Our Process

The InFocus Client Journey

We are non-judgemental., We are Supportive., We are Collaborative., We are Helpful., We are Engaging., We are Caring., We are Knowledgable.

You're making good money but have no idea where it goes. You might be feeling guilt and shame, and feel desperately behind compared to your peers. You need to make changes, get organized, and get on track, towards feeling confident about your finances, but you're not sure how to start or who to talk to. 
 

Build your foundation

Just as a well-built home needs a strong foundation, a secure financial future requires a solid base of budgeting, debt management, and savings. Healthy financial habits, establishing routine and structure, and an improving money mindset help keep it in place.

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Get Organized, Gain Clarity

You will become financially organized and gain crystal clear clarity on where your money is going and the state of your current financial situation.

Budgeting & Automated Cash Flow

Experience the freedom of a budget aligned with your values and goals and the cash flow automation to back it up can provide you.

Debt Pay-Off Plan

We'll develop a debt pay-off plan (if needed) that is automated, fine-tuned to your situation, and personalized with features to keep you motivated.

Personalized Financial Blueprint

With your foundation strengthening, it only makes sense to lay out the blueprint for your financial house. We'll show you a plan that helps you build wealth, maintain it, and protect you and your loved ones.

 

Wealth Building

With the foundation set and the blueprint mapped out, we will begin to implement strategies to help you build lasting wealth and construct your financial future.

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Get Organized, Gain Clarity

You will become financially organized and gain crystal clear clarity on where your money is going and the state of your current financial situation.

Budgeting & Automated Cash Flow

Experience the freedom of a budget aligned with your values and goals and the cash flow automation to back it up can provide you.

Debt Pay-Off Plan

We'll develop a debt pay-off plan (if needed) that is automated, fine-tuned to your situation, and personalized with features to keep you motivated.

 

Protecting your Wealth

With your wealth-building engine in motion, we'll begin to ensure we have in place the proper measures to protect your wealth, your legacy, and your loved ones. This is all about keeping your financial house upright. 

  • Insurance planning: Securing proper insurance is like a safety net for your finances. It helps you avoid unexpected costs due to health issues, accidents, or disability, keeping your savings intact and your financial plan on track. It’s peace of mind, knowing you’re covered no matter what life throws your way.
  • Estate Planning: Estate planning ensures your hard-earned wealth goes exactly where you want it to, without the stress of legal battles for your loved ones. It’s about making things simpler for those you care about, providing clear instructions, and minimizing their burdens during tough times. Think of it as your final act of care and organization.

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Get Organized, Gain Clarity

You will become financially organized and gain crystal clear clarity on where your money is going and the state of your current financial situation.

Budgeting & Automated Cash Flow

Experience the freedom of a budget aligned with your values and goals and the cash flow automation to back it up can provide you.

Debt Pay-Off Plan

We'll develop a debt pay-off plan (if needed) that is automated, fine-tuned to your situation, and personalized with features to keep you motivated.

Personalized Financial Blueprint

With your foundation strengthening, it only makes sense to lay out the blueprint for your financial house. We'll show you a plan that helps you build wealth, maintain it, and protect you and your loved ones.

 

On-Going Support & Accountability

With ADHD, navigating money management can feel overwhelming, but you're not alone. We're here to guide you through life's changes, ensuring your financial plan adapts with you. Our role goes beyond advice; we provide the accountability you need to stay focused and make necessary adjustments. As your life evolves, from new careers to growing families, we'll help you tweak your financial strategy, keeping you on track toward your goals. Together, we'll face any challenge head-on, with a plan that's as dynamic as your life.

  • Regularly scheduled accountability, body double, and review meetings
  • Annual financial plan update
  • Personalized annual financial checklist and calendar
  • Chat and email support when you need it
1

Get Organized, Gain Clarity

You will become financially organized and gain crystal clear clarity on where your money is going and the state of your current financial situation.

Budgeting & Automated Cash Flow

Experience the freedom of a budget aligned with your values and goals and the cash flow automation to back it up can provide you.

Debt Pay-Off Plan

We'll develop a debt pay-off plan (if needed) that is automated, fine-tuned to your situation, and personalized with features to keep you motivated.

FINANCIAL PLANNING THE adHD WAY  

Specialized Support
Delve further
 

Tailored Services

One-of-a-kind ADHD-focused financial planning with a coaching approach 

A haven for financial planning, a place where you can build a solid foundation for your future. With a focus on higher-end financial planning, investment strategies, and retirement planning, we offer a variety of tailored services that resonate with you. Discover the link that speaks to your needs and interests – the one you've been searching for.

Learn More about ADHD       Read our Blog

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Interested?

Request your ADHD Discovery Session

Request your ADHD Discovery Session
More than just traditional financial planning 
 

Specialized Support

One-of-a-kind ADHD-focused financial planning with a coaching approach