Strategy beyond the numbers

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

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.
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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.

Government agencies, schools, and institutions
For procurement-based consulting consulting and education engagements scoped to organizational and institutional needs.

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.

Choose Your Pathway

Consulting


Structed financial guidance for one clear decision or an ongoing transition. Start with The Breakdown for a single decision reviewed in full, or apply for the Financial Transition Suite for larger, layered transitions with multiple moving parts.

Client
Testimonial

 “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 

Education


Training, workshops, and facilitated learning through FLIP™ for families, youth, programs, schools, nonprofits, and organizations building financial understanding together.

Resources


Self-guided tools, books, webinars, and guides in the Financial Resource Vault for people and organizations who want a starting point without booking a session.

Government


Procurement-ready consulting and education engagements scoped for federal, state, and local agencies, schools, universities/colleges, and institutions.

As Seen In

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

Led by Shan-Nel

Founded in 2016, NTFS Global, LLC is led by Shan-Nel D. Simmons, a financial transition consultant and CEO with more than two decades of experience in accounting, tax, financial systems, governance, and financial education.

Her background includes public service as a former IRS Revenue Agent, private consulting, workshop design, and board leadership, including fiduciary decision-making.

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

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.

From the Desk: Recent Perspectives

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Lead with your legacy. Be financially you.