples, households, and caregivers
For shared financial decisions involving home, caregiving, children, aging parents, lifestyle, or long-term responsibility.

Leaders, executives, and board members
For decisions involving leadership responsibility, financial stewardship, people, resources, or long-term direction.

Schools, nonprofits, community programs, and organizations
For supportive initiatives around financial choices tied to sustainability, structure, programming, mission, and community impact.

If your decision shapes people, resources, or outcomes beyond yourself, our services and resources are designed to support your next right step.

What We Evaluate

The right decision has to work on paper and in real life.

Major financial decisions can become expensive when the full impact is not reviewed first. NTFS Global evaluates the numbers, taxes, people, priorities, responsibilities, timing, values, and long-term impact behind the decision before you choose the next step.

Our work is designed for decisions where:

  • the financial stakes are meaningful
  • more than one person or priority is affected
  • the choice needs structure before action
  • the numbers matter, but they are not the whole story

NTFS Global supports families, leaders, and organizations through financial transitions using three connected pathways: consulting, education, and resources.

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Deeper Private Work

Some decisions need more than a quick answer.

Start with The Breakdown when you need one major financial decision reviewed before you move forward.

For larger transitions, ongoing decisions, or business and leadership matters with multiple moving parts, NTFS Global offers deeper private consulting through the Financial Legacy Suite.

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 “A single strategy session gave me clear ways to expand my business, elevate my brand, and create multiple income streams I never considered.” – Ayanna, Founder and CEO of A.M. Smith & Company, LLC 

Consulting


For individuals, families, leaders, and organizations navigating financial decisions that require structure, discernment, and a plan that can be followed.

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Education


Training, workshops, and facilitated learning experiences for families, youth programs, schools, nonprofits, community programs, and organizations.

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Resources


Self-guided tools, books, and practical resources designed to support financial understanding across life stages and decision points.

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As Seen In

media, press, & thought leadership of Shan-Nel D. Simmons

What Guides Our

Work

These principles guide NTFS Global’s approach to financial decisions, education, and resources:

  • Financial decisions and actions should reflect values.
  • Structure supports timely and meaningful progress.
  • Better outcomes are shaped by foresight, not last-minute reaction.
  • Risks and consequences are considered before commitments are made.
  • Decisions become priorities, responsibilities, and follow-through.

Our work is grounded in disciplined financial thinking, sound judgment, and practical next steps.

Led by Shan-Nel

NTFS Global, LLC was founded and is led by Shan-Nel D. Simmons, financial transition consultant and CEO, with more than two decades of experience in accounting, tax, financial systems, governance, training, and financial education.

Established in 2016, the firm has supported individuals, families, leaders, and organizations as they navigate financial decisions involving transition, responsibility, complexity, and long-range impact.

Shan-Nel’s background includes corporate accounting, public service as a former IRS Revenue Agent, years of tax practitioner work through the firm’s earlier chapter, private consulting, workshop design, program development, facilitation, and board leadership, including service as a board chair and experience with fiduciary decision-making.

Her work is grounded in the belief that financial decisions, when approached with care and discipline, can strengthen families, institutions, and the futures they steward.

Meet Shan-Nel

From the Desk: Recent Perspectives

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Monthly insight for financial decisions that affect more than money

The Legacy Note is written for families, leaders, and decision-makers who want thoughtful perspective before making choices that shape people, priorities, and long-term outcomes.

 

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Lead with your legacy. Be financially you.