Wealth CoPlannerGet monthly planning support, custom digital tools built around your business, and practical no-code ideas to help you launch, operate, and scale with intention.
Practical no-code ideas for business owners. Always free.
Steven brings experience in financial planning, wealth management, credit analysis, and business consulting to practical support for business owners.
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.
As your CoPlanner, Steven works with you month by month to clarify business priorities, make a focused plan, and choose tools that fit the way your business operates.
Prior professional experience; no employer affiliation or endorsement implied.
Choose monthly planning, custom web development, or free no-code ideas to match the stage and needs of your business.
$400 / three months
Meet with your CoPlanner each month to launch, operate, or scale your business.
Work through your priorities with a monthly planning partner. Build a practical roadmap for your next business stage and take action between sessions.
Apply for the CoPlanner ProgramBuilt for your needs
In-house web applications and websites designed around the way your business works.
We build in-house applications and websites around your workflows, without adding subscription fees for off-the-shelf third-party apps.
Discuss a projectFree
Learn how to optimize your current business using practical no-code web tools.
Get useful ideas for streamlining workflows, improving how you operate, and making more of the tools already within reach.
Join the newsletterWe look at how your business uses time, energy, and money—and where a focused plan or a fit-for-purpose web tool could help. Your monthly CoPlanner sessions turn priorities into practical next steps.
Whether you are launching, improving operations, or scaling, we work with you to choose a direction that fits your business and the resources you have.
Illustrative resource profiles, not measured results or promises. Your strategy may balance these resources differently.
Current business review and goal setting. Map your workflows, needs, recurring tools, and the next outcome you want to reach.
Planning session. Prioritize a path for your business—launching, improving operations, or scaling—and decide what support or digital tools would help.
Monthly action and review. Work with your CoPlanner to put the plan into practice, review progress, and adjust your next steps.
Tell us what your business does and what you want to work on. We’ll review your application and contact you about the monthly program.
Meet with your CoPlanner monthly to plan and work toward launching, operating, or scaling your business.
$400 total for three months. Applying does not charge you or confirm a booking.