Wealth CoPlannerTurn financial uncertainty into an intentional next step. Build a plan around your goals—and the time, energy, and money you have to get there.
A clearer perspective. No subscription fee.
Steven brings experience in wealth management, financial planning, credit analysis, and business consulting to a simple purpose: helping you understand your options and take informed action.
His experience includes client service and financial-plan implementation at Morgan Stanley, financial planning at Equitable Advisors, consulting at EY and Sia Partners, and credit analysis at S&P. He earned a B.A. in Mathematics from Ithaca College, with specializations in finance and economics.
Today, that analytical foundation meets practical coaching—connecting your financial goals to the realities of your everyday life.
Prior professional experience; no employer affiliation or endorsement implied.
Explore individual services below, or choose up to two as the focus of our $400 three-month coaching package.
$300 / quarterly
Build a budget that fits your life and manage day-to-day transactions with greater clarity.
Review cash flow, organize spending, set realistic priorities, and build repeatable money-management habits.
Apply with this focus$300 / quarterly
Operate, scale, or launch your own business with a clearer financial plan.
Shape an offer, evaluate costs and profitability, structure responsibilities, and plan how to bring your business to market.
Apply with this focus$300 / one-time
Establish your goals, understand where you stand, and identify your next steps.
Bring your financial picture together, assess the gap between today and your goals, and leave with recommendations for what to prioritize next.
Apply with this focus$500 / one-time
Learn the foundations for building your own investment portfolio.
Understand diversification, risk, investment types, and portfolio construction so you can make more informed decisions. Education—not guaranteed returns or discretionary investment management.
Apply with this focusFirst we analyze income efficiency to maximize your greatest resource, which is time. Every strategy is reviewed through three lenses: time spent, energy exerted, and money required.
The goal is not simply to do more. It is to choose an approach whose demands fit the life you want to build.
Illustrative resource profiles, not measured results or promises. Your strategy may balance these resources differently.
Current State Analysis & Goal Setting. Review your income, expenses, resources, and priorities. Define what progress should look like.
Strategy presentation. Compare low-, medium-, and high-risk approaches, including the time and energy each requires. Choose the strategy you are comfortable pursuing.
Implementation. Our team works with you to implement your chosen strategy and provides tools to monitor progress in real time.
Tell us where you are and where you want to go. We’ll review your application and contact you about the next step.
Choose up to two services as your primary focus. A three-month coaching package built around your priorities.
$400 total—not a monthly price. Applying does not charge you or confirm a booking.