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Request your ADHD Discovery Session What does ADHD cost you?
Request your ADHD Discovery Session What does ADHD cost you?

Unlock Your Hidden Wealth Potential with ADHD-Focused Financial Planning

  • Empathy. Work with a professional who has ADHD and has overcome his own money-related struggles
  • Accountability. Stay focused and committed to your financial goals
  • Personalized. Get a personalized, ADHD-informed plan that takes into account your unique challenges and strengths 

It all starts when you schedule a no-pressure  discovery session. 

Request your ADHD Discovery Session
What does ADHD cost you?
dave

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Welcome to my financial planning firm, which is dedicated to serving adults with ADHD!

 I understand the challenges that come with managing finances while dealing with the symptoms of ADHD. I have ADHD myself and have gone through my own ADHD-fueled financial struggles in the past. That's why I've created a personalized approach to financial planning that caters to the unique needs of individuals with ADHD.

I take a hands-on approach to financial planning. I'll work closely with you to understand your financial goals, and together, we'll develop a customized plan that considers your unique needs and challenges. From budgeting and saving to investing and retirement planning, I'll provide the guidance and support you need to achieve financial success.

-David DeWitt, CFP®

Request your ADHD Discovery Session

Latest Press

Untitled design - 2023-04-06T121813.931

"Help, I Have ADHD And I Can't Stop Impulse Spending"

By Vanessa Wong
BuzzFeed News Reporter

Here are just a few of the ways I help

Tailored financial plan

An ADHD-informed financial plan you can print out and tape to your fridge. It addresses your unique  ADHD-fueled strengths and weaknesses.

Goal setting and prioritization

I will help you set realistic goals and prioritize them, reducing the chances of getting distracted and going off-course.

ADHD-friendly budgeting

I will help design a budget that works with your brain, not against it. The key to success is budgeting with the proper structure, redundancy, and accountability. 

Monitoring progress

Even if you go off course, I will regularly update your progress towards your goals. This helps you get back on track and reduces the overwhelm of "restarting."

Impulse control

I will arm you with strategies and techniques to help you stop impulse spending and your other destructive financial habits. 

Accountability

Regular check-ins are scheduled on the calendar, as a constant reminder to stay accountable to your financial planner and, more importantly, yourself!

Invest like a pro

I'll construct an investment portfolio aligned with your goals, risk tolerance, and values. I will monitor your portfolio regularly and make adjustments as needed.  

Be the boss of your taxes

We'll eliminate your tax headaches and plan for your taxes so that you don't miss out on tax breaks, and pay as little as possible.

How my service is different from traditional financial planning services

ADHD Financial Planning Typical Financial Planning
Feel genuinely understood
This speaks for itself. My ADHD experience is as accurate 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.
Quarterly plan updates mailed to you
Most advisors update financial plans once per year. With my service, I will update your plan overview each quarter and physically snail-mail it to you to put on your fridge! Talk about a dopamine hit!
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.

I work with ADHDers from all walks of life. Here are some examples.

 

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. 

 

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 get started in three easy steps

 

Schedule your free discovery session

This session is about you and your goals.  I'll briefly explain my process, fees, and what it would be like as a client. 

 

Think about it and review your proposal

Your proposal summarizes our discovery session and includes a preliminary overview of what we will accomplish together. 

 

Get the personalized advice & support you deserve

Or you can walk away with absolutely no hard feelings or pressure to say yes. 

Get started now 

Request your ADHD Discovery Session

About me, your new ADHD CFP®

I was diagnosed with inattentive ADHD early on in high school after my grades suddenly began to struggle. When I was in high school in the late 2000's, having ADHD wasn't something socially accepted, or at least that was how I felt. So I tried to hide my ADHD for several years.

Lots of frustrating things happened in my life which I kept blaming myself for.  This included dealing with bouts of impulsive spending! As a financial planner, this created feelings of shame and guilt. I stumbled across a few books in early 2021 on ADHD, and before long I was devouring everything written on ADHD that I could get my hands (well, ears in my case!) on.

And wow, what a life changing moment this was. Finally, everything began to make sense. I was truly hyperfixated on learning about ADHD and my brain. I started getting a voice in my head pushing me to be a resource for others with ADHD. I finally worked up the courage, and I went all in on building a financial planning firm for adults with ADHD. 

I also became hyper-focused on cleaning up my own finances, and through much trial and error, I have completely eliminated my impulsive spending and am on track to fulfilling my own financial goals.

In my personal life, I am married to my beautiful wife Jill, who lovingly puts up with me. We have a beautiful daughter and two bearded collies. If I am not working on financial plans, you can find me hanging out with my family or on the golf course. 

Professional credentials: I am a CERTIFIED FINANCIAL PLANNER™ and a level II CFA candidate.
dave (4)

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