FAQ

  • Yes. The DAD Plan is designed with dads in mind because they’re often underserved, but the tools and coaching help anyone who wants clarity, confidence, and control over their money.

  • They’re welcome but not required. Some people want to complete the foundations first, then bring their partner into a later session. Either way works.

  • Totally normal. You’ll learn simple ways to bring your partner in without pressure and get aligned around shared values, not spreadsheets.

  • Yes. You can start anytime. Your 12-week clock begins when you enroll.

  • Yes. You’re welcome to purchase additional 1:1 sessions at any point in the program, whether you’re in Solo Drive or Team Drive.

  • Yes. You can upgrade anytime. I’ll help you transition smoothly.

  • They’re pre-recorded so you can go at your own pace, but you’re encouraged to bring questions to office hours or schedule a 1:1.

  • All lessons are in your member area. Phases unlock one at a time, and each new phase brings its own set of lessons, tools, and downloads.

  • Plan for a few hours each week at most. Some modules are quick; others ask you to slow down and spend more time with your numbers. Don’t worry about keeping a perfect pace, it’s built so you can pause when needed and return without losing momentum.

  • You keep access for the full 12 weeks, plus a grace period afterward so you can review, download, or revisit anything you need.

  • Yes. You can split the program into three payments over the 12 weeks, which makes the investment easier to manage while you’re getting started.

  • Yes. All of the materials were created in Microsoft Word, PowerPoint, and Excel. Most documents are uploaded as PDFs for easy viewing, and the Excel tools are provided as editable files. If you ever want the original Word or PowerPoint versions to customize for your own use, just let me know — I’m happy to send them.

  • Absolutely. I’ll walk you through every tool step by step, and nothing requires advanced Excel skills. If you need extra help, you can always book a 1:1.

  • No. The whole point is to meet you where you are and build from there.

  • You’re not alone. Most people feel that way at first. This is a judgment-free program, and you’ll be met with respect and encouragement every step of the way.

  • Yes. Everything you share with me stays between us. Community participation is always optional.

  • No. Group spaces are for community and encouragement, not personal numbers. Anything sensitive can be discussed privately in a 1:1.

  • Yes. Many clients come in feeling stuck or overwhelmed. The program breaks everything down into simple steps you can actually follow.

  • Most budgeting plans focus on spreadsheets. This one addresses the things that actually create lasting change: your mindset, emotions, systems, habits, and relationships

  • No. This is coaching and education. I’m here to guide you, support you, and help you build clarity and confidence — not to replace a licensed professional.