Financial Map Session

One session. A clear picture. A plan forward.

Are You A Couple Trying To Get On The Same Page With Money But…

  • You feel like you are having the same money conversations on repeat 🤯

  • You are not saving as much as you would like 💸

  • You worry about making the wrong move with money, so nothing changes 🙈

And you’re ready to make a change:

  • You want to buy a house, save for kids, or feel secure about retirement, but are not sure where to start 🏡 🏖

  • You want a guide who can make things simple and calm, not someone talking down to you in finance jargon 😑

  • You feel like money is always coming in and going out, but you are not sure where it is all going 💨

  • You know you should be building savings, but it never seems to stick 🏦

In This Free 60 Minute Session, You Will Get Clear On…

  • Where you are at right now with your finances

  • Your path towards achieving your short term and long term goals

  • The biggest opportunities to move forward together with less stress

(I also work with individuals. If that is you, you are welcome too.)

Before We Meet

  • This is a working session, not just quick tips. You will leave with clarity and a plan.

  • Please book a time when you can join from a quiet space.

  • If you are not ready to make real changes yet, it is probably not the best fit.

Financial Map Session

One session. A clear picture. A plan forward.

You’ll walk away with your personalized Financial Map: a one-page plan that highlights your net worth, income, and spending, plus the 3–4 most important priorities to focus on right now. You’ll leave with clarity, confidence, and next steps you can actually follow, not just more “things to think about.”

This is ideal for you if:

  • You feel scattered with multiple accounts and no clear system

  • You and your partner want to stop arguing and start working together on money

  • You’re curious about coaching but want to start with a focused, one-time session

Questions? I love questions! You can email me at dylan@dylanteachesfinance.com

Hear What Happens When People Reach Out

  • When my tried-and-true strategy of “ignoring my finances until they become so dire that I have no options left to me but aimless panic” began to falter, Dylan not only helped right the ship, he worked with me to establish a more competent, mature mindset about financial health moving forward. I’d recommend him to anyone struggling with budgeting or saving or any anxieties thereabout.

    Robert Funke, co-creator of Showtime’s On Becoming a God in Central Florida

  • “Working with Dylan transformed our lives! We were living beyond our means, wracking up unnecessary debt and wondering why we were living paycheck to paycheck, despite earning good money. In just under a year we are now living within a comfortable but realistic monthly budget and we’ve been able to save an abundant emergency fund ”

    Rachel & Joe Fulginiti

  • I was holding on to a big pile of shame when we began working together but Dylan instantly disarmed it and helped me gently deconstruct my unhelpful and unhealthy stories about money that were embedded from childhood. The work we did together helped me and my family drastically reduce our debt and save for a home.

    Podge Thomas, Management and Leadership Coach

  • Before Dylan, we didn't really know how to prioritize spending goals and what that would look like. He helped us create a system that worked and now we have a clear sense of what we have, where it is and what it's going to be used for. He also got us in the habit of checking our spending and that was sobering. We had no idea how much we had been spending on Postmates... yikes!

    Amanda Sitko, TV Writer