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Personal Financial Coaching

 

Steve Vilendrer

Steve holds a BA degree in Economics and a minor in French from Carleton College, MN (Magna Cum Laude) and a Certificate of Study in Business from Stanford University, CA. He is currently a Senior Associate at American Private Equity, a multi-strategy hedge fund in Los Angeles. He enjoys golf, skiing, and a good game of chess in his spare time.

 

"I started Ask Steve Finances because I want to inspire and coach young people on the importance of money management and financial planning. Credits, debts, compound interests, investments—these are all complex subjects that even college graduates do not have a handle on. Most young people are focused on making money and establishing their careers. Having a solid background on the basics of money management and a coach to help them protect their hard earned money is key to securing future financial freedom."

Focus on Finance

Welcome to Ask Steve Financials ™. No matter where you currently are financially, whether a beginner, or have had some success with money management, be assured that you are not alone on this journey. At Ask Steve Financials, I take a personal approach to your finances because I want you to be well equipped to get the most out of every financial decision. 

Ask Steve Financials services include one-on-one financial coaching sessions designed to both educate clients and build a comprehensive financial plan. I understand that there are those of us who just don’t have the time, energy, or interest to do their own financial planning. My goal at Ask Steve Financials is to instill you with the necessary tools and skills you will need to develop life-long, wealth-building habits.

As your mentor, I will also be available to answer any questions you have over the following months. For example, "What is the best way to get a high interest rate with a highly liquid investment?"; "Should I buy a house now or this spring?"; "What kinds of deductions am I allowed to make on my 1040?"; "How much should I keep in cash reserves for emergencies?"; My ex-girlfriend just wrote a fraudulent check from my bank account! What do I do now?"

Let Ask Steve Financials partner with you in your journey towards true wealth and financial freedom. The key to financial success is starting now and letting a personal coach help guide you and protect your hard-earned money. Take full control of your future; Ask Steve Financials is here to help!

To your success,

Steve Vilendrer

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