Shameless Money
Shameless Money The Shameless Builder
From $3,497 · 8 sessions · Premium coaching

You know the right answer. You can't pull the trigger.

For high-earning ADHD adults whose money sits still while their tabs fill up with the right answer. Eight working sessions: the work that gets you off the sidelines and actually moving money.

Start the Shameless Builder Knowing the right answer and trusting it are two different operations.
8 sessions with Dave Personal + business mapped together Guarantee through Session 8
Rich on paper, stuck in real life

Rich on paper. Stuck in real life.

You've read more about money than you care to admit. You've consulted the CFPs. The math is right. The decision still doesn't get made. That's not an information problem.

01

Another quarter, same investment account still in cash.

02

"I make plenty" and "I'm still anxious about money" keep coexisting.

03

Lifestyle inflated to match income. Net worth didn't.

04

The CFP advice was right, and it still didn't move you.

05

Major decisions keep getting pushed to next quarter.

06

Five more years of being rich on paper and stuck in real life.

The three pieces

Foundation · System · Strategy

Who you are, the machine you run on, how you compound. The three pieces the Builder is built around.

01 · Who you are

Foundation

the beliefs and inventory

The Money Beliefs Report. The Money Story Lite that names why "I have plenty" and "I'm anxious about money" coexist. Plus a full financial inventory.

Sessions 1 – 2
02 · The machine

System

how the money moves

The Unbudget, built in your real accounts. Personal and business mapped together if you run your own thing, with Owner's Draw as the clean bridge.

Sessions 4 – 8
03 · How you compound

Strategy

the deployment philosophy

The Money Strategy document. Risk posture, contribution strategy, tax approach, the Permission Number, what comes off the sidelines and when. Locked, dated, deployed.

Sessions 2 – 3
From $3,497 · what you walk away with

Seven artifacts. One decision desk, finally clear.

The three pieces plus the Money Beliefs Report, the Money Map (workshopped from your real Monarch data, personal + business if you run a business), the Money Roadmap, and the Field Guide.

01 · STRATEGY

Money Strategy document

Your deployment philosophy. Locked in writing.

Money Strategy · v1
Risk posture70 / 30 equity / bond
ContributionRoth max · then taxable
Tax approachS-corp at $120K rev
Permission Number$15,000
"Anything above $15K deploys. Decision already made."
  • Risk posture, contribution, tax approach. Walked in Session 3.
  • The Permission Number. The buffer you keep liquid. Above that, the system deploys.
  • What comes off the sidelines, and when. Sequenced.
02 · MAP

Money Map · personal + business

Hand-built from your real Monarch data.

  • Not the AI version. Not a template. Hand-built by Dave between sessions.
  • Personal + business together. Owner's Draw as the clean bridge.
  • Goals, Commitments, Irregular, Flex. The same Unbudget shape, your real numbers.
03 · ROADMAP

Money Roadmap

The phased layering plan. Goals, sequenced.

Now Permission buffer · $15K HYSA
Q3 $72K · off sidelines 6 wks
Q4 S-corp election w/ CPA
2027 Solo 401k · then taxable recurring
  • Goal targets in dollars and dates. Not "deploy more someday."
  • What gets prioritized and when. Sequenced.
  • What comes after the system runs. The compound years.

Plus the Money Beliefs Report, a Money Story Lite that names what's blocking deployment, the live cash flow system in your real accounts, and a Field Guide written for it.

For business owners

Personal and business, mapped together.

Owner's Draw as the clean bridge. No mental gymnastics. Decisions made on a cadence. Money moving where it needs to. No more "I'll figure it out at year-end."

Inside the 8 sessions

Three phases. Eight sessions. The decision made.

Sessions 1 – 3 · Strategy

Foundation. Deeper discovery. Firm commitments.

Financial inventory workshop, then deeper discovery (savings buffer, contribution, investment philosophy, tax, deployment blockers), then commitments. By Session 3, the Money Strategy is locked.

Sessions 4 – 5 · Map & Roadmap

Walk the Map. Walk the Roadmap.

Walk your Money Map (personal + business). Walk your Money Roadmap, the phased plan for what gets deployed and when.

Sessions 6 – 8 · Build

Open accounts. Wire automations. Field Guide.

Open the accounts. Set up the automations. Hand off your Field Guide. System fully running by Session 8.

The promise

If it's not running by Session 8, we keep working.

No extra cost. The work runs to completion. The Strategy locked, the Map built, the system live, the deployment scheduled.

Start the Shameless Builder Knowing the right answer and trusting it are two different operations.
From someone who's been there

I'm a CFP® who, for a long time, couldn't keep my own money straight.

Quietly carrying credit card debt I hid from myself. Avoiding the bank app for days at a time, then opening it braced for bad news. Pretending it was fine when it wasn't.

I was diagnosed with ADHD at 16 and spent a long time trying to outrun it. Reconnecting with it as an adult finally cracked it open. The systems I'd been trained to teach were built for a different kind of brain. Mine needed something else. So did most of my clients'.

I built the Builder because I've watched a lot of smart, high-earning ADHD adults read every book and consult every CFP, and still leave six figures sitting in checking. Knowing the right answer and trusting it turn out to be two different operations.

I get it because I lived it. The Builder works on the layer that lets you actually move.

How it works

3 steps to deployment that finally happens.

01

Apply and start pre-work

Brief intake. Money Beliefs assessment, Monarch cleanup, account inventory. Direct entrants get a Kick-Off Call; if you came through a Clarity Call or Walkthrough, skip it.

Fit confirmed
02

Eight working sessions

Strategy. Map and Roadmap. Build. The Strategy gets locked. The Map gets walked. The system goes live.

Three phases
03

Run the system

Your Field Guide is the handbook. The Strategy keeps deployment on track. The Roadmap shows what comes next.

Your handbook
Start the Shameless Builder A coaching relationship that holds you to deployment, not another spreadsheet.
Pricing

Two ways to begin. Same eight sessions, same work.

Neither is a subscription. The plan is six payments, then you're done.

Every option includes

Money Beliefs Report
Money Story Lite
Money Strategy document
Money Map (personal + biz)
Money Roadmap
8 working sessions
Live cash flow system
Field Guide written for you

A note on Tax Strategy: the Tax Strategy Brief is educational, built so you can take it to your accountant. Dave is a CFP®, not a CPA.

Builder isn't for everyone

If procedural or emotional is the bottleneck, here's the better door.

If the system itself solves it Unbudget Setup From $1,197 · 3 sessions

The bottleneck is procedural. You don't need the deployment philosophy unpacked. You need the system to exist.

Learn about Unbudget Setup
If the money pattern is more chaotic than paralyzed The Shameless Reset From $2,997 · 8 sessions

The relationship with money is more avoidant than over-analytical. The shame loop is the primary issue. Reset works on the story underneath.

Learn about The Shameless Reset
Before

Rich on paper. Money sitting still.

After

The decision named. The system built. The deployment moving.