Our Services

We give you the tools and coaching to achieve financial peace of mind.

Yearly
Quarterly
Monthly
For Individuals
$120/mo
$130/mo
$150/mo
For Couples
$96/mo
per user
$104/mo
per user
$120/mo
per user

Ready to feel good about your money?

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Everything You'll Love About Doing Well

1:1 Live Coaching

Monthly bookkeeping

Spending management

Saving automation

Debt repayment planning

Retirement planning

Financial education

Tax consultation

Insurance assessment

Estate/legal referrals

Schedule a call to see how we can help with your financial wellness journey.

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See how our clients are Doing Well

Testimonials

Case Studies

"I was always too busy to deal with my money and just kept putting it off. I had no idea where it was going or how to make it work for me. Then I signed up for Doing Well, and they showed me how to track my spending and manage my budget. Now that my finances are in check, I’m more confident about going after bigger goals, like saving for a house or starting a business. It's crazy how much more confident I feel now that my money's under control!"
Sarah
Finance
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"My family and I used to always fight about money. Keeping up with personal, business, and emergency expenses was a problem, and it always gave me headaches. It was a tough spot to be in. But when I finally got some help from Doing Well, it really changed things for us. I was able to feel more in control of my finances. I’m more confident and way less stressed about money. It's amazing how much peace of mind you get when you have a financial guide."
Gail
Real Estate
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"Managing my business finances used to be a nightmare. I was always stressed with all the paperwork and numbers and knew I needed help. Luckily, I found Doing Well. They took the time to understand my situation and put together a plan that worked for me. Now, I finally feel like I’m running my money instead of it running me. It’s amazing how much calmer I am with a plan in place, and I’m grateful for the peace of mind it gives me."
Phillip
Marketing
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"Managing my finances was always hard as a freelancer. My income was all over the place, and it was hard to keep track of things until I signed up for Doing Well. They understood my unpredictable earnings and helped me set up a plan that fits my needs. With their help, I learned to save for taxes and manage my money better daily. Now I feel more in control and confident about my finances."
Lesley
Media
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"I used to be super stressed about money, always wondering if I was making the right decisions. But ever since I started with Doing Well, I feel way more confident. They helped me figure out where my money was going, set goals, and pay attention to my finances. I used to have my own business, so making money wasn't the issue, but managing it was a whole other story. Now, I'm getting closer to my money goals, and I can finally breathe."
Erika
Beauty
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"We used to worry about money all the time, especially when Jessica decided to switch careers. It was a bit of a rollercoaster, to be honest. But then we started working with Doing Well, and it made all the difference. They helped us map out a financial plan, and now we're actually working towards buying our dream house! Their help has been incredible, and it brought us closer together as a couple."
Jessica and Michael
Consulting and Media
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"I thought I was doing okay financially, but I knew there was always room to improve. I gave Doing Well a shot after some research, and wow, I never truly understood how much I was overspending every month. After using Doing Well for the past couple of months, I have found clarity as to why I spend the way I do and that I could put more money aside for long-term compounded savings. Thank you for helping me gain invaluable insight into how I think about money and better ways to save it!"
Steven
Technology
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"A friend recommended Doing Well after I found budgeting apps like Mint too simplistic. When Mint shut down, I knew it was time to pivot, so I signed up for their annual membership. With DW's no-nonsense approach, I've streamlined my finances and can focus on growing my business alongside my 9-5. My advisor crafted a financial plan tailored to my goals, and their insights have been invaluable. Plus, I love talking to a real person on Zoom for advice. Five stars! I’ll update when my side hustle takes off!"
Mackie
Technology
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"Managing my money used to be a hassle, especially with my crazy schedule and all the traveling I do. But Doing Well has turned things around for me. They've helped me stick to my budget, plan for expenses, and keep my credit cards and subscriptions in check. They’ve even guided me through dealing with financial fees and international charges. Now, I’m planning for bigger purchases and future trips without stressing out. I’ve saved more than I expected and feel way more confident about my finances."
Sam
Media
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Read more customer stories

FAQs

Have more questions we didn’t cover? Email us at  team@doingwell.io or text us at (424) 252-8689.

By texting into this number, you are agreeing to receive SMS messages from Doing Well. Message frequency may vary and Msg&Data rates may apply. Reply STOP to unsubscribe.

How does Doing Well ensure the security of my financial information?

We take your privacy and data security seriously and only use tools that adhere to the latest security standards. That’s why we use Monarch, a third-party software to store your personal finance information.

What is your cancellation/no-show policy?

For 1:1 coaching calls, please reschedule the email invite you get from Calendly within 24 hours.

What is your privacy policy?

All coaching calls, personal information, and financial data are 100% confidential and will not be shared by Doing Well—unless you permit us to use your story to help other people going through similar situations in a case study/testimonial.

How do I access the 1:1 coaching and where do I upload my financial documents?

Don’t worry. We help you through onboarding once you sign up and guide you through it. We’ll deliver the instructions to you via email.

Can Doing Well provide investment advice?

No. Doing Well does not provide investment advice. However, we are able to refer you to helpful resources regarding investing.

How do I know Doing Well will work for me?

Our services are designed to assist people at various stages of their financial journey. Whether you're just starting to take control of your finances, stuck in a financial challenge, or planning to retire early, we have the expertise and resources to support you.

Let's talk!

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