Wealth Management for Motivated ADHDers

Your personal financial partner, dedicated to one mission: helping you live better using money as a tool for the life you want.

Work with us!

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Basically, you get a human to share your financial life with. And they only have one objective: help you live a better life, using money as a tool.  

We proudly hold your hand through it all. 

No shame in that! Working with Infocus is like installing a financial partner into your life who you don't always want to talk to, but who you know you should talk to, and are glad when you do.
  • Ongoing scheduled progress check-ins and accountability
  • Text your planner anytime
  • Hands-on assistance and instructions setting up apps
 
You won't always need us, but you'll be happy you have us when you do need us.
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Optimize your Investments

Start investing or optimize your existing portfolios
  • We manage your investments for you, so you don't have to figure it out all on your own
  • We help you feel confident that you are making the right choices
  • We coach you through the hard times when the market is in hyper-active mode
  • We help you feel smart about money
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Get your money satisfyingly organized

Close your eyes and imagine future you where you have it all together. Feels nice, right?

  • Right now, you may not feel very confident about how you're managing your money day to day

  • We help you set up a system that simply works for you
  • And if it doesn't work, we keep working with you until it does
  • We'll help you evolve (even if it takes five years) into the financial wizard you know you can be.
Sequence saving

We help you get all your bucks in a row

Offering ADHD-approved tools to budget, automate, invest, and more. 

There is an ocean of financial tools out there. Instead of spending weeks trying to test and find the ones that work for you, you can work with us and get free access to the tools we know work from our experience working with fellow ADHDers. 
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Budgeting App

Access your premium budgeting app for free, with your advisor's support. It's your app and data, and we cover the cost.

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Money Automation

We help you automate your cash flow and have an arsenal of tools and services to match you with that will fit the way your brain works. 

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Financial Planning

Access your financial planning account to update details, explore scenarios, and see future impacts. We'll handle creating your personalized plan.

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Tax Planning

Avoid unexpected tax bills with our top-tier tax planning software, which ensures your withholdings are correct and refines strategies like Roth conversions.

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Estate Planning

Creating an estate plan with a lawyer can be expensive, but our platform lets you do it for free, including future updates.

Pick Your Adventure: Ways We Can Help
Explore the ways we can serve you
  • Kickstarter Roadmap
  • Financial Planning
  • Investment Management
  • Hybrid Approach
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ADHD Kickstarter Roadmap

(We strongly recommend this first step for most)

The Financial Confidence You've Been Searching For

The ADHD Money Roadmap delivers a complete financial blueprint that actually works with your brain instead of against it - giving you immediate clarity and a foundation you can build on for years to come.

What's Actually Inside Your Roadmap:

  • Money Story Analysis - Uncover how your past experiences with money and ADHD have shaped your current habits, breaking patterns that have kept you stuck
  • Values & Purpose Clarity - Discover what truly matters to you financially, so your plan aligns with your genuine priorities instead of what others think you "should" do
  • Financial Snapshot - Get a clear, judgment-free picture of where you stand right now with detailed visuals that make sense to your brain
  • Strategic Goals Roadmap - Follow a step-by-step wealth-building plan with specific guidance on what to tackle first, second, and beyond
  • ADHD-Friendly Budget System - Implement a custom cash flow plan built for how your brain actually works, not neurotypical expectations
  • Implementation Strategy - Receive tailored automation tools and tracking systems based on your specific learning style and preferences

Continuing on your current path without clear guidance isn't just financially costly—it's draining you emotionally and mentally. This roadmap is your opportunity to reclaim your life from financial stress and build genuine financial freedom.

Learn more!

Financial Planning

Starting at $5,400 annually ($1,350 quarterly)
The "Get Your Financial House in Order" Approach

This service focuses on creating and implementing a comprehensive financial plan over the course of a year, giving you the structure and tools to take control of your finances.

What You Get:

  • Structured approach with clear milestones and deliverables
  • Comprehensive financial plan tailored to your ADHD needs
  • Implementation support and accountability
  • Educational resources and skill-building
  • Tools and systems designed for your continued success
  • Defined one-year engagement with optional renewal

Perfect For: Young professionals, growing families, and DIY-minded individuals who:

  • Need expert guidance setting up financial systems
  • Want a clear structure and timeline for implementation
  • Prefer to manage their own investments after receiving guidance
  • Aren't looking for an indefinite relationship
  • Value learning and building financial skills for independent management

Investment Management

1% of Assets Under Management (minimum investment: $250,000)
The "Financial Partner for Life" Approach

This service is designed for those who want to delegate their financial management and establish a long-term relationship with a trusted advisor who understands ADHD challenges.

What You Get:

  • Comprehensive financial planning woven into our ongoing relationship
  • Professional investment management with tax-efficient strategies
  • Adaptive, flexible approach with no rigid timeline
  • Regular check-ins and support at your pace
  • Access to our full suite of ADHD-friendly tools and resources
  • Continuous guidance as your life and financial needs evolve

Perfect For: Established professionals, business owners, and successful individuals who:

  • Have accumulated significant assets ($250,000+)
  • Want to delegate financial management to a trusted partner
  • Prefer an "installed financial brain" in their life for the long-term
  • Value flexibility and adaptive support over rigid structures
  • Seek a comprehensive relationship that evolves with their life

Hybrid Approach

Custom fee structure combining planning fees and asset management
The "Grow With Us" Approach

This service combines aspects of both planning and investment management, designed for those who want comprehensive support as they build their wealth.

What You Get:

  • Long-term partnership approach like our Investment Management service
  • Professional management of your current investment assets
  • Comprehensive financial planning integrated throughout
  • Growth-focused strategies and accountability
  • Streamlined fee structure with part paid from investments and part from cash flow
  • Flexibility to transition to full Investment Management as assets grow

Perfect For: Growing professionals, entrepreneurs, and wealth builders who:

  • Have some investable assets but haven't yet reached $250,000
  • Want a long-term financial partner to guide their wealth journey
  • Value both planning guidance and investment expertise
  • Are actively focused on growing their wealth
  • Seek a relationship that will evolve as their financial situation matures

What can you expect?

We understand that ADHD requires a different kind of support.
step 1

Introductory Call 

A 30-minute conversation where we get to know each other, discuss your financial situation and goals, and determine if we're a good fit for working together.
step 2

Get up and running

Regardless of which service you choose, we'll start with diving deep to understand what matters to you, gather your financial data, get you set up on systems and software, and create your personalized roadmap.
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Ongoing Service & Support

Support tailored to your service model, with all clients receiving our signature ADHD-friendly approach: regular check-ins, body-doubling sessions, and strategies that work with your brain, not against it.

Work With us If: 

· You're a high-earning professional or entrepreneur aiming to build long-term wealth (not just chase trends) 

· Your ADHD brain wants a proactive partner who can handle all the heavy lifting and keep you informed

· You value collaboration and appreciate a team approach

· Family matters: you want to protect your kids' future and set them up for success

We Might Not Be A Fit If:

· You're only looking for transaction-based advice or a low-cost approach with no ongoing partnership. 

· You need intensive tax prep, legal consultation, or insurance policies (we can connect you to experts, but we don't handle these in house)

· You want to day trade or trade on speculation without a disciplined, long-term plan.

· You see financial planning as a one-time quick fix, not an ongoing relationship

 
Oh, hello! Here is a little FAQ section!

Frequently Asked Questions
Someone who "Get's It"

Meet David

As a CFP®, you'd think money's a breeze for me.

As a Certified Financial Planner™ with ADHD, I understand the challenges of managing finances with a neurodivergent brain. At InFocus Wealth Strategies, I use my investment expertise and personal experience to create systems that align with our unique thought patterns. I'm dedicated to helping high-achieving professionals improve their wealth management by leveraging strengths and addressing challenges.

David Dewitt, CFP® →

Meet David

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A bi-weekly-ish newsletter for ADHDers who are ready to improve their finances.