Adults with ADHD

Living with ADHD often means your brilliant mind is racing with ideas, but keeping track of bills, managing paperwork, and tracking a budget? That's a whole different story. The challenges are real, we get it. We're here to turn your financial chaos into calm, giving you the freedom to focus on what you do best. 

Personal Money Management

A Trusted Partner

Why do the tasks that cause stress and frustration, when you can simply outsource them? We’ll take on the tasks that keep your financial life in order, so you can rest assured that nothing is slipping through the cracks. With our patient and judgment-free ADHD-informed approach, we'll work together to create systems that work for you, not against you.


What We Offer

  • Managing incoming mail - keeping what’s critical, shredding what’s not

  • Bill payments that are always on time (no more late fees!)

  • Budgeting and expense tracking that's clear, simple, and ADHD-friendly

  • Reconciling bank, credit card, and investment accounts

  • Gathering and organizing paperwork all year long, so that it’s ready at tax time

  • Making sure important, but tedious, administrative tasks don’t fall through the cracks

  • Regular check-ins to keep you in the loop and on track

Why It Matters

In a world where financial management can be overwhelming for anyone, having ADHD adds an extra layer of complexity. We're here to be that extra layer of support, handling the administrative tasks of financial management. The result? Less stress, more control, and the freedom to channel your energy into what truly matters to you.

Remember the last time you needed an important document and couldn't find it? Now imagine your loved ones trying to find critical documents and information in an emergency. We’re here to make sure that doesn’t happen to you.

Essential Document Organization

A Future-Focused Plan

You are critical to your family. If something should happen to you, do the people who count on you know how to step in and handle the details of your life? Will they know how to access your accounts, where your estate documents are, and how to submit an insurance claim? We will gather and organize all of your essential documents so that they are accessible when the time comes.

What We Offer

  • A friendly guide through the maze of important paperwork–legal documents, insurance policies, financial records, account information, and more

  • ADHD-friendly organizational systems that make sense for your brain

  • Secure storage solutions: a digital Fort Knox for your documents

  • Strategies for maintaining organization long-term

  • Peace of mind knowing everything is in order when it's needed, whether for work or family

Why It Matters

Life can be unpredictable, but your ability to access critical information shouldn't be. We're here to ensure that in any situation, you and your loved ones have what you need at your fingertips, reducing stress and increasing your confidence in managing your affairs, both professional and personal.

Let's Connect!

Worried about unopened bills, missed payments, or a complicated filing system that's gotten out of hand? Let's have a chat about how we can simplify things and give you the peace of mind you deserve. No pressure and no judgment, just a friendly conversation about creating a more organized, less stressful financial future.