Shameless Money Unbudget Setup
From $1,197 · 3 sessions · Built with you

You know why you spend the way you do. You just need the system to exist.

Three working sessions with Dave to install the Unbudget into your real accounts. Money Map. Automations. A Field Guide written for the system we just built, running in your real accounts by session three.

Get Unbudget Setup The right step toward a money system that finally fits.
3 sessions with Dave Field Guide written for you Guarantee through Session 3
The cost of waiting

What another year without a system costs you.

You don't need more reading. You don't need another mindset shift. You already know what the work is. The system just hasn't been built yet, and a system in your head doesn't run while you sleep.

01

The next fresh start collapses by Wednesday.

02

Late fees keep stacking.

03

Savings goals stay aspirational.

04

The next raise leaks into lifestyle, not net worth.

05

Opening the bank app still triggers a flinch.

06

Five more years of the same loop. With five years of compound interest you don't get back.

From $1,197 · what gets built

A Map, a live system, and a Field Guide written for it.

Three pieces. Three working sessions. The system runs by Session 3, or we keep working.

01 · MAP

A personalized Money Map and deck

Drawn from your real accounts, manually built by Dave.

Money Map
PAYCHECK $4,000 Goals $200/mo Commitments $2,400 Irregular $480 FLEX · ONE NUMBER $192/wk
  • Your real Money Map, hand-built by Dave. Plus the deck, 8 to 10 slides.
  • Lives in your portal. Yours to keep, yours to revisit.
02 · LIVE SYSTEM

The cash flow system, in your real accounts

Goals · Commitments · Irregular · Flex. Built. Running.

Live system
Checking Apaycheck lands
Goals · Savings$200/mo auto
Commitments · Billsmonthly
automatic
Sinking fund · Savings Birregulars
Flex · the one you watch$192/wk
  • Four buckets, in real accounts. Not a spreadsheet. Not an app you'll abandon.
  • Automations wired in. One number a week. Flex is all you watch.
03 · FIELD GUIDE

A Field Guide, written for your system

External memory your brain doesn't have to be.

Field Guide
your field guide
Written for your system
your accounts, your routing, your numbers
Tab 02 · Routingpage 04 Tab 04 · When things wobblepage 07
  • Your accounts, your routing, your numbers. Not generic advice.
  • What to do when things wobble. Named in advance, in writing.
Inside the 3 sessions

Three sessions, with real work in between.

The sessions are live with Dave. The Map gets built by hand between Session 1 and Session 2. The system goes live in Session 3.

01
Foundation Account walkthrough

We open your accounts together and walk your money. Cuts and concerns surface naturally. The cleaner your data, the better the work.

Pre-work checklist done
02
Align Walk the Map

Review the Money Map draft together. Confirm what each account is for. Walk the numbers, work through the messy parts, decide what goes where.

Map and deck in your portal
03
Build Go live

Open the accounts, set up the automations, hand off your Field Guide. By the time we close the Zoom, the system is running.

System running by the end
The promise

If it's not running by Session 3, we keep working.

No extra cost. No upsell. The work runs to completion because that's the whole point. The system has to exist by the time we close.

Get Unbudget Setup 3 sessions. A Map, a system, a Field Guide. Done.
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 Setup because for most of us, the problem isn't understanding what to do. It's that systems in our heads don't run while we sleep.

I get it because I lived it. Three sessions later, the system runs while your brain is elsewhere.

How it works

3 steps to a live system.

01

Book and start pre-work

From $1,197. We send a quick account-cleanup checklist. The cleaner your data before Session 1, the better the work.

Checklist sent
02

Three working sessions

Foundation. Align. Build. The Map gets built between Session 1 and 2. The system goes live in Session 3.

Live with Dave
03

Run the system

Your Field Guide is the handbook you live inside. Quarterly Maintenance Checklist for the long haul.

Your handbook
Get Unbudget Setup The right step toward a money system that finally fits.
Pricing

Two ways to start. Same three sessions, same system.

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

Every option includes

Money Map and deck
3 working sessions with Dave
Real-account automations
Field Guide written for you
Quarterly Maintenance Checklist
Guarantee through Session 3
Setup isn't for everyone

If the real block is the story underneath, or knowing the answer and not acting on it, here's a better fit.

If the block is emotional, not just the setup The Shameless Reset From $2,997 · 8 sessions

You've tried systems-only fixes and the pattern came back. Reset includes Setup, plus the work that names the money story first.

Learn about The Shameless Reset
If you earn well but money sits still The Shameless Builder From $3,497 · 8 sessions

You know the right answer; trusting it is the hard part, so the money sits. Builder includes Setup, plus the work that lets you act.

Learn about The Shameless Builder
Before

White-knuckling.

After

On autopilot.