You're not behind. You were just never taught.
The hardest part of investing isn't the math - it's admitting you don't know where to start. I'll sit with you and get your Roth IRA and crypto accounts opened and funded in about 45 minutes. Step by step, at your pace, without ever making you feel stupid for asking.
Free, takes 2 minutes, no credit card required.
No judgment, no jargon, no rush - ask me the same question twice
I've personally walked friends & family through their first Roth IRA and crypto accounts
Not a licensed advisor - no stock picks, just the process, done right
Why this feels different
Money was never explained to most of us.
In a lot of homes, money simply wasn't discussed. Investing definitely wasn't taught. So people grow up smart, capable, earning real money - and still carry a quiet shame that they don't know how any of this actually works.
I've sat with people who are brilliant at their jobs and still got emotional talking about feeling behind and ignorant. Not because they couldn't find a tutorial - the internet is drowning in tutorials - but because there was nowhere safe to admit they didn't know.
It isn't your fault. You're not alone. And you're almost certainly further ahead than you think.
That's the part most money content skips. It hands you a checklist and assumes the hard part is the steps. It isn't. The hard part is the story you're carrying about what not knowing says about you.
So we deal with that first. Then we open the accounts - together, at your pace, with as many questions as you need. Ask me the same one three times if it helps. That first step tends to change more than your balance sheet.
Start free. Go as deep as you need.
Most people don't need to jump straight to done-with-you setup. Start with the free check and move up when you're ready.
Readiness Check
Free
A 2-minute quiz that scores where you stand and gives you a personalized checklist.
Starter Guide
$3
The core checklist and mistake-avoidance basics.
Complete Guide
$27
Real screenshots, a full custodian comparison, and fillable worksheets.
Money Moves Membership
$4.99/mo
A practical finance newsletter every week or two, plus a dashboard to track contributions, crypto, and goals.
Roth + Crypto Guided Setup
$149
A guided setup call plus a 30-min follow-up, so you open and fund your accounts with a real human in your corner. Includes 3 months of the newsletter.
Roth + Crypto Jumpstart
$497
The full done-with-you setup - 1:1 call, personalized action plan, private community, 30 days of email support, and two follow-up calls.
Roth + Crypto Jumpstart
The full, done-with-you setup - the same process I've used with friends and family - plus the membership, both guides, and a community to keep you on track after we hang up.
- ✓45-min 1:1 setup call with me$150 value
- ✓Up to two 45-min follow-up support calls$200 value
- ✓30 days of email support after your call$97 value
- ✓Money Moves Membership for life - newsletter + dashboard$120 value
- ✓The Starter Guide + Complete Guide, included$30 value
- ✓Your personalized written action plan after the call$47 value
- ✓Private community access - Focused Finance members$97 value
Guarantee: if you don't have your accounts open and funded within 30 days of our call, I'll refund you. This is a guarantee on the process - the one thing fully in your control.
Not ready for the full Jumpstart?
Start with the piece that fits where you are right now.
Starter Guide
$3
The core checklist and mistake-avoidance basics - the fastest way to see if this is for you.
Get the starter guideComplete Guide
$27
Real screenshots of the account setup, a full custodian comparison, and fillable worksheets - no call, no membership, just the full playbook.
Get the complete guideRoth + Crypto Guided Setup
$149 founding
A guided setup call plus a 30-min follow-up - you open and fund your accounts with me in your corner. Includes 3 months of the newsletter. Regularly $179.
Get Guided Setup - $149Money Moves Membership
$4.99/mo
Practical money tips in your inbox every week or two - the moves I'd actually make. Plus the Money Moves dashboard to track your Roth contributions, crypto, and goals as you go.
Just want to talk it through?
Book a 45-minute call about anything personal finance - review the accounts you've already set up, get started with crypto the right way, or just ask the questions you've been sitting on. No judgment, no jargon.
Questions
Are you a licensed financial advisor?
No - and this isn't investment advice. It's guidance on account setup, contribution strategy, and avoiding common costly mistakes. You make every decision; I make sure you're not guessing.
What if I'm not ready for the full setup?
Start with the free Readiness Check, the $3 Starter Guide, or the $27 Complete Guide. Or if you want a real human in your corner without the full done-with-you commitment, the $149 Guided Setup gets you a setup call plus a 30-minute follow-up.
What's the guarantee?
If you don't have your accounts open and funded within 30 days of our call, I'll refund the Jumpstart. It's a guarantee on the process, not on investment returns - nobody can promise those.