ADHD Experience
Clients appreciate talking with a financial planner who speaks "ADHD" and keeps things casual and judgment-free.
| ADHD Financial Planning | Typical Financial Planning | |
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| 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. |
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| 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. |
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| 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. |
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| 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! |
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| 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! |
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| 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. |
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| 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. |
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