Personal Finance for You Psychology + Money
Doing Well guides you to a healthier relationship with your finances through 1x1 coaching.
How can we help you?
Monthly Bookkeeping
Our monthly bookkeeping service will help you keep track of your finances the right way.
Spending Management
Master your spending with our expert analysis and strategic guidance.
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Saving Automation
Want to automate your savings and stay on track to achieve your financial objectives? Our coaches can help.
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Debt Repayment Planning
We’ll help you alleviate debt with a structured, realistic repayment plan.
Retirement Planning
Our coaches will formulate a secure and proven plan toward your retirement goals.
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Financial Education
Our team will improve your financial literacy so that you’re in control of your finances.
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Are your finances Doing Well?
How are you? No, really.😬
It’s easy to feel overwhelmed in this economy when you are...
- Trying to reach your goals
- Balancing your responsibilities
- Dealing with financial uncertainties and emergencies
Are you truly Doing Well?
Who can you trust?🤔
It’s easy to get information overload from the internet when you are...
- Scrolling through endless financial gurus on TikTok
- Reading posts on the r/personalfinance subreddit
- Trying to figure out Mint, Personal Capital, YNAB, etc
Who can give you personalized financial advice tailored to your past, present, and future?
How can we help?🫡
We genuinely care about your financial well-being so you can...
- Stop stressing about your bills
- Stop feeling behind for your age
- Stop living in fear of emergencies
Think of us as your money coach– always looking out for your best interests!
Why should you work with Doing Well?
So what’s the process?
Share your money story with us 💰
We want to learn about your feelings around money and how they have shaped your experiences, beliefs, and goals – feel free to spill the tea! Understanding your past and present will help us in supporting your future.
Connect your accounts 📂
We will guide you through collecting your financial info - bank accounts, loan statements, credit reports, insurance, and more! We will ensure that all necessary information is collected securely and thoroughly.
We organize your transactions 🏦
We analyze your income and categorize your expenses to understand your financial situation better. We will help you come up with a budget and give you clarity on where you stand today.
We create a tailored financial plan 🏗️
Once we have gathered your full financial picture, we will create a comprehensive plan to achieve your goals, taking into account everything we have learned about you and your unique journey.
We support you along the way 📆
We will coach you to your peak financial shape through 1x1 check-ins, monthly bookkeeping, expert guidance, and helpful resources. Our goal is to motivate you to stay focused and empower you to make informed decisions.
Does it work?
I knew I had to look at this stuff but kept putting it off. I've had challenges in the past but now, I have a plan and I'm confident of where I stand and my next steps. Thank you!
27, Female
New York City
Our finances has caused so many issues in my relationship with my hubsand... we can finally talk about it and get into the details. We really needed this!
32, Female
Los Angeles
She is awesome. Very good and very funny. I love the system. Organizing my stuff is such a hassle because my situation is so complicated. But I really like this.
33, Male
New York City
My coach is amazing! I have a lot of investment accounts, real estate and credit cards to keep track of - it was too much... She went over all of them with me and I finally feel like I got things under control.
46, Female
Los Angeles
I feel like a weight has been lifted my shoulders. Living in NYC is so expensive....I wasn't paying attention to what I was spending and it got away from me. Thank you so much!
34, Male
New York City
I used to do this myself in excel but honestly, I hadn't looked at my own spreadsheet in over year because I'm so busy and it's so manual. Now, everything is organized for me and I review all my finances monthly.
31, Male
Los Angeles
How much does it cost?
Our Offerings
- 1-on-1 Live Coaching
- Monthly Bookkeeping
- Spending Management
- Saving Automation
- Debt Repayment Planning
- Retirement Planning
- Financial Education
- Tax Consultation
- Insurance Assessment
- Estate/Legal Referrals
Select your plan
Free Consultation • Zero Obligations • 100% Confidential
Free Consultation • Zero Obligations • 100% Confidential
Our Offerings
- 1-on-1 Live Coaching
- Monthly Bookkeeping
- Spending Management
- Saving Automation
- Debt Repayment Planning
- Retirement Planning
- Financial Education
- Tax Consultation
- Insurance Assessment
- Estate/Legal Referrals
Select your plan
Free Consultation • Zero Obligations • 100% Confidential
Free Consultation • Zero Obligations • 100% Confidential
Free Consultation • Zero Obligations • 100% Confidential
FAQs
