The Financial Transformation Roadmap
Break free from financial shame and create a clear path to financial confidence designed specifically for your ADHD brain. Includes a 90-minute discovery session, comprehensive personalized roadmap document, and implementation call.

Take Back Control of Your ADHD Money Story
In one 90-minute session, we'll help you break the cycle of money shame and stress and deliver a personalized roadmap built for how your unique ADHD brain works.
🕥One 90-minute session.
🗒️One custom roadmap.
💪Zero judgment.
*no long-term commitments, just one powerful session
Shameless Money Founder has featured in:



Sound Familiar?
- "I make decent money but it vanishes into the void every month. Like, where TF does it all go?"
- "I’ve downloaded 11 budgeting apps—used each one for exactly 2.5 days."
- "One missed bill payment and suddenly I’m in full shame mode. Guess I’ll just pretend none of it exists!"
- "I know EXACTLY what I should be doing with my money, but my brain short-circuits every time I try."
- "Getting financial advice feels like being scolded by someone who thinks ADHD is ‘just not trying hard enough’."
You are not alone. We help people just like you!
What Is in the Financial Transformation Roadmap?
Your personalized blueprint for financial success—specifically designed for your ADHD brain. Discover data-driven insights, emotional clarity, and tailored strategies to build wealth without overwhelm.
1. Financial Snapshot & Analysis
A clear, data‑driven view of your assets, debts, cash flow, and spending patterns—setting the baseline for the roadmap.
2. Money Story Analysis
Uncovering your emotional and psychological relationship with money—identifying spending triggers and mental blocks.
3. Values & Goals Alignment
Identifying what truly matters so your financial strategy aligns with your life’s purpose—not just the numbers.
4. ADHD-Friendly Wealth Building Roadmap
Realistic strategies tailored to how your brain works—making wealth building both achievable and stress‑free.
5. Custom ADHD-Friendly Budget System
A streamlined, easy‑to‑follow system that transforms budgeting from a chore into a practical tool for success.
6. Implementation & Best Practices
Step‑by‑step guidance and proven best practices to put your roadmap into action and overcome ADHD challenges along the way.
How You'll Get Your Roadmap
Purchase Package
Secure your Financial Transformation Roadmap with a one‑time payment
Onboarding Form
Complete your financial questionnaire to help us prepare for your session
Discovery Session
90‑minute deep dive into your financial situation, challenges, and goals
Receive Roadmap
Get your comprehensive financial blueprint within 7 days
Implementation Session
Review your roadmap together and create an action plan for success
What Makes This Approach Different
ADHD-Friendly Design
We design every detail with your ADHD mind in mind. Our approach helps you organize, plan, and execute without overwhelm.
Shame-Free Approach
Our method is compassionate and empowering—without the guilt. We work with you, not against you.
Truly Personalized
Forget one‑size‑fits‑all advice. Your plan is built from the ground up to fit your unique challenges, strengths, and goals.
Who you'll be meeting with
Meet David: Financial planner by trade, financial healer by mission. He’s the ADHD whisperer of the money world — blending spreadsheets with soul, and coaching with compassion. Founder of Infocus Wealth and Shameless Money, David’s not just here to balance budgets — he’s here to rewrite financial identities.
He lives at the intersection of strategy and sensitivity, building systems that serve real human lives, not just financial models. Whether he’s decoding cash flow patterns, optimizing a Zapier chain at 2am, or turning his daughter’s love for Twenty One Pilots into a viral moment, David’s always chasing authenticity.
He’s the kind of guy who’ll automate your client engagement workflow, quote trauma research, and still crack a joke about ADHD dolphins impulse-buying another whiteboard. His work isn’t just about money — it’s about permission, empowerment, and unlearning shame.
When he's not reinventing the financial planning process or coaching his clients through emotional money breakthroughs, he’s dad-ing hard with his wife Jill, raising two wildly loveable tiny humans, and building a business where empathy and excellence go hand-in-hand.
What customers are saying

I feel empowered and aware of my finances in a way that I've never been before. If anyone isn't sure this is going to help, lemme email them right quick! I'll fix it. 💁🏻♀️

I used to think I was just bad with money because I couldn’t stick to a budget. But after getting real clarity and support, I finally feel hopeful. What once felt overwhelming now feels doable. I have tools that make sense for the way my brain works—and for the first time, I actually feel capable.
This gave me a whole new understanding of my relationship with money. It wasn’t just about numbers, it helped me see the why behind my habits. I feel more focused and motivated because now I have both the big picture and step-by-step direction. Even if I never followed through perfectly (though I want to), I’d still walk away knowing myself better.
These materials are incredible. I’d already started exploring my money story in therapy, but the way this framed things brought it to a whole new level. I’ve turned several of the phrases into affirmations on Post-it notes, and I can already feel them starting to shift something in me.
I came in thinking we’d just go debt by debt, budget by budget. But what surprised me most was how helpful the ADHD framing was. This session helped me unpack patterns I hadn’t really articulated before, like why I soothe myself by ordering dinner or spending impulsively. It wasn’t just financial strategy; it was insight. I’m leaving with reframes I didn’t expect, and a lot to think about.
What you get
🔍 90-Minute Session
Feel understood, gain clarity, and leave feeling hopeful.
📝 Personalized Roadmap
Delivered within 7 days to help you take control. It contains our Money Story observations and insights, personalized quick wins with detailed instructions, and a longer-term roadmap of steps to work on to grow yourself financially.
📈 One-hour implementation meeting
A one-hour hour meeting to help you implement the budget portion of your financial transformation roadmap.
📨 60 Days of Priority Email Support
Once you have your roadmap, you may have questions, feedback, or want more information and support. We have you covered!
$797
Have more questions? Send us an email to get the conversation started.
Not sure if the Financial Transformation Roadmap is right for you? Just reach out—we're happy to answer your questions and explore whether our ADHD-friendly approach fits your financial needs. No pressure, no sales pitch—just a real conversation to see if we’re a good match.
Got questions? We have answers.
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Who is this session for, and why was it created?
This session is designed for people with ADHD who want clarity about their finances but feel overwhelmed by traditional financial services. Whether you're considering coaching, planning, or just need direction, this is your starting point for understanding your unique money challenges and getting a clear path forward.
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Is this financial coaching, financial planning, or something else entirely?
This is a focused discovery session to understand your unique money story and create a personalized roadmap. Based on what we learn, we'll recommend whether coaching, planning, or other resources would best support your journey forward.
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What if I'm not officially diagnosed with ADHD?
Many people come to us before receiving an official diagnosis and may not even have ADHD. If you relate to ADHD traits and struggle with traditional financial advice, our approach can help.
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Why is this worth $797?
We genuinely believe that this service is thousands of dollars packed into one low price. We wanted this package to have the potential to be the only money you will ever need to spend in order to get your finances together. The last thing we want ADHDers to do is keep throwing money at solutions that aren't getting to the root of issues and are not personalized enough.
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What if I want ongoing support after this session?
Your roadmap will include recommendations for next steps, which might include our coaching programs or other professional services that match your needs. If you choose to continue with our coaching, the $697 session fee will be credited toward your coaching package.
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What makes you qualified to help with ADHD finances?
As a Certified Financial Planner™ who has ADHD himself, Dave combines professional expertise with personal experience. He's spent over four years exclusively helping ADHDers transform their relationship with money.
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I've tried other financial advice before - how is this different?
We focus on understanding how your ADHD brain works with money, not just numbers and budgets. You'll get a judgment-free space to explore challenges and create solutions that actually work for you.