est. 2021 · updated oct 24moneymolz

build your dashboard with me.

a 60-minute working session where we build your personal finance dashboard together, using your real numbers.

what you get

one hour, your numbers, no generic advice.

what you'll walk away with

a dashboard like this, built around your numbers.

sample data

peek at my dashboard

one dashboard, four check-ins. each one answers a different question.

todayevery morning

what needs me today?

due in the next 7 days

  • renters insurancefri$14
  • phonesat$45
  • gymmon$89

worth knowing: hobbies is $43 over a typical week, with 3 days left.

weeksundays

where did this week go?

  • nomz$92 / $110
  • living$64 / $80
  • hobbies$118 / $75
  • transportation$21 / $24

the tick is a typical week. $295 so far vs a typical $289.

monththe 1st

what moved my net worth?

+$3,180in october

i put in
$2,410
the market
+$770
needs vs wants62% / 38%
goalsanytime

am i on track?

180k goal$148,200 of $180,000

what would it take

needed / month
$2,271
actually adding
$2,540

on track for dec 2027. at this pace it lands in about 13 months. last 3 months, market included.

sample data from a demo dashboard.

how it works

  1. 1. book and pay

    $75 through the booking link. prefer paypal? just ask.

  2. 2. fill the prep form

    ranges are fine. never share logins or account numbers.

  3. 3. meet for 60 minutes

    we build your version live. you leave with a blueprint.

the honest bit

this isn't licensed financial advice. it's me showing you the exact system i use, rebuilt around your numbers. everything you share stays between us.

book your session · $75
60 min · $75book your session