Planning that starts with your life

Amanda Delmonico, RICP®, helps people use what they’ve built to live well—not just watch a number grow on a statement.

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You’ve done the work. Now you’re left with the questions.

You’ve saved. You’ve been responsible. You’ve built a strong foundation. But no one prepares you for the part that comes after.

You have questions that can be tough to ask out loud:

  • What does retirement actually look like?
  • How do I turn what I’ve saved into a paycheck?
  • Who do I ask about everything else?

Often it feels less like a math problem and more like standing at the edge of something you’ve never done before.

That’s where Amanda comes in.

That’s where things need to change.

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Meet Amanda

Amanda Delmonico, RICP®, is a financial planner with Max Your Dash Advisors, trained in the Money Quotient framework and takes a different approach to financial planning: one that starts with your life, not just your numbers.

Her work rests on a simple belief: money is a tool for building a life that feels like yours. Before she talks about recommendations, she helps you step back and answer the questions underneath the numbers, what you want, why it matters, and what your next chapter could actually look like.

How she gets there is deliberate. The first meetings are mostly questions, starting with the easy ones and moving toward the ones you may never have said out loud. She listens, then reflects it back, so the plan that takes shape is one you recognize as your own. Most people are surprised by how much they learn about themselves and about their partner along the way.

A more human approach to planning

Most financial planning focuses on performance, products, or projections. Amanda focuses on you.

Your values, priorities, and relationships
The transitions you’re navigating
The life you actually want to live
Through a deliberate, conversation-led process, she helps surface what usually goes unspoken, so your plan reflects what’s true for you and not just what sounds right on paper.

Why clients choose this approach

Because it leads to something different.

Before working together, people often feel:
  • Like they’re guessing about whether they’re on track
  • Disconnected from money they’ve spent decades building
  • Unsure who to even ask about what comes next
Afterward:
  • They can picture their next chapter in real detail
  • They understand the plan well enough to explain it themselves
  • They know what to do first, and why it matters
The difference is buy-in. A plan you helped build is one you’ll actually follow, which is the whole point.

Planning that goes beyond the numbers

Amanda works best with people who:
  • Are willing to show up, do a little homework, and think things through
  • Are facing a real transition: retirement, a windfall, a loss, a new chapter
  • Want a thinking partner, not just investment advice
  • Are ready to look at the whole picture, not only the portfolio

She intentionally avoids:

  • Rushing into recommendations
  • Overcomplicated budgeting systems
  • One-size-fits-all plans
  • Product-driven conversations

Instead, she creates space for real conversations—so your plan actually reflects your life.

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What this makes possible

When your life and finances are aligned:

You have a clear vision for your next chapter

Your plan reflects your real priorities

You can make decisions with confidence

You feel in control—
not overwhelmed

And you can focus more on living, not constantly worrying about money.

You don’t have to figure this out on your own

Start with a conversation and take the first step toward clarity.

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