David Nestor Financial Coaching

Clarity.
Confidence.
Control.

I help people gain clarity on their financial picture, put a practical plan in place, and take action so they can feel confident and in control of their money.Based in Philadelphia, PA, I work with clients both locally and virtually.

Areas of focus include:

  • Cash flow

  • Saving

  • Debt reduction

  • Investing

  • Financial decision-making

To start a conversation:
[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 a one-hour conversation. Before we meet, I review your intake form, questions, goals, and financial picture so I can come prepared for your specific situation. During the session, we work through the decisions, tradeoffs, and topics that matter most to you. Afterward, you receive a written follow-up with key takeaways, priorities, and specific action items.

Each coaching session includes:

  • Preparation based on your questions, goals, and financial picture before we meet.

  • Personalized coaching focused on your specific goals and decisions.

  • Practical explanation of relevant financial topics in plain English.

  • Written follow-up summary with key takeaways, priorities, and specific action items.

How It Works

  1. Reach out by email.
    Send a brief note about what you’re looking for help with.

  2. We’ll have a brief conversation.
    This helps ensure financial coaching is a good fit for your needs.

  3. You'll receive next steps.
    I’ll send session options, pricing, a scheduling link, and an intake form.

  4. I’ll review your intake form before we meet.
    This helps me understand your goals, questions, and financial picture so our session is focused on your specific situation.

  5. We’ll meet and build a plan.
    You’ll leave with more clarity, a practical plan, and specific action items.

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 significant financial decisions and life transitions himself, David understands that financial clarity often comes from seeing the full picture, evaluating tradeoffs, and creating a practical plan for the steps ahead.His coaching approach is focused on making personal finance feel clear, practical, and manageable, helping clients understand their financial picture and make confident decisions aligned with their goals.Learn more about David on LinkedIn

Ready to Gain Clarity on Your Financial Picture?

Send a brief note about what you’re looking for help with, and I’ll follow up with next steps.To start a conversation:
[email protected]