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 what you should be doing with your money, or 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, priorities, or tradeoffs.

  • 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.

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

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 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.

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
During the 60-minute session, we work through the financial questions, decisions, tradeoffs, and priorities that matter most.

  • Organize the key pieces of your financial picture

  • Clarify tradeoffs across areas such as cash flow, saving, debt, investing, giving, housing, career transitions, family goals, or other financial decisions

  • 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

  1. Schedule a call or reach out by email.
    Schedule a free 15-minute introductory call or send a brief note about what you’re looking for help with.

  2. We’ll have a brief conversation.
    This helps make sure financial coaching is a good fit for your needs and gives me a better understanding of what you’re hoping to work through.

  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 and useful.

  5. We’ll meet and build a plan.
    You’ll leave with greater clarity on what matters most, the tradeoffs and priorities involved, and the specific next steps that fit your situation.

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, weighing the tradeoffs, and identifying the priorities and next steps that fit each client’s situation.His coaching approach is focused on helping clients understand their financial picture, weigh the tradeoffs that matter, and make confident decisions aligned with their goals and priorities.Learn more about David on LinkedIn

Notes on Financial Decisions

Occasional practical notes on making clearer financial decisions.

Ready for a Clearer Financial Picture?

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

Or email:
[email protected]