Clarify Your Financial Priorities and Next Steps
If you’re facing a financial question or decision and aren’t sure what matters most or what to do next, this comprehensive financial coaching engagement is designed to help you step back, understand how the pieces fit together, and leave with greater clarity on the priorities, tradeoffs, and next steps that fit your situation. It includes preparation beforehand, a 60-minute one-on-one session, and a written follow-up afterward. Before we meet, you’ll complete an intake form covering your questions, goals, and financial picture. I’ll review it in advance so I can understand your situation and prepare thoughtfully. During the session, we’ll work through the financial questions and decisions that matter most. We may organize the key pieces of your financial picture, clarify tradeoffs among competing priorities, and identify practical next steps that fit your situation. After the session, you’ll receive a written follow-up with key takeaways, priorities, and specific action items, along with relevant worksheets or materials when helpful.
What's included
I take a practical, individualized approach. I review your situation in advance, use the live session to work through the questions and tradeoffs that matter most, and follow up afterward in writing with clear priorities and practical next steps you understand and can act on.
- A clearer understanding of your financial picture, priorities, and tradeoffs
- Practical next steps tailored to your situation
- A written follow-up with key takeaways, priorities, and specific action items
Meet your expert
David N.
Helping You Make Clearer Financial Decisions and Know What to Do Next
If you’re facing a financial question or decision and aren’t sure what matters most or what to do next, that’s exactly the kind of situation I help with. Sound financial principles matter. But applying them well often requires more than knowing the rule of thumb. A good decision may depend on your goals, time horizon, liquidity needs, risk, competing priorities, and what the money ultimately needs to support. My role is to help you understand how those pieces fit together, identify the tradeoffs that actually matter, decide what to prioritize, and apply sound financial principles to the realities of your situation. I’ve seen that in my own decisions too. I once chose a lower-tax place to live because it looked better financially, then realized it wasn’t the better overall fit once I weighed the full picture. The lesson wasn’t that the numbers didn’t matter. They did. It was that they were one part of a larger decision. Before launching my coaching practice, I spent more than 11 years in strategy, commercial leadership, and general management across large corporations and consulting firms. Much of that work involved making decisions with incomplete information, competing priorities, real constraints, and meaningful consequences. That experience shapes the way I coach: listen carefully, clarify the facts, identify what matters most, understand the tradeoffs, and determine the next practical step. I earned my MBA from the Tuck School of Business at Dartmouth and a BS in Finance from Wake Forest University. I’m based in Philadelphia. Outside of work, I enjoy golf, playing piano and guitar, museums and history, good restaurants, and international travel.