Shameless Money Unbudget Setup
From $1,197 · 3 sessions · Done-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. Field Guide written for the system we just built. From $1,197.

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
What stays the same

What stays the same if the system doesn't get built?

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 budget 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 deliverables. 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.

  • Your real Money Map. Built by Dave between Session 1 and Session 2.
  • Plus a deck. Same artifact Blueprint customers get. 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.

Paycheck lands Checking A
auto-routes
Goals $200 / mo
Commitments $2,650 / mo
Sinking + Hyperfocus $789 / mo
what's left
Flex (the one to watch) $192 / wk
  • Four buckets, in real accounts. Not a spreadsheet. Not an app you'll abandon.
  • Automations wired in. The future-paying-first runs in the background.
  • One number a week. Flex is the only number you have to watch.
03 · FIELD GUIDE

A Field Guide, written for your system

External memory your brain doesn't have to be.

Field Guide · v1

Your system, written down.

for the bad-day brain that won't remember what we built

Tab 01Accounts
Tab 02Routing
Tab 03The one number
Tab 04Wobbles
Tab 05Quarterly check
  • Your accounts, your routing, your numbers. Not generic advice.
  • What to do when things wobble. Named, in advance, in writing.
  • Quarterly Maintenance Checklist. For the long haul.
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 Monarch workshop

We open Monarch 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 close
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 bottleneck isn't understanding what to do. It's that systems in our heads don't run while we sleep, and an ADHD brain can't reliably run a system in its head anyway.

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 Monarch 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 bottleneck is the money story underneath, or knowing the right answer and not pulling the trigger, here's the better door.

If the pattern is emotional, not procedural The Shameless Reset From $2,997 · 8 sessions

You've tried systems-only fixes before and the pattern came back. The next system will break the same way unless the money story gets named first. Reset includes Setup, plus the deeper work.

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

The bottleneck isn't avoidance. It's analysis paralysis. The right answer is known. Trusting it is the problem. Money keeps sitting in checking. Builder includes Setup, plus the work that lets you actually move.

Learn about The Shameless Builder
Before

White-knuckling.

After

On autopilot.