Plan
Financial planning, ADHD-aware from the first session.
Quarterly planning with check-ins between, written summaries you can actually find later, and one or two next steps you can finish before the next deadline floats by.
The Problem
Plans you can’t execute aren’t plans.
Most planning processes assume you’ll go home, set up the auto-transfer, sign the form, and reply within seven days. For an ADHD or neurodivergent brain, that handoff is exactly where everything stalls.
We design the engagement around the actual handoff, fewer next steps, written down, with a body-doubled session whenever the form requires it.
If you can’t finish the next step, the plan isn’t finished, that’s on us.
How Planning Shows Up
Three rhythms. One ongoing engagement.
- 01 · Quarterly 1:1 planning
Focus Planning
A repeating cadence: deep session every quarter, lighter check-in between. Each session ends with at most two next steps, written down for you.
- Quarterly
- 1:1
- Action-oriented
- 02 · We do the form together
Body-Doubled Office Hours
Pick a slot, share your screen, and we work through the paperwork together. Beneficiary updates, account opens, FSA receipts, handled in one sitting.
- Drop-in
- Screen-share
- Paperwork-friendly
- 03 · When two brains are in the room
Partner Sessions
ADHD-aware planning often plays out across a partnership. We run sessions with both partners, neurotypical or otherwise, and translate between you.
- 1:1 + partner
- Translation
- Shared decisions
Start Here
Plan with a brain like yours in the room.
A 1-hour discovery session. No homework. We leave you with one written summary and one next step.