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Request your ADHD Discovery Session
Request your ADHD Discovery Session

Financial & Investment Planning for ADHDers

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We're like a financial superhero team, combining truly one-of-a-kind ADHD-focused financial planning with a coaching approach to help ADHDers and their families develop awesome financial habits, invest with purpose, and unlock the superpower of financial independence.

 

Request your ADHD Discovery Session

Financial & Investment Planning for ADHDers

 

We're like a financial superhero team, combining truly one-of-a-kind ADHD-focused financial planning with a coaching approach to help ADHDers and their families develop awesome financial habits, invest purposefully, and unlock the superpower of financial independence.


 

Request your ADHD Discovery Session

Featured in

 

FTN take control adhd rewired refocused

A one-of-a-kind approach crafted with love by an ADHD brain exclusively for fellow ADHD minds

light-bulb (1)

Raw ADHD Conversations

Clients love chatting with an understanding ADHD financial planner in a safe and non-judgmental atmosphere. 

accountability

Accountability

Clients love having a trusty financial sidekick who takes the time to check in on them, even if it's the very last thing on their minds.

flexibility

Flexible Approach

Clients love working with a financial expert who will never give up on them and understands there is no one-size-fits-all solution for ADHD brains.

management

Externalized Structure

Clients love having their own online portal that contains all of the information related to their plan and shows exactly what's up next and whose job it is.

You'll love it too

Request your ADHD Discovery Session

 

All the services you want, all the services you need

We'll stay laser-focused on your highest-priority pain points, and over time we'll optimize your entire financial life. Here are a few examples of the areas I help with. 

Investment Management

Tax Planning

 

Budgeting & Cash Flow

 

Benefits Optimization

How my service is different from traditional financial planning services

ADHD Financial Planning Typical Financial Planning
Work with someone who gets it
This speaks for itself. My ADHD experience is as real as it comes, so I genuinely understand the ADHD money struggle. Most financial planners are great but won't fully appreciate ADHD and the complexity that comes with it.
Regular Accountability
Most financial planners and advisors only offer meetings once, twice, or sometimes four times yearly. I provide monthly check-ins for as long as you need them.
In-depth budgeting support
Most financial planners and advisors will only tell you how much you can spend to make the plan work. I will help you set up and structure your budget from front to back and coach you on how to stick to it.
Instant message your planner
I am unaware of any other planner or advisor giving instant messaging access to their clients. You will have a one-to-one Slack chat feed with me, so you can quickly brain-dump me notes without hesitation!
Body doubling
Need some motivation to get some financial homework done? Schedule a meeting, and I'll work alongside you while you do it. And that way, you can ask me questions as well!
Ongoing financial coaching
Most planners only consider themselves coaches if it relates to helping clients not panic sell investments. I am well-read on financial coaching, the psychology of financial planning, ADHD coaching, and money mindset coaching, and I will employ a coaching approach throughout our work together.
Can work with clients without any investments (yet)
Most financial planners still operate by managing investments for clients exclusively. This means you need a certain amount of assets to be a candidate for planning. You can work with me by paying a flat monthly fee for my service.

 

You're a business owner

And your personal and business finances are in disarray.  It feels overwhelming. You're ready to hand off the finances to a pro.

 

You're a well-paid employee

But you need help figuring out how to keep it. You have credit card debt, you're paycheck to paycheck, and it feels like your bonus bails you out every year.

 

You're a young family 

And juggling work and the kids has taken all your energy, and your finances are all over the place. There's debt, no savings, and the stress is mounting. 

 

Retirement is approaching

You never thought you would want to retire. But the idea of being tied down and dependent on your job scares you. You are ready to catch up and feel ready to make a change.

 

Recent life change (Divorce, widowed, windfall)

You are all of a sudden fully in charge of your own finances and feel scared. Or perhaps you came into a large sum of money and don't want to make a mistake. 

If you're interested in working together and you are ready to

Budget like a pro

Invest for your future

Get rid of your debt for good

Radically change your money mindset

Then request your discovery session today. 

Request your ADHD Discovery Session

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