5/5 from
Google Reviews

Personal Finance Coaching

for

Professionals

Professionals

Students

Entrepreneurs

Couples

Professionals

Bookkeeping and therapy for your money.
Book a Free Consultation

members have collectively

$250,000
added to savings
$120,000
debt paid
$80,000
in expenses reduced

🤔

“Am I doing okay financially?”

You have a good job, make decent money, and worked hard to get here.

So...why does it still feel like you’re behind?

💰

Do you…

Dread looking at your bills?

Avoid talking about your debt?

Worry if you’ll ever retire?

Doubt that you can buy a house? Start a family? Go on vacation?

Feel ashamed that you can’t keep a budget?

📈

Sound familiar?

You’re not alone. Plenty of people

struggle to manage their money, have financial anxiety

live with a scarcity mindset, and feel stuck in their financial situation.

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Because it’s not just about numbers, right?

It’s about your personal relationship with money.

Understanding this relationship is the key to making better decisions

that will lead to financial freedom and peace of mind.

What to expect with

Book a
Free Consultation
Tell us your money story. We want to know about your experiences and how they’ve shaped your feelings, beliefs, and goals around your finances.

☕ Feel free to spill the tea—understanding your past and present. Let us shape the financial future you want.
Connect

Your Accounts
We guide you through gathering all the necessary financial documents for bank accounts, loan statements, credit reports, insurance, etc.

We make sure all your information is collected and stored securely.
Create a Financial
Plan & Budget
Sit back while we analyze your income and categorize your expenses to understand your financial situation. So you get clarity on where you are.

Then we work with you to create both a comprehensive financial plan and budget—tailored to you and your unique needs.
Continued Coaching to Keep You on Track
We understand your financial wellness journey doesn’t end with seeing your customized plan. That’s why we’re here for you every 👏 step 👏 of the way.

You get one-on-one check-ins with your personal finance coach, monthly done-for-you bookkeeping, and access to helpful resources.

Holistic Approach to Personal Financial Services

Explore our services

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Clean up your finances

To get the full picture, we go back three months—digging deep into your spending habits, earnings, expenses, benefits, and more. The best part? This is done for you!

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Heal your money mindset

Your relationship with money matters. We address where your money mindset may not be serving you and help you replace it with a healthier one.

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Improve your personal financial literacy

We’re here to answer your questions and fill your financial learning gaps. Don’t sweat it; no one taught you this stuff in school.

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Create your personalized financial plan and budget

We take a holistic approach to your financial plan by considering your current situation and your relationship with money—to make sure it works for you.

They've been

Explore our services
32 yo MBA graduate struggling with scarcity mindset
Sarah
Finance
Read the case study
52 yo business owner worrying about retirement
Gail
Real Estate
Read the case study
35 yo entrepreneur wanting to build generational wealth
Phillip
Marketing
Read the case study
"I thought I was doing okay financially, but I knew there was always room to improve. I gave Doing Well a shot after some research, and wow, I never truly understood how much I was overspending every month. After using Doing Well for the past couple of months, I have found clarity as to why I spend the way I do and that I could put more money aside for long-term compounded savings. Thank you for helping me gain invaluable insight into how I think about money and better ways to save it!"
Steven
Technology
Read the case study
"A friend recommended Doing Well after I found budgeting apps like Mint too simplistic. When Mint shut down, I knew it was time to pivot, so I signed up for their annual membership. With DW's no-nonsense approach, I've streamlined my finances and can focus on growing my business alongside my 9-5. My advisor crafted a financial plan tailored to my goals, and their insights have been invaluable. Plus, I love talking to a real person on Zoom for advice. Five stars! I’ll update when my side hustle takes off!"
Mackie
Technology
Read the case study
"Managing my money used to be a hassle, especially with my crazy schedule and all the traveling I do. But Doing Well has turned things around for me. They've helped me stick to my budget, plan for expenses, and keep my credit cards and subscriptions in check. They’ve even guided me through dealing with financial fees and international charges. Now, I’m planning for bigger purchases and future trips without stressing out. I’ve saved more than I expected and feel way more confident about my finances."
Sam
Media
Read the case study

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