How to Find a Trusted Financial Advisor for Your ADHD Business | S1 E12

Feeling overwhelmed managing your finances as an entrepreneur with ADHD? This episode breaks down how to create a financial plan, find trustworthy advisors, and align your money with your goals — all in a relatable, down-to-earth way. Remember, the objective is to find a trustworthy guide who matches your personality and financial goals—don’t settle for less. Your future self will thank you. Main Topics: • The psychological barriers entrepreneurs with ADHD face around money and success • How to recognize when it’s time for a financial plan • Questions to ask when choosing a financial advisor, including red flags • Why you should interview multiple advisors and seek fiduciary, fee-only professionals • The importance of transparency, trust, and compatibility in financial relationships • Practical steps for preparing for your first financial planning meeting • How small, consistent reviews and updates can keep your financial goals on track • The analogy of boats and vessels to conceptualize wealth and business assets • How to avoid scams and find boutique, trustworthy financial advisors Doing Business with ADHD is for the late-diagnosed, the self-diagnosed, and the "I've always been this way but nobody ever called it anything" crowd — business owners and founders who are finally starting to understand why the standard playbook never quite worked for them. Hosts Jake Brown and Caleb Bogia-Curles both have ADHD and both run businesses. Their conversations are honest, a little rambly, occasionally chase a squirrel or two — and somehow still land on real, practical advice about getting clients, getting paid, managing money, and building something sustainable. The rules weren't written for your brain. Let's change the rules. Meet the Hosts Jake Brown is a fractional revenue executive and business coach who works with business owners and founders on marketing, sales, and growth. He has ADHD. He runs a business. He's figured out a lot of this the hard way — and talks about it openly. Jake on LinkedIn: linkedin.com/in/airballoon Caleb Bogia-Curles is a Certified Financial Planner who works with ADHD entrepreneurs. He has ADHD. He runs a business. He built his entire practice around the gap between standard financial advice and the way ADHD brains actually work. Caleb on LinkedIn:   / %f0%9f%93%88caleb-bogia-curles-cfp%c2%ae-9...   Resources: https://www.focusedfounderswealthplan... https://airballoonadvisory.com/ https://airballoonadvisory.com/brainf...