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334<script src="https://widget.senja.io/widget/f7e8c0ad-d585-4c1b-90ea-0ddc4b056747/platform.js" type="text/javascript" async></script>
334 335<div class="senja-embed" data-id="f7e8c0ad-d585-4c1b-90ea-0ddc4b056747" data-mode="shadow" data-lazyload="false" style="display: block; width: 100%;"></div></div><h1 class="color_platinate text-weight-bold text-align-center">Our Services</h1><div class="div-block-58 hide"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/></div><p class="center-align">We give you the tools and coaching to achieve financial peace of mind.</p><div class="spacer-xsmall"></div><div class="w-layout-vflex flex-block-7"><div class="w-layout-grid service-grid is-duration"><div class="empty"></div><a plan-duration="yearly" id="w-node-f94d038b-0887-58a7-f285-a6366ea9c396-9c7d56c2" href="#" class="plan-duration is-active w-inline-block"><div>Yearly</div></a><a plan-duration="quarterly" href="#" class="plan-duration w-inline-block"><div>Quarterly</div></a><a plan-duration="monthly" href="#" class="plan-duration w-inline-block"><div>Monthly</div></a></div><div class="w-layout-grid service-grid is-price"><div class="plan-price-individual"><div>For Individuals</div></div><div plan-price-individual="yearly" class="plan-price-individual"><div><span class="plan-price">$120</span><span class="plan-per-month color_grey">/mo</span></div></div><div plan-price-individual="quarterly" class="plan-price-individual"><div><span class="plan-price">$140</span><span class="text-block-5 color_grey">/mo</span></div></div><div plan-price-individual="monthly" class="plan-price-individual"><div><span class="plan-price">$150</span><span class="text-block-5 color_grey">/mo</span></div></div></div><div class="w-layout-grid service-grid is-price"><div id="w-node-e5ed53b3-455f-84d0-a2e6-3bd2e9b42c79-9c7d56c2" class="plan-price-couple"><div>For Couples</div></div><div plan-price-couple="yearly" class="plan-price-couple"><div><span class="plan-price">$96</span><span class="plan-per-month color_green">/mo</span></div><div class="text-size-small text-color-black">per user</div></div><div plan-price-couple="quarterly" class="plan-price-couple"><div><span class="plan-price">$112</span><span class="text-block-5 color_green">/mo</span></div><div class="text-size-small text-color-black">per user</div></div><div plan-price-couple="monthly" class="plan-price-couple"><div><span class="plan-price">$120</span><span class="text-block-5 color_green">/mo</span></div><div class="text-size-small text-color-black">per user</div></div></div></div><div class="spacer-xsmall"></div><p class="center-align">Ready to feel good about your money?</p><a href="https://calendly.com/startdoingwell/intro" class="primary-cta-button w-button">Start Doing Well</a></div></div></div></section><section class="features-section"><div class="horizontal-padding"><div class="container-base"><div class="vertical-padding"><h2 class="color_platinate text-align-center text-weight-bold">Everything You'll Love About Doing Well</h2><div class="div-block-58 hide"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b0552f51291b6ece885bac_star.webp" loading="lazy" alt="" class="image-14"/></div><div class="w-layout-grid features-grid"><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f55527ad5d1f72f59b_Frame%20427323159.png" loading="lazy" alt="" class="image-18"/>
335<h3 class="feature-name">1:1 Live Coaching</h3></div><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f50ff3c503304a20f3_Frame%20427323159-1.png" loading="lazy" alt="" class="image-18"/><h3 class="feature-name">Monthly bookkeeping</h3></div><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f501567b1c504c8392_Frame%20427323159-2.png" loading="lazy" alt="" class="image-18"/><h3 class="feature-name">Spending management</h3></div><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f57436f86656b2e33c_Frame%20427323159-3.png" loading="lazy" alt="" class="image-18"/><h3 class="feature-name">Saving automation</h3></div><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f5ece1303bbd91b840_Frame%20427323159-4.png" loading="lazy" alt="" class="image-18"/><h3 class="feature-name">Debt repayment planning</h3></div><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f5ef0a93fd77359f72_Frame%20427323159-5.png" loading="lazy" alt="" class="image-18"/><h3 class="feature-name">Retirement planning</h3></div><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f5aec65f05707a2f38_Frame%20427323159-6.png" loading="lazy" alt="" class="image-18"/><h3 class="feature-name">Financial education</h3></div><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f58127327d93c82c13_Frame%20427323159-7.png" loading="lazy" alt="" class="image-18"/><h3 class="feature-name">Tax consultation</h3></div><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f58d038eda8c28d9d3_Frame%20427323159-8.png" loading="lazy" alt="" class="image-18"/><h3 class="feature-name">Insurance assessment</h3></div><div class="feature-card"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/6915d4f554ed1fed68727151_Frame%20427323159-9.png" loading="lazy" alt="" class="image-18"/><h3 class="feature-name">Estate/legal referrals</h3></div></div><div class="spacer-xsmall"></div><p class="center-align">Schedule a call to see how we can help with your financial wellness journey.</p><a href="https://calendly.com/startdoingwell/intro" class="primary-cta-button w-button">Start Doing Well</a></div></div></div></section><section class="customer-stories-section"><div class="horizontal-padding"><div class="container-base"><div class="vertical-padding"><h2 class="color_platinate text-align-center text-weight-bold">See how our clients are Doing Well</h2></div><div class="vertical-padding customized-fix"><div data-current="Case Studies" data-easing="ease" data-duration-in="300" data-duration-out="100" class="tabs-container w-tabs"><div class="tabs-wrapper w-tab-menu"><a data-w-tab="Testimonials" class="tab-menu-item w-inline-block w-tab-link"><h3 class="tab-menu-name">Testimonials</h3></a><a data-w-tab="Case Studies" class="tab-menu-item w-inline-block w-tab-link w--current"><h3 class="tab-menu-name">Case Studies</h3></a></div><div class="tabs-content w-tab-content"><div data-w-tab="Testimonials" class="w-tab-pane"><div class="hide w-dyn-list"><div role="list" class="customer-stories-collection w-dyn-items"><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9a1-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><div class="card"><div class="card-title-wrapper"><div class="case-study-text w-dyn-bind-empty"></div><div class="text_testimonial mobile">"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, Iâm 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!"</div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b4c504dc842dbd0dc7d980_Profile%20Pictures%20(1).avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Sarah</div><div class="text_body-sm-med grey mobile">Finance</div></div></div><a href="#" class="card_button-link w-inline-block w-condition-invisible"><div class="text_body-sm-med white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></a></div></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9a1-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><div class="card"><div class="card-title-wrapper"><div class="case-study-text w-dyn-bind-empty"></div><div class="text_testimonial mobile">"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. Iâm more confident and way less stressed about money. It's amazing how much peace of mind you get when you have a financial guide."</div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b4c466977edede6536ebec_Profile%20Pictures.avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Gail</div><div class="text_body-sm-med grey mobile">Real Estate</div></div></div><a href="#" class="card_button-link w-inline-block w-condition-invisible"><div class="text_body-sm-med white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></a></div></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9a1-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><div class="card"><div class="card-title-wrapper"><div class="case-study-text w-dyn-bind-empty"></div><div class="text_testimonial mobile">"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 Iâm running my money instead of it running me. Itâs amazing how much calmer I am with a plan in place, and Iâm grateful for the peace of mind it gives me."</div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b4b6497c219d89c8754e5f_Profile%20Pictures%20(1).avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Phillip</div><div class="text_body-sm-med grey mobile">Marketing</div></div></div><a href="#" class="card_button-link w-inline-block w-condition-invisible"><div class="text_body-sm-med white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></a></div></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9a1-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><div class="card"><div class="card-title-wrapper"><div class="case-study-text w-dyn-bind-empty"></div><div class="text_testimonial mobile">"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."</div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b7319e9e96c2e8026cf94a_Profile%20Pictures.avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Lesley</div><div class="text_body-sm-med grey mobile">Media</div></div></div><a href="#" class="card_button-link w-inline-block w-condition-invisible"><div class="text_body-sm-med white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></a></div></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9a1-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><div class="card"><div class="card-title-wrapper"><div class="case-study-text w-dyn-bind-empty"></div><div class="text_testimonial mobile">"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."</div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b736b3f45a1b42aade1a4f_Profile%20Pictures%20(2).avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Erika</div><div class="text_body-sm-med grey mobile">Beauty</div></div></div><a href="#" class="card_button-link w-inline-block w-condition-invisible"><div class="text_body-sm-med white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></a></div></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9a1-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><div class="card"><div class="card-title-wrapper"><div class="case-study-text w-dyn-bind-empty"></div><div class="text_testimonial mobile">"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."</div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b740fd2e3e75a37415fb22_Profile%20Pictures%20(3).avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Jessica and Michael</div><div class="text_body-sm-med grey mobile">Consulting and Media</div></div></div><a href="#" class="card_button-link w-inline-block w-condition-invisible"><div class="text_body-sm-med white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></a></div></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9a1-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><div class="card"><div class="card-title-wrapper"><div class="case-study-text w-dyn-bind-empty"></div><div class="text_testimonial mobile">"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 y
335ou for helping me gain invaluable insight into how I think about money and better ways to save it!"</div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b90b5f706977e899238223_Profile%20Pictures.avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Steven</div><div class="text_body-sm-med grey mobile">Technology</div></div></div><a href="#" class="card_button-link w-inline-block w-condition-invisible"><div class="text_body-sm-med white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></a></div></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9a1-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><div class="card"><div class="card-title-wrapper"><div class="case-study-text w-dyn-bind-empty"></div><div class="text_testimonial mobile">"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! Iâll update when my side hustle takes off!"</div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b90db88d08b3a008eee82d_Profile%20Pictures%20(1).avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Mackie</div><div class="text_body-sm-med grey mobile">Technology</div></div></div><a href="#" class="card_button-link w-inline-block w-condition-invisible"><div class="text_body-sm-med white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></a></div></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9a1-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><div class="card"><div class="card-title-wrapper"><div class="case-study-text w-dyn-bind-empty"></div><div class="text_testimonial mobile">"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. Theyâve even guided me through dealing with financial fees and international charges. Now, Iâm planning for bigger purchases and future trips without stressing out. Iâve saved more than I expected and feel way more confident about my finances."</div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b910808d08b3a008f1971b_Profile%20Pictures%20(2).avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Sam</div><div class="text_body-sm-med grey mobile">Media</div></div></div><a href="#" class="card_button-link w-inline-block w-condition-invisible"><div class="text_body-sm-med white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></a></div></div></div></div><div class="w-embed w-script">
335<script src="https://widget.senja.io/widget/cf11a76e-9d23-4001-9e2b-b0b74c712ff7/platform.js" type="text/javascript" async></script>
335 336<div class="senja-embed" data-id="cf11a76e-9d23-4001-9e2b-b0b74c712ff7" data-mode="shadow" data-lazyload="false" style="display: block; width: 100%;"></div></div></div><div data-w-tab="Case Studies" class="w-tab-pane w--tab-active"><div class="w-dyn-list"><div role="list" class="customer-stories-collection w-dyn-items"><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9b8-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><a href="/case-study/jessica-and-michael" class="card w-inline-block"><img loading="lazy" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68d7550e7f6b07ef5bf3397e_Couple%20Case%20Study%20-%20Jessica%20Michael.avif" alt="" sizes="100vw" srcset="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68d7550e7f6b07ef5bf3397e_Couple%20Case%20Study%20-%20Jessica%20Michael-p-500.avif 500w, https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68d7550e7f6b07ef5bf3397e_Couple%20Case%20Study%20-%20Jessica%20Michael-p-800.avif 800w, https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68d7550e7f6b07ef5bf3397e_Couple%20Case%20Study%20-%20Jessica%20Michael.avif 1920w"/><div class="card-title-wrapper"><h3 class="case-study-text heading">Mid-30s yo married couple fighting over money</h3><div class="text_testimonial w-dyn-bind-empty"></div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b740fd2e3e75a37415fb22_Profile%20Pictures%20(3).avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Jessica and Michael</div><div class="text_body-sm-med grey mobile">Consulting and Media</div></div></div><div class="card_button-link mobile"><div class="white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></div></a></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9b8-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><a href="/case-study/erika" class="card w-inline-block"><img loading="lazy" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68ddcb80cec0900d1d9b2464_Money%20Case%20Study%20-%20Erika.avif" alt="" sizes="100vw" srcset="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68ddcb80cec0900d1d9b2464_Money%20Case%20Study%20-%20Erika-p-500.avif 500w, https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68ddcb80cec0900d1d9b2464_Money%20Case%20Study%20-%20Erika-p-800.avif 800w, https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68ddcb80cec0900d1d9b2464_Money%20Case%20Study%20-%20Erika.avif 1920w"/><div class="card-title-wrapper"><h3 class="case-study-text heading">27 yo esthetician struggling with bad financial habits</h3><div class="text_testimonial w-dyn-bind-empty"></div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b736b3f45a1b42aade1a4f_Profile%20Pictures%20(2).avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Erika</div><div class="text_body-sm-med grey mobile">Beauty</div></div></div><div class="card_button-link mobile"><div class="white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></div></a></div><div id="w-node-fe0cd1c7-6cbf-39d0-c3fa-f70e21dfe9b8-9c7d56c2" role="listitem" class="collection-list w-dyn-item"><a href="/case-study/lesley" class="card w-inline-block"><img loading="lazy" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68ddd205a8adbdb0018f36e9_Money%20Case%20Study%20-%20Lesley.avif" alt="" sizes="100vw" srcset="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68ddd205a8adbdb0018f36e9_Money%20Case%20Study%20-%20Lesley-p-500.avif 500w, https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68ddd205a8adbdb0018f36e9_Money%20Case%20Study%20-%20Lesley-p-800.avif 800w, https://cdn.prod.website-files.com/64a39596ec74b78e83383617/68ddd205a8adbdb0018f36e9_Money%20Case%20Study%20-%20Lesley.avif 1920w"/><div class="card-title-wrapper"><h3 class="case-study-text heading">23 yo freelancer worrying about her inconsistent income</h3><div class="text_testimonial w-dyn-bind-empty"></div></div><div class="resource-contributor-wrapper"><div class="card_avatar-wrapper"><img width="48" height="48" alt="" src="https://cdn.prod.website-files.com/64a39596ec74b78e83383617/66b7319e9e96c2e8026cf94a_Profile%20Pictures.avif" loading="lazy" class="resource-card-contributor-avatar"/></div><div><div class="text_body-md-bold mobile">Lesley</div><div class="text_body-sm-med grey mobile">Media</div></div></div><div class="card_button-link mobile"><div class="white">Read the case study</div><div><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/669fbb5dacafd894352be98c_arrow-right-s-line.webp" loading="lazy"/></div></div></a></div></div></div></div></div></div></div><div class="vertical-padding customized-fix"><a href="/customer-stories" class="primary-cta-button w-inline-block"><div><strong>Read more customer stories</strong></div></a></div></div></div></section><section class="faqs-section"><div class="horizontal-padding"><div class="container-base"><div class="vertical-padding last-section-bottom-cut"><div class="div-block-434"><div class="w-layout-vflex flex-block-6"><h2 class="color_platinate"><strong>FAQs</strong></h2><p>Have more questions we didnât cover? Email us at  <a href="mailto:[email protected]" class="ul">[email protected]</a> or text us at <a href="tel:+14242528689" class="ul">(424) 252-8689</a>.</p><p class="text-size-small text-style-muted">
336By 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.</p></div><div class="faqs-collection-wrapper w-dyn-list"><div role="list" class="collection-list-3 w-dyn-items"><div role="listitem" class="collection-item-4 w-dyn-item"><div class="uui-faq01_accordion"><div data-w-id="cb8fc625-e610-4bde-ecdc-bc2d9887e7ee" class="uui-faq01_question"><h3 class="text_body-lg-semi">How does Doing Well ensure the security of my financial information?</h3><div class="uui-faq01_icon-wrapper"><div class="accordion-icon_component-2"><div class="accordion-icon_horizontal-line-2"></div><div class="accordion-icon_vertical-line-2"></div></div></div></div><div style="height:0px" class="uui-faq01_answer"><div class="c-card-content-divider faq"></div><div class="text_body-reg-reg w-richtext"><p>We take your privacy and data security seriously and only use tools that adhere to the latest security standards. Thatâs why we use <a href="https://www.monarchmoney.com/">Monarch</a>, a third-party software to store your personal finance information.</p></div><div class="small-space w-condition-invisible"></div><a href="#" class="primary-cta-button w-inline-block w-condition-invisible"><div class="w-dyn-bind-empty"></div></a><div class="medium-space"></div></div></div></div><div role="listitem" class="collection-item-4 w-dyn-item"><div class="uui-faq01_accordion"><div data-w-id="cb8fc625-e610-4bde-ecdc-bc2d9887e7ee" class="uui-faq01_question"><h3 class="text_body-lg-semi">What is your cancellation/no-show policy?</h3><div class="uui-faq01_icon-wrapper"><div class="accordion-icon_component-2"><div class="accordion-icon_horizontal-line-2"></div><div class="accordion-icon_vertical-line-2"></div></div></div></div><div style="height:0px" class="uui-faq01_answer"><div class="c-card-content-divider faq"></div><div class="text_body-reg-reg w-richtext"><p>For 1:1 coaching calls, please reschedule the email invite you get from Calendly <strong>within 24 hours</strong>.</p></div><div class="small-space w-condition-invisible"></div><a href="#" class="primary-cta-button w-inline-block w-condition-invisible"><div class="w-dyn-bind-empty"></div></a><div class="medium-space"></div></div></div></div><div role="listitem" class="collection-item-4 w-dyn-item"><div class="uui-faq01_accordion"><div data-w-id="cb8fc625-e610-4bde-ecdc-bc2d9887e7ee" class="uui-faq01_question"><h3 class="text_body-lg-semi">What is your privacy policy?</h3><div class="uui-faq01_icon-wrapper"><div class="accordion-icon_component-2"><div class="accordion-icon_horizontal-line-2"></div><div class="accordion-icon_vertical-line-2"></div></div></div></div><div style="height:0px" class="uui-faq01_answer"><div class="c-card-content-divider faq"></div><div class="text_body-reg-reg w-richtext"><p>All coaching calls, personal information, and financial data are 100% confidential and will not be shared by Doing Wellâunless you permit us to use your story to help other people going through similar situations in a case study/testimonial.</p></div><div class="small-space w-condition-invisible"></div><a href="#" class="primary-cta-button w-inline-block w-condition-invisible"><div class="w-dyn-bind-empty"></div></a><div class="medium-space"></div></div></div></div><div role="listitem" class="collection-item-4 w-dyn-item"><div class="uui-faq01_accordion"><div data-w-id="cb8fc625-e610-4bde-ecdc-bc2d9887e7ee" class="uui-faq01_question"><h3 class="text_body-lg-semi">How do I access the 1:1 coaching and where do I upload my financial documents?</h3><div class="uui-faq01_icon-wrapper"><div class="accordion-icon_component-2"><div class="accordion-icon_horizontal-line-2"></div><div class="accordion-icon_vertical-line-2"></div></div></div></div><div style="height:0px" class="uui-faq01_answer"><div class="c-card-content-divider faq"></div><div class="text_body-reg-reg w-richtext"><p>Donât worry. We help you through onboarding once you sign up and guide you through it. Weâll deliver the instructions to you via email.</p></div><div class="small-space w-condition-invisible"></div><a href="#" class="primary-cta-button w-inline-block w-condition-invisible"><div class="w-dyn-bind-empty"></div></a><div class="medium-space"></div></div></div></div><div role="listitem" class="collection-item-4 w-dyn-item"><div class="uui-faq01_accordion"><div data-w-id="cb8fc625-e610-4bde-ecdc-bc2d9887e7ee" class="uui-faq01_question"><h3 class="text_body-lg-semi">Can Doing Well provide investment advice?</h3><div class="uui-faq01_icon-wrapper"><div class="accordion-icon_component-2"><div class="accordion-icon_horizontal-line-2"></div><div class="accordion-icon_vertical-line-2"></div></div></div></div><div style="height:0px" class="uui-faq01_answer"><div class="c-card-content-divider faq"></div><div class="text_body-reg-reg w-richtext"><p>No. Doing Well does not provide investment advice. However, we are able to refer you to helpful resources regarding investing.</p></div><div class="small-space w-condition-invisible"></div><a href="#" class="primary-cta-button w-inline-block w-condition-invisible"><div class="w-dyn-bind-empty"></div></a><div class="medium-space"></div></div></div></div><div role="listitem" class="collection-item-4 w-dyn-item"><div class="uui-faq01_accordion"><div data-w-id="cb8fc625-e610-4bde-ecdc-bc2d9887e7ee" class="uui-faq01_question"><h3 class="text_body-lg-semi">How do I know Doing Well will work for me?</h3><div class="uui-faq01_icon-wrapper"><div class="accordion-icon_component-2"><div class="accordion-icon_horizontal-line-2"></div><div class="accordion-icon_vertical-line-2"></div></div></div></div><div style="height:0px" class="uui-faq01_answer"><div class="c-card-content-divider faq"></div><div class="text_body-reg-reg w-richtext"><p>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.</p></div><div class="small-space"></div><a href="https://calendly.com/startdoingwell/intro" target="_blank" class="primary-cta-button w-inline-block"><div>Let's talk!</div></a><div class="medium-space"></div></div></div></div></div></div></div></div></div></div></section><div class="dw_section_footer"><section class="footer-top"><div class="horizontal-padding"><div class="container-base"><div class="vertical-padding"><div id="w-node-_0c85e18a-4afa-27e5-27c5-4efe1e9f11cc-0b5df0a6" class="w-layout-layout footer-cell-wrapper wf-layout-layout"><div class="w-layout-cell footer-cell-alignment top"><h4 class="h4-bold purple mobile">Want extra support?</h4><div class="text-block-11"><span ms-code-emoji="https://em-content.zobj.net/source/apple/391/money-with-wings_1f4b8.png ">𸠠</span>Get your dose of financial encouragement delivered to your inbox.</div></div><div class="w-layout-cell newsletter-cta-arrow-cell"><img src="https://cdn.prod.website-files.com/649ebf846c74f80e5bb24686/66b3a1ffca8a3d882621f4a4_Newsletter%20CTA%20Arrow%20Left.svg" loading="lazy" alt="" class="newsletter-cta-arrow"/></div><div class="w-layout-cell footer-cell-alignment top"><h4 class="h4-bold purple mobile">Start here.</h4><div class="newsletter-embed w-embed w-iframe"><iframe src="https://embeds.beehiiv.com/50877c7b-86c1-4321-93e8-79c29a553ead?slim=true" data-test-id="beehiiv-embed" width="100%" height="52" frameborder="0" scrolling="no" style="margin: 0; border-radius: 0px !important; background-color: transparent;"></iframe></div></div></div></div></div></div></section><section data-w-id="43293754-13df-0b60-9c03-1f5d4b0e33bf" class="bottom-cta
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