Take control of your finances.
Start saving and stop stressing.
I help people like you take control of their finances.
Here’s what my clients are saying:
I started working with Dylan because I wanted to understand my money.
He demystified it for me. Gave me a sense of control and autonomy. He respectfully showed me the ropes, held me accountable, and was always patient. Not only did he save me thousands of dollars, he helped me organize my spending to live a happier, less stressful life. Pretty cool, right?! I recommend him all the time. Regardless of where you are with your money goals, Dylan’s personalized help is invaluable. I really believe that.
Milana Vayntrub
Actor, writer, AT&T spokesperson "Lily”
Dylan coached me through unemployment and I’m now financially thriving. With his guidance, I’ve learned personal finance literacy, I’ve overcome budgeting shame and I’ve even begun investing!
Jana Schmieding
Actor and writer, Rutherford Falls
With Dylan we were relieved to work with a coach who understood the complexities of creative work. Together we built simple financial habits that allowed us to pay down our debt and automate our savings.
Doree Shafrir
Author and podcast co-host of Forever35
I’m Dylan, and I love helping folks feel comfortable with money.
Since 2017 I’ve helped people build the financial systems they need to thrive. I believe that everyone can have a healthy relationship with money.
You're may be here because you're ready to take the next big step in life. You're in a career that you've built over years and it pays well, but now you’re making bigger decisions and you’re not sure where to start.
First house: How much can you afford?
Start a family: How much do kids cost?
Retire before 65...or 55: What does retirement even mean?
Vacation in Tokyo: Oh wow. Can I do this every year?
We can answer those questions together.
Let’s have a virtual coffee conversation.
In our 30 minutes together, we’ll discuss:
Real actions you can take right now to improve your finances.
Answer the money questions that are frustrating you.
A detailed roadmap of our work together that leads to you having a healthy relationship with money.
This meeting is relaxed, collaborative and free.
How we can work together
Let’s help you take control of your financial life. We’ll create a personalized system tailored to your needs and lifestyle.
The Money Reset Session:
Get Answers, A Plan & Confidence
A focused, high-impact coaching experience to tackle one key financial issue—fast.
You have a big financial question that’s weighing on you. Maybe you’re wondering:
💭 How do I start saving money?
💭 How do I handle an inheritance or family money situation?
💭 Should I pay off debt or save more?
💭 Am I making the right career moves?
You need a clear plan and the confidence to execute it. That’s exactly what these two sessions deliver.
What You Get
📋 Before We Begin: Intake Questionnaire
A guided assessment of your current financial situation so we hit the ground running.
Helps you clarify your financial challenge before the first session.
🔹 Session 1: Deep Dive & Strategy
Pinpoint your biggest financial challenge and what’s holding you back.
🔹 Session 2: Follow-Through & Accountability
Review progress, troubleshoot any obstacles, and refine the plan.
Who This Is For
✔️ You have a singular financial issue you want to solve with expert guidance.
✔️ You’re financially stable but struggle with execution—you need help making decisions and following through.
✔️ You have overdue financial tasks—like setting up life insurance, organizing family finances, or handling an inheritance.
✔️ You want a professional second opinion before making a big financial move.
If you realize you need more support, you can always transition into a longer coaching program that fits your needs.
Pricing
Individuals: $1,015 for two one hour sessions
Couples: $1,258 for two one hour sessions
Get Clarity & Confidence in Just Two Sessions
Whether it’s buying a home, handling a major financial decision, or finally tackling overdue tasks, this program will help you move forward with confidence.
The 3-Month Financial Makeover:
Gain Clarity & Control Over Your Money
You need structure and a roadmap to manage your money better. Right now, your finances feel scattered, and you want a system that makes it easier to save, pay off debt, and plan for the future.
Without a clear plan, it’s easy to overspend, struggle with savings, or feel unsure about financial decisions. This program helps you:
✅ Eliminate unnecessary expenses and spending leaks
✅ Build better financial habits that actually stick
✅ Set up automated systems so you can stop stressing about money
✅ Finally make real progress toward financial freedom
What You’ll Get
✔ Comprehensive Financial Assessment – Understand where your money is going
✔ Biweekly Coaching Sessions – 1:1 support every two weeks
✔ Personalized Budget & Cash Flow Plan – Designed to fit your lifestyle
✔ Debt Repayment Strategy – A clear plan tailored to your situation
✔ Accountability Check-Ins – Stay on track with expert guidance
✔ Savings & Investment Plan – Grow your money with a customized approach
This program is for you if:
✔ You make decent money but don’t feel in control of it
✔ You want to start saving more but don’t know how to make it happen
✔ You need a better system for budgeting, paying off debt, and managing cash flow
📂 Meeting Summaries & Full Recordings
You’ll receive detailed notes and full session recordings, so you can revisit the conversation anytime.
How It Works
📌 Step 1: Financial Deep Dive – We assess your finances, track your spending, and find quick wins.
📌 Step 2: Building Your System – We create a custom plan for budgeting, saving, and debt repayment.
📌 Step 3: Automating & Refining – We set up financial automations and troubleshoot challenges.
📅 Six one hour sessions sessions over three months.
Pricing:
Individuals - $2,550
or $850/month for 3 months
Couples - $3,150
or $1,050/month for 3 months
Take control of your finances today!
Six-Month Financial Transformation
(Most Popular Program)
A coaching program designed to help you break financial stress cycles, build lasting habits, and create a financial system that actually works for you.
You’ve tried to budget, save, and plan—but nothing seems to stick, and saving money every month feels impossible.
You start strong, but eventually, life gets in the way. Unexpected expenses pop up, motivation fades, and you end up right back where you started—spending too much and saving too little.
The longer this continues, the harder it becomes to reach your financial goals. This program is designed to rewire how you manage money so you stop feeling stuck and start saving hundreds, if not thousands, every month—not just for a few weeks, but for life.
By the end of this program, you will:
✅ Develop strong financial habits that continue even after coaching ends.
✅ Stop money from slipping through the cracks—redirect spending toward what actually matters.
✅ Forecast your future spending and automate savings so you build financial security effortlessly.
✅ Organize bills and payments in a way that eliminates the monthly stress of managing them.
✅ Gain confidence in making big financial decisions—whether it’s buying a home, planning for a career move, or setting up long-term security.
What’s Included?
This program builds on everything in the Three-Month Financial Foundations program, giving you additional tools, guidance, and structure to ensure long-term success.
💡 Accountability & Support – Regular check-ins keep you on track, even when motivation dips.
💡 Spending Evaluation & Money Flow Strategy – Learn where your money is actually going and how to realign it with what matters.
💡 Credit Evaluation & Determination – Get a clear picture of your credit health and next steps.
💡 A Detailed Plan to Sustain Your Success Beyond the Program – A roadmap to ensure long-term financial security.
Bonus Features & Priority Scheduling
🔹 Priority Scheduling – Get first access to coaching slots that fit your schedule. (This means your sessions are booked before new clients, giving you the best available times.)
🔹 One-Time “Break Glass in Case of Emergency” Call – A free, 30-minute session you can use anytime for extra support.
📆 How the Program Works
The six-month structure is designed to help you rebuild your financial habits step by step:
Months 1-2: Foundations & Habit Building
Identify where your money is going and cut out spending on things you don’t love.
Automate savings and organize bills to eliminate financial stress.
Months 3-4: Optimization & Strategy
Fine-tune financial habits and create a spending plan that actually works.
Prepare for life changes and unexpected expenses without financial setbacks.
Months 5-6: Long-Term Security & Confidence
Set up a simple system for stress-free money conversations (for individuals & couples).
Build a long-term financial roadmap to keep saving and growing wealth.
Meet twice a month for the first three months, then once a month for the following three months.
Who Is This For?
✔️ You’ve struggled with budgeting or saving in the past and need a structured plan.
✔️ You want to feel in control of your finances instead of constantly worrying about money.
✔️ You and your partner want to build a shared system for managing money together.
✔️ You’re a couple looking for a proven way to have stress-free money conversations.
✔️ You want to build financial habits that actually stick for the long run.
📂 Meeting Summaries & Full Recordings
You’ll receive detailed notes and full session recordings, so you can revisit the conversation anytime.
Pricing & Discount
Individual Coaching
Full Price: $3,825
With 5% Discount: $3,637 (You save $188)
Or $606/month for 6 months
Couples Coaching
Full Price: $4,725
With 5% Discount: $4,489 (You save $236)
Or $748/month for 6 months
Ready to take control of your finances for the long term?
Couples Coaching: Managing Money Together Without Stress
Money is one of the top stressors in relationships, but it doesn’t have to be. My couples coaching programs are designed to help partners work as a team, without arguments or resentment.
💬 Proven Communication Systems – A structured framework to make money conversations easy and productive.
📅 Monthly Money Meetings – A simple, guided process to check in on finances without stress or overwhelm.
📊 Joint & Individual Financial Planning – Create a system that balances shared expenses while maintaining financial independence.
Whether you’re merging finances, keeping them separate, or somewhere in between, I’ll help you build a system that works for both of you.
The Complete Financial Reset: Get Organized, Save More, and Finally Feel in Control
A nine-month coaching program designed to finally check off your financial and life to-dos—so you can stop feeling behind and start feeling in control.
You have financial goals—but life keeps getting in the way.
You know you should be building savings, organizing your finances, and tackling important life tasks. But between work, family, and everything else, things like setting up life insurance, updating wills, or creating a real savings plan never seem to happen.
This program is a complete financial reset. We’ll not only build your savings and financial security, but we’ll go through my “Get It Done” list—checking off everything from organizing accounts to setting up the right professionals to help with estate planning, taxes, and insurance.
By the end of nine months, you’ll have a fully functioning financial system and all those overdue tasks finally complete.
What’s Included?
This program builds on everything in the Six-Month Long-Term Transformation, plus deeper financial planning and long-term financial organization.
💡 Full Financial Roadmap & Accountability – We tackle everything on your financial to-do list with structured support.
💡 Coordination for Estate Planning, Taxes & Insurance – Get connected with the right professionals to set up wills, trusts, life insurance, and tax planning.
💡 Savings & Goal Planning – Identify the financial goals that matter and create a plan to reach them.
💡 Debt & Credit Strategy – Review and optimize credit, debt repayment, and financial protections.
💡 Customized Financial Tools & Templates – Resources tailored to track progress and keep you on course.
By the end of this program, you will:
✅ Have a structured financial system that makes saving and managing money effortless.
✅ Get overdue financial tasks done, from life insurance to family financial planning.
✅ Maximize your savings and organize your finances so nothing gets overlooked.
✅ Eliminate money stress by automating bills, taxes, and major financial responsibilities.
✅ Feel fully in control of your finances with a roadmap for the future.
Bonus Features
🔹 One-Time “Break Glass in Case of Emergency” Call – A free, 60-minute session you can use anytime.
🔹 Priority Scheduling – Get first access to coaching slots that fit your schedule.
🔹 My “Get It Done” List – A structured checklist to track and complete overdue financial and life tasks.
Who Is This For?
✔️ You have a long list of financial and life tasks that never seem to get done.
✔️ You want to build savings while also setting up key financial protections, like insurance or estate planning.
✔️ You need structured accountability to finally check off major financial to-dos.
✔️ You’re managing family finances, planning for kids, or navigating big financial transitions.
✔️ You want a long-term financial roadmap that gives you clarity, security, and confidence.
How the Program Works
📆 Months 1-3: Foundations & Habit Building
Streamline your finances, automate savings, and eliminate financial stress.
Assess and organize major financial responsibilities, from bills to budgeting to financial goals.
📆 Months 4-6: Expanding Savings & Long-Term Planning
Build a clear savings plan to fund upcoming life goals.
Fine-tune long-term financial systems for ongoing security.
📆 Months 7-9: Big-Picture Planning & Getting It Done
Coordinate estate planning, tax prep, and insurance setup with the right professionals.
Review long-term financial security, including savings, investments, and debt strategy.
📅 Meet twice a month for the first three months, then once a month for the remaining six months.
Pricing & Discount
Individual Coaching
Full Price: $5,100
With 10% Discount: $4,587 (You save $513)
Or $510/month for 9 months
Couples Coaching
Full Price: $6,300
With 10% Discount: $5,668 (You save $632)
Or $630/month for 9 months
The savings and the monthly price are nearly the same—it’s like getting a free month!
This is the program that gets everything done.
No more procrastinating. No more financial to-do list hanging over your head.
FAQ: Everything You Need to Know
Will this actually work for me?
Yes—if you’re ready to commit. My coaching isn’t about giving you generic advice; it’s about creating a system that fits your life. If you follow the plan, you will see results.
What if I get busy and don’t follow through?
Life happens! That’s why my programs include accountability and check-ins—so even when motivation dips, you stay on track.
What happens if I want more coaching after my program ends?
You can sign up for additional months at a discounted price after we complete our initial program. Many clients continue working with me to refine and expand their financial plans.
What if my partner and I have completely different money habits?
That’s exactly why couples coaching exists! I’ll help you find a system that respects both your values while working toward shared goals.
I make good money, but I still feel broke. Will this help?
Absolutely. Many of my clients earn six figures but struggle with overspending, savings, and financial planning. We’ll fix that.
Do I have to be great with numbers to do this?
Nope! My coaching is about making money simple and stress-free, no matter your math skills.
What happens if I stay stuck and don’t take action?
Money stress doesn’t go away on its own. Without a plan, months (or years) can go by without real progress. The longer you wait, the harder it becomes to change. Taking action now means less stress, more security, and the ability to build a financial future you feel good about.
Still have questions?
Let’s talk. Book a free consultation, and we’ll figure out the best next step for you.
Which Program Is Right for You?
Choosing the right financial coaching program depends on where you are and how much support you need. Here's a quick guide:
🔹 If you have ONE big financial question:
Choose The Big Question Money Intensive. You need quick, expert guidance on a single issue.
🔹 If your finances feel scattered and you need structure:
Choose The 3-Month Financial Makeover. You want a system for budgeting, saving, and eliminating money stress.
🔹 If you struggle with consistency and long-term financial habits:
Choose The 6-Month Long-Term Financial Transformation. You need ongoing accountability to stick with new money habits.
🔹 If you have a long list of overdue financial tasks and want full financial organization:
Choose The 9-Month Complete Financial Reset. This is for you if you’re ready to organize everything—savings, estate planning, insurance, and financial security.
Money can often make us feel very.
Managing your money is a goal but you shutdown because you don’t know where to start.
You’re stable month to month but are lacking a system that allows you to save money or understand where it all goes.
You have shame about asking for help because you think everyone knows about money but you.
You’re earn enough to life well but the thought of paying attention to your money feel depressing.
You and your partner think about money differently and it’s getting in the way of your relationship.
You deserve to clear the air and build a wonderful money life.
You can take the jump and start your own business or pursue a new career without worrying about money. You'll have the financial stability to take risks and pursue your dreams.
You have a system with your finances so you understand where all your money goes, and you feel great about it.
You and your partner worked as a team with money. You have transparency and equity around your finances, and could discuss money without any awkwardness or discomfort.
Tomorrow you could start saving intentionally to buy a home or start a family.
Every month you are saving money for retirement, vacations, or just a new wardrobe.
You could give back to your community or support causes that you care about.
That frustrating unexpected expenses is covered because you know emergencies always happen and save for them.