Shameless Money Shameless Clarity Call
$197 · 60 min live · Personalized deck in 24 hours

The hour-long conversation you've been carrying alone.

60 minutes live with Dave. We map your cash flow together in real time. Then a personalized deck lands in your inbox within 24 hours, with the recommendation, the next steps, and the reasoning, captured.

Book a Clarity Call, $197 60 minutes can save you from another quarter of postponing.
60 min with Dave Deck in 24 hours Recommended path
You've been carrying it alone long enough

What stays bad if nothing changes this quarter?

Some questions don't go away on their own. They get carried. Postponed. Eventually decided by default. Here's what's been quietly running underneath.

01

The money question you keep circling but never quite ask out loud.

02

The decision you've been postponing for months. Refinance, job change, major purchase, the conversation with a partner.

03

A budgeting attempt about to start its third weekend cycle.

04

The vague sense that something is off, but you can't fully name it yet.

05

The financial services industry talks past you. ADHD content stays surface-level. Therapy doesn't touch the math.

06

The feeling that one hour of the right conversation would change things. But you don't know who to have it with.

The voice you've been listening to

Four stories that have been making your decisions for you.

None of them are true. They've just been running on autopilot in the background.

What becomes possible

In 60 minutes.

Your cash flow seen clearly for the first time. By you and someone who actually gets it.

Clarity

A real answer to the question you've been carrying.

The answer

A direction for the next 30 days that you didn't have yesterday.

Direction

Said out loud, with a witness. The part that makes it stick.

Stickiness
$197 · what you get

A live session, a deck, and an honest answer about working together.

Three things in 60 minutes plus the 24 hours after. The hour is for the work. The pitch is in the deck, and only if it fits.

01 · LIVE

60 minutes live with Dave

A real working session with a CFP who has ADHD.

Income$4,531 steady. Side gig variable.
Commitments$2,903 locked. Subs to trim.
Irregular$719 always ambushes.
→ refinance the question. start there.
  • Income picture. Sources, timing, what's variable.
  • Monthly commitments. What's locked in, what isn't.
  • Irregular expenses. The ones that keep ambushing you.
  • Savings goals and debt. What's feasible, what to tackle first.
  • The decision in front of you. What to act on this week.
02 · DECK · 24 HRS

Your personalized deck within 24 hours

Real work product. Yours to keep, reference, and share.

For [you] · v1

Your money, mapped. And the recommended path.

  • The cash flow we built together
  • Dave's read. What's actually going on under the numbers
  • The recommended path: Reset
  • A mini-roadmap. What comes after the immediate decision
  • Action items you can run with on your own
8 to 10 slides · 5-min read
  • Your money mapped. The picture we built together, captured clearly.
  • Dave's read on it. Interpretation, what's actually going on under the numbers.
  • The recommended path. The next-best move for your specific situation.
  • A mini-roadmap. What comes after the immediate decision.
  • Action items. Concrete, doable, no app required.
  • Built for an ADHD brain. 5-minute read, no wall of text.
03 · HONEST

An honest answer about working together

The hour is for the work. The pitch is in the deck, and only if it fits.

Unbudget SetupFrom $1,197
Shameless ResetFrom $2,997
Shameless BuilderFrom $3,497
You've got this from here$0
Dave's pick
  • If we're a fit, the deck includes a proposal for the right backend track.
  • If we're not, an honest redirect to whatever would actually help.
  • Sometimes the right answer is "not yet." That's information too.
  • No selling on the call. The time is yours.
Make the trade

60 minutes now, or another quarter postponing.

The question doesn't get smaller when you put it off. It just compounds.

Book a Clarity Call, $197 This is the right step toward seeing your money clearly.
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 Clarity Call so the question you've been carrying alone for months gets said out loud, with someone who's been there too. The hour does the work. The deck makes sure it sticks.

I get it because I lived it. One real hour can change the next twelve months.

How it works

3 steps to a real direction.

01

Book your call

$197. Pick a 60-minute slot that works for your brain.

No intake form
02

Show up and do the work

We map your cash flow together. Real working time, no pitch, no upsell.

60 min live
03

Get your personalized deck

Within 24 hours. Clarity, interpretation, recommended path, and action items, yours to keep.

In your inbox
Book a Clarity Call, $197 60 minutes can save you from another quarter of postponing.
When the Clarity Call is the right choice

If any of these sound like you, this is the door.

I need a sounding board before I decide anything.

I want to talk it through with someone who actually gets it.

I have one big question, not a whole system to build yet.

I'd rather pay $197 for a real hour than commit to a backend track before I know what I need.

Sound more like one of these? Here's a better door.

"I already know I want a system built." Skip the sounding board, get the build.

Unbudget Setup, from $1,197

"I'd rather start by seeing my own Money Map first." Self-serve, on your own time.

Unbudget Blueprint, $99
Pricing

$197. One real hour, plus a deck that's yours.

Shameless Clarity Call

60 minutes live with Dave, plus a personalized deck in your portal within 24 hours.

$197
flat · no upsell on the call
Live
60 min with Dave
Delivery
Deck in 24 hours
Format
5-min read, yours to keep
Before

Carrying it alone.

After

Said out loud, with a plan.