ADHD Discovery Session

Looking for a financial sidekick who gets ADHD? Then you have come to the right place.

💼 Budgeting and saving for goals

📈 Making smart investments

💰 Tax and insurance planning

🔄 Streamlining business cash flow and retirement plans

🌅 Prepping for your golden years

⚙️ Optimizing benefits and understanding your money mindset

💣 Crafting a killer debt payoff plan

Starting with the basics? No worries. We'll grow together. But, heads up, I work with folks who:

✅ Can afford a minimum of $350/month (and still have room to save more)

OR

✅Have $250k+ of assets they're open to having managed professionally

Embracing this energy? Go ahead and complete the form. Not quite sure yet? No worries. Take a deep breath and fill it out anyway, and we'll provide guidance, even if you decide not to join us at this time.