What is Doing Well, and what’s our end goal?
At Doing Well, we’re aiming to be much more than just a financial planning service, a money management app, or a net worth tracker. We are your partner in transforming the way you manage, understand, and grow your finances.
Our end goal is simple: to give you the peace of mind that comes from not just having a sound financial plan but living it every day.
What makes us unique?
Traditional financial planning often begins with creating a well-intentioned plan on a spreadsheet that you don't end up touching for six months.
Even with automated tools and money management apps out there, it’s super easy to lose track of your finances when they’re completely on autopilot.
- Real, human support: That's where we step in. We offer you the human support you need to help you navigate your nuanced situation and reach your big financial goals.
- Personalized approach: Most financial services take a cookie-cutter approach to your finances, using basic algorithms that don't get the real picture of who you are or what you need.
We love automated intelligence (AI) as much as the next startup, but we also understand that it has its place — and we do not want them to replace humans with empathy. - What gets measured gets managed: We’ll dive deep into your finances each and every month to make sure every dollar has a name, and every goal has a plan.
We get that managing your money is about more than just numbers; it’s about your unique life story.
What Will You Get With Doing Well?
With Doing Well, you'll get empathy and nuance into your personal finance journey. We understand the stress and anxiety that money matters can evoke for you, especially in today's confusing and uncertain economy.
You'll receive:
👉 personalized financial advice tailored to your needs
👉 guidance revamping your budget, debt management, retirement planning, and ongoing bookkeeping
Think of it as a financial counseling session, empowering you through financial education to embark on a journey toward financial security and freedom.
What to expect from each call with your financial coach:
- Call 1️⃣: We'll dive into your unique financial story, gaining an understanding of where you're coming from, where you're at, and your future aspirations.
- Call 2️⃣: We'll categorize your spending and saving habits to gain insights into your financial patterns.
- Call 3️⃣: Building on the insights gathered from our previous conversations, we'll dig into the numbers and create a budget that is both realistic and aligned with building your financial health.
- Call 4️⃣: We'll bring everything together to craft your personalized financial game plan, optimize your accounts, and ensure your insurance coverage is dialed in.
What happens next after the first four calls?
- Recurring monthly calls: We'll touch base every month to ensure everything remains on track with your financial picture, adjusting based on your situation as needed.
- Consistent check-ins: Regular check-ins will be conducted to ensure everything is on track and that your financial plan aligns with your evolving needs and goals.
- Ongoing support: We’ll be providing you with continuous assistance with financial matters, including debt management, budgeting, and personalized financial advice.
By the end of this, you’ll have:
✅ A customized budget tailored to your unique financial state, accompanied by a supportive accountability partner to guide you through your financial journey.
✅ Streamlined financial statements every month, ensuring effortless money management.
✅ A meticulous bookkeeping service that tracks and tags all your transactions across various platforms like Venmo and PayPal, providing detailed reports ready for seamless handover to your chosen CPA.
✅ An insightful overview of your current credit score health and a comprehensive debt management plan to help you achieve financial stability.
✅ Access to a dedicated financial advisor who can connect you with legal resources when needed, such as estate planning or asset management.
✅ An optimized audit of your insurance aligned with your goals, ensuring you're not overpaying for unnecessary coverage.
✅ Guidance from a skilled financial professional to cultivate healthy spending and saving habits, promoting financial well-being.
✅ A well-structured financial plan that prioritizes essential savings like an emergency fund, investment plan, and retirement plan ensures your future is secure.
✅ Continuous financial education that empowers you to make informed decisions and become the best guardian of your financial situation.
It’s time to revitalize your finances and give them the real attention they deserve. At Doing Well, we're not just a financial planning service – we're your dedicated partner in transforming the way you manage, understand, and grow your finances.
With our personalized approach and empathetic guidance, we'll empower you to navigate the complexities of money management with confidence.
