Step 01
Discovery
A conversation about what’s working, what’s stuck, and where structured planning could land.
For ADHD & Neurodivergent ClientsPlanningshaped
Planningshaped
aroundhowyourbrain
actuallyworks.
Calm, structured financial planning for ADHD and neurodivergent clients. Clear next steps, supportive cadence, and zero shame about how you got here.
The Problem
Generic financial advice wasn’t built for your brain.
You can run circles around problems that energize you, but the steady-state stuff (paperwork, recurring transfers, year-end review) gets buried under everything else, and the guilt compounds.
Most planners pretend ADHD doesn’t exist, then hand you a 40-page binder. The plan looks great until life resumes on Monday morning.
What helps is structure that fits how your attention actually works.
The Reframe
This isn’t a question of discipline.
You don’t need to be punished into a budget. You need a financial system with rails, short feedback loops, fewer decisions, and a planner who shows up when the calendar would otherwise drift.
What We Do
Planning that actually finishes.
We design the engagement around how attention actually works, short feedback loops, fewer decisions, and a planner who shows up before the calendar drifts.
Focus Planning
Quarterly 1:1 planning sessions with shorter check-ins between, designed for ADHD attention curves.
- Two next-steps max per session, written down for you
- Built-in follow-up before the calendar drifts
- Plain-language summaries you can actually find later
- No 40-page binder, no shame, no homework piles
How It Works
Three steps from stuck to in motion.
From the first call to a quarterly cadence, and the next step never floats away.
Step 02
Set the Cadence
Quarterly planning with check-ins between. Two next steps per session, written down for you.
Step 03
Body-Double the Hard Parts
Drop into office hours together when the paperwork keeps drifting. Get it done in one sitting.
Programs
Three formats. Each tuned for an ADHD-aware planning rhythm.
- 01 · Intro & fit-finding
Discovery Session
A 1-hour conversation to understand your context, your wins, your sticking points, and where structured support could land. No jargon, no judgment.
- 1 hour
- 1:1 or partnered
- Every two weeks
- 02 · Recurring 1:1 financial planning
Focus Planning
Quarterly planning with shorter check-ins between, structured around your calendar, not the IRS’s. Each session ends with one or two next steps, written down for you.
- Quarterly + check-ins
- 1:1 format
- Action-oriented
- 03 · Drop-in support during paperwork days
Body-Doubled Office Hours
Pick a slot, bring your tax docs, FSA receipts, or that account you’ve been avoiding. We work through it together. The friction of starting drops to zero.
- Drop-in
- Working together
- Real screen-share
FAQ
Common questions, answered plainly.
Do I need a formal ADHD diagnosis?
No. If our approach resonates, we’re a fit.
Is this just regular planning with branding?
No. The cadence, the deliverables, and the check-ins are all built around how attention actually works.
Do you work with couples or partners?
Yes. Many of our best sessions are with partners, neurotypical or otherwise, where the friction tends to live.
Is everything 1:1?
Mostly. Some workshops are group format. Office hours can be 1:1 or shared if you prefer the body-double dynamic.
What does the first month look like?
Discovery session, a written summary, and one tightly-scoped action with a follow-up two weeks later.
Fiduciary
We are a fiduciary financial advisor.
No commissions, no product sales, and no shame-based scripts. The plan is the deliverable.
Start Here
A planner who actually works with your brain.
A 1-hour discovery session, no homework required. We talk through where you are, what’s working, and what one structured next step could look like.