Book your ADHD Discovery Session

 

Financial Planning for Adults with ADHD

Financial advice from one ADHD brain to another. I'll work with you to not only solve your money problems, but build sustainable personal wealth through hands-on, step-by-step financial planning. 

 

Book your ADHD Discovery Session

 

 

 

 

 

 

 

 

Financial Advice Built for ADHD Brains

"Traditional financial advisors typically ask for hundreds of thousands of dollars to invest or want to sell you products they earn commissions on. Not me. I just want to help move the needle for fellow ADHDers. That is my passion. Whether you are early in your financial journey and need help with the basics or have complex planning needs, I have structured my service to be accessible and impactful. With me, you'll work with someone who understands intimately how difficult and emotional money can be, especially when you mix it with ADHD."

- David DeWitt, CFP®

 

Book your ADHD Discovery Session

 

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I Serve ADHDers of all kinds. Here are a few examples. 

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Business Owners

ADHDers often make great entrepreneurs, but it can come with financial chaos, anxiety, and confusion. I help entrepreneurs create systems and synergy for their business & personal finances so the two can work smoothly together. Now you can focus on running the business.

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Professionals

Professionals, whether a successful employee at a corporation or a partner in your firm, come to me to help them map out the vision for what their money can do for them and then construct the plan to make it a reality. 

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Families

Families have additional financial complexities that need to be accounted for, and that's why families affected by ADHD seek me out. Planning for education, insurance for protection, estate planning, wealth building, and budgeting as a family are some areas I help.

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Life Transitions

ADHDers often come to me when they are going through a life transition with financial implications, such as getting ready to retire, divorce, buying a first home, receiving an inheritance, or changing jobs. When money is in motion, it can be a good time to look for a financial planner. 

I work with ADHDers who:

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Feel Financially Stuck

You are successful and make more than enough money but struggle to figure out a way to consistently save, invest, and reach your big goals and dreams. You know that a plan and accountability would benefit you and help you get on track.

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Understand the Value of Financial Planning

You understand that there is significant value in having a human build a strong working relationship with you to guide you towards your financial goals and help you have more money, security, peace of mind, freedom, and fulfillment in your life.

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Want to Control the Chaos

You know that with just a little organization, a coherent plan, and accountability, you would be able to spend more time focusing on what you want to be doing and not worried about if you remembered to pay your bills on time. 

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Earning $100,000+

I generally work with ADHDers who earn over $100,000 annually and are growing. There can be exceptions for those on a solid career trajectory committed to making the most of working with a long-term financial planner. 

What makes my process ADHD-friendly?

 

ADHD Experience

As someone with ADHD myself, I understand just how much of an impact it can have on our lives. I come to the table with understanding as well as growing experience working with our unique brains.

Proactive Accountability

ADHDers do well with external accountability, so I've built my process to provide regular accountability to help you achieve your goals. This occurs through task reminders, random check-ins, and more frequent meetings.

Judgement-Free Zone

Let's face it. ADHDers typically have a laundry list of experiences with money and other areas of life that have led to feelings of shame, guilt, and embarrassment. I strive never to cause my clients to feel judged, shamed, or embarrassed because I know the struggle and have been there myself.

Benefits of Working with a Financial Planner

 

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A Champion for Your Success

Have someone in your corner who cares about you, learns all about you, and is rooting for you and invested in your success.

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Create Wealth Beyond just Money

Not just more money, but more security, freedom, and opportunity to focus on the more important things in life.

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Improved Emotional Wellbeing

Reduce your stress and improve your physical health. Feel better about your money, yourself, and your future.

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Avoid Big Risks and Mistakes

A good planner will help you avoid big financial mistakes and identify risks before the worst happens.

Jobs I do for clients

Financial planning is not a single event. It is a living, breathing, and ever-evolving process. On an ongoing basis, I will perform the following jobs for you. Through these jobs, there will be recommendations, and I will help hold you accountable to make sure they get implemented.  Whenever you need me for help, I'll be a couple of clicks away!

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Ongoing Financial Planning

Your plan is always evolving, and I am here each step of the way.

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Investment Management

Outsource your investing needs and have your strategy fine-tuned to your unique situation. 

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Budgeting & Spending Analysis

Want a budget to be created for you and have a pro help you stick to it? Then you are at the right place!

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Money Mindset Coaching

Change your money mindset by working on weaknesses while accentuating your strengths. 

Tax planning for ADHDers

Tax Planning & Analysis

Tax planning is all about having no tax surprises in the near term and minimizing your tax liability over the long term. 

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Insurance Review & Analysis

Insurance isn't exciting but it is vitally important. I'll make sure you have the proper protection in place for your loved ones and yourself. 

Estate planning for ADHDers

Estate Planning Review & Analysis

68% of Americans don't have a will. Estate planning is not only for the wealthy, as everyone needs to make sure they have a plan.

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Employee Benefits Review & Analysis

Got a corporate job with benefits? I am here to make sure you are making the most of them.

So, how much does it cost?

Financial planning is a true investment in yourself. As long as you are committed, it can be one of the most rewarding decisions you'll make. 

Ongoing Planning

For ADHDers looking to completely outsource their finances long-term

$300

per month

Book your ADHD Discovery Session

This is the ideal service for the ADHDer who has a successful and growing career and wants to outsource their finances to a professional as their financial complexity continues to increase. With this service, you have unlimited access to myself, access to full-service investment management, ongoing support and guidance with budgeting and debt paydown, full access to your plan, and a long-term advisor to help see you to and through your financial goals. 

 

Ready to explore if I am a fit for your needs?

The first step is a quick, no-pressure discovery call. During the call we will discuss your goals for financial planning, what your biggest concerns and worries are, how I can (or cannot!) help, answer any questions you have, and discuss the next steps. I will never pressure you to work with me and will tell you if I believe I am not a good fit for you. 

 
 

Frequently Asked Questions