We take your privacy and data security seriously and only use tools that adhere to the latest security standards. That’s why we use Monarch, a third-party software to store your personal finance information.

For 1:1 coaching calls, please reschedule the email invite you get from Calendly within 24 hours.

All coaching calls, personal information, and financial data are 100% confidential and will not be shared by Doing Well—unless you permit us to use your story to help other people going through similar situations in a case study/testimonial.

Don’t worry. We help you through onboarding once you sign up and guide you through it. We’ll deliver the instructions to you via email.

No. Doing Well does not provide investment advice. However, we are able to refer you to helpful resources regarding investing.

Our services are designed to assist people at various stages of their financial journey. Whether you're just starting to take control of your finances, stuck in a financial challenge, or planning to retire early, we have the expertise and resources to support you.