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 the tabs pile up with the right answer. Eight working sessions to build a cash flow system that reliably funds what matters, your Roth, your Solo 401k, your business goals, month after month.

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

The Roth, the 401k, the SEP, none of them funded, even though the money is right there.

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. What you walk away with is just below.

01 · Who you are

Foundation

the beliefs and inventory

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

Beliefs · story · inventory
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.

Personal + business
03 · How you compound

Strategy

the plan that keeps goals funded

The Money Strategy document. What gets funded and when, your Roth, your Solo 401k, your business goals, and the Permission Number that frees the rest to move. Locked, dated, and routine.

Locked · dated · routine
From $3,497 · what you walk away with

Six things you keep. One decision desk, finally clear.

These previews are drawn from real Builder engagements, with the details changed. Yours will hold your own numbers, your accounts, and your plan.

01 · STRATEGY

Money Strategy document

The plan that keeps your goals funded. Locked in writing.

Money Strategy

Money Strategy Locked · Session 3

What gets funded, and when

Personal + business · monthly

Roth IRA$583/mo
Solo 401k$1,500/mo
Business reserve$2,000/mo
$15K Your Permission Number. Keep this liquid. Everything above funds the goals.
  • The plan that keeps goals funded. Roth, Solo 401k, business goals, on a schedule.
  • Your Permission Number. The buffer you keep liquid. Above it, the system funds the goals.
02 · MAP

Money Map · personal + business

Hand-built from your real account data.

Money Map

Money Map Personal + business

BUSINESS PERSONAL Revenue $12K Tax reserve $2,800 Op ex $3,400 Goals $2,400 Commitments $4,100 FLEX $425/wk OWNER'S DRAW $8,200 / mo the clean bridge
  • Hand-built by Dave, not the AI version. Your real account data, not a template.
  • Personal and business together. Owner's Draw as the clean bridge.
03 · ROADMAP

Money Roadmap

The step-by-step plan. Goals, sequenced.

Money Roadmap

Money Roadmap Goals, sequenced

The compound years

Goals, in order

Max the Roth$7,000
Solo 401k to limit$23,000
SEP / business goal$30,000
Taxable brokerageongoing
  • Goal targets in dollars and dates. Roth, Solo 401k, SEP, business, in order.
  • What comes after the system runs. The compound years.
04 · STORY

Money Story

Why capable money sits still.

  • The pattern, named in writing. Why “I have plenty” and “I can't pull the trigger” coexist.
  • Read it once and something settles. This part was never about the spreadsheet.
05 · SYSTEM

Live cash flow system

Built in your real accounts.

  • The accounts and automations, set up with you. Personal and business, not a template.
  • It runs on its own once it's on. The money moves without you deciding twice.
06 · GUIDE

Field Guide

The handbook you live inside.

  • How your system works, written for you. In your words, not ours.
  • Open it whenever you forget a step. Everything in one place.
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, what to fund first, the goals that keep stalling, taxes), 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 step-by-step plan for what gets funded 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 goals funding on schedule.

Start the Shameless Builder 8 sessions. Six things you keep. The goals finally funding.
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 finally putting your money to work.

01

Sign up and prep

Pick a payment option and you're in. Before Session 1: a short money-patterns intake, a quick account cleanup, and a financial inventory.

Before Session 1
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 you on track. The Roadmap shows what comes next.

Your handbook
Start the Shameless Builder A coaching relationship that holds you to funding the goals, 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 Story
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 your block is the setup or the story underneath, here's a better fit.

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

Your block is the setup, not the decision. You don't need the deeper work. You just need the system built.

Learn about Unbudget Setup
If your money feels more chaotic than stuck The Shameless Reset From $2,997 · 8 sessions

Your pattern is more about avoidance than overthinking, and the shame loop is the main thing. Reset works on the story underneath.

Learn about The Shameless Reset
Before

Rich on paper. Money sitting still.

After

The decision made. The system built. The goals finally funding.