David Nestor Financial Coaching

Clarity.
Confidence.
Control.

If you’re facing a financial question or decision and aren’t sure what matters most or what to do next, I help you find clarity on the tradeoffs, priorities, and next steps that fit your situation.Based in Philadelphia, PA, I work with clients both locally and virtually.

Financial coaching can help when:

You’re not sure how the pieces of your financial picture fit together.
You may be doing many of the right things but still feel unsure about what to do with money left over each month or cash you have accumulated.
You’re balancing saving, investing, paying down debt, a major purchase, or other goals and aren’t sure what should come first.
A major life or career change has created new financial questions or competing priorities.
You and your spouse want a clearer shared financial picture, priorities, and plan.

Topics may include: cash flow, saving, debt, investing, major financial decisions, and life and career transitions.

A straightforward coaching model
You pay a flat fee for coaching. I do not sell financial products, earn commissions, or manage investments.

Ready to talk through your situation?
Schedule a free 15-minute introductory call to discuss what you’re working through and determine the most appropriate next step.

Comprehensive initial coaching engagement: $300

Focused coaching may also be an option for narrower questions. Follow-up sessions are available as needed.

Schedule an Introductory Call

Or email:
[email protected]

What Clients Are Saying

“David was incredibly prepared for our meeting together and had great insight into our financial situation. After our coaching session with David, we both left confident in our next action steps to pursue our financial goals. He asked questions and listened to our wants and desires. I really appreciated that his coaching was individualized for our specific situation and life stage. He understood the balance between saving for the future, being generous and making memories with our kids. We highly recommend using David for financial coaching to gain clarity in your finances!”Mark & Caitlin M.

“I walked away from our first session with the feeling, ‘I can do it, too.’ David’s coaching gave me a sense of agency and sparked a level of proactiveness I didn’t previously have. His thorough assessment of my current situation and clear overview of investing helped me realize that I didn’t need to be a seasoned expert or rely on someone else to make solid decisions.”Josh E.

“David laid everything out in a way that was easy to understand and gave us a solid foundation of practical steps for our financial journey. He also gave us confidence that we were actually in a very good place for investing, which was reassuring and motivating.”Mitch & Lindsey L.

What's Included

Financial coaching is more than just a 60-minute session. The goal is to help you step back, understand what is actually going on with your money, and leave with practical next steps that fit your situation.

The comprehensive initial coaching engagement is $300 and includes preparation beforehand, a 60-minute one-on-one session, and a written follow-up afterward.

Prior to the Session
Before we meet, I review your intake form, including your questions, goals, and financial picture, so I can understand your situation and prepare thoughtfully.

Identify the topics, decisions, and tradeoffs that are most relevant to you
Begin thinking through possible priorities and next steps
Select relevant frameworks, worksheets, or materials that may help make the session more practical and useful

During the Session
We work through the financial questions, decisions, tradeoffs, and priorities that matter most.

Organize the key pieces of your financial picture
Clarify tradeoffs among competing priorities such as saving, investing, debt, housing, career transitions, and family goals
Identify the priorities and practical next steps that fit your situation

After the Session
You receive a written follow-up so you have a clear record of what we discussed and a practical path for what to do next.

Key takeaways and priorities from the conversation
Specific action items and next steps
Relevant worksheets, frameworks, or other materials used during the session, when helpful

How It Works

Schedule a free 15-minute introductory call or reach out by email.
We’ll have a brief conversation to determine whether financial coaching is the right fit.
If we decide to move forward, I’ll send the payment and scheduling links. Once you book, I’ll send the intake form.
I’ll review your intake before we meet. Then we’ll have the coaching session and I’ll send your written follow-up.

Background

David Nestor is the founder of David Nestor Financial Coaching. He earned his MBA from the Tuck School of Business at Dartmouth and brings experience in strategy, finance, and business leadership roles across multiple industries, including responsibility for large commercial businesses and financial decision-making.Having navigated meaningful financial decisions and life transitions himself, David brings both professional judgment and personal perspective to the way he helps clients apply sound financial principles to the realities of their own livesLearn more about David on LinkedIn

Notes on Financial Decisions

Occasional practical notes on making clearer financial decisions.

Ready to Talk?

Schedule a free 15-minute introductory call to discuss what you’re working through and determine the most appropriate next step.

Comprehensive initial coaching engagement: $300