A client experience built for the ADHD brain

A personalized and supportive experience for adults with ADHD, offering customized financial plans, tools, and resources to empower clients to take control of their finances and achieve their long-term goals.

Request your ADHD Discovery Session

Client Experience Highlights

Our mission is to have our clients stay motivated and engaged in the financial planning process. Boring financial planning won't work for us ADHDers!

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Accountability

You will hear from me regularly with ongoing accountability.

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Hyper-personalized

Your financial plan will be hyper-personalized and updated in real time. 

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Judgement-Free Zone

Your advisor has ADHD and understands the struggle. 

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One-to-one chat

You'll have a private chat feed with your advisor.

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Education focused

Don't just be told what to do, but learn why it's important and feel empowered.

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Goal-focused

An experience that stays centered on your goals and your progress towards them.

 

 

Request your ADHD Discovery Session