Steven co-founded SDP Personalized Planning because he believes that making smart choices about money that align with our goals and values is a foundational step in leading a life that inspires us. Growing up Steven saw the way that financial disagreements kept his parents from enjoying the kind of deep intimacy he believes every relationship deserves. Realizing how important it is to get finances right in support of our higher values, Steven now lives by the credo that “Every Family Deserves a Financial Roadmap.” He is on a mission to implement his Values-based Financial Planning process every day to help business owners and families clarify what is most important to them and develop a Financial Roadmap for creating the life they want. As a private wealth advisor, business exit strategist, and coach, Steven helps individuals, families, and businesses develop clarity around their visions, and then he serves as a companion and guide in their journey of making that vision a reality. By doing the work required to explore and identify what we really want, Steven believes that anyone can be inspired to take the actions required to create our ideal lives. It is this opportunity to support and influence others that Steven finds so captivating. He finds meaning in developing relationships that elevate, empower, and impassion, and he enjoys asking questions that bring us back to the oft-forgotten arts of authenticity and introspection. In addition to his work with private clients, Steven co-hosts and presents at local educational workshops and seminars on personal and business finance topics such as retirement and retirement income planning, tax planning & strategies, Social Security, goals-based investing, and family financial dynamics. Steven is also a co-host of the radio show and podcast, “Guiding Utah’s Financial Future.” In his personal life, Steven enjoys spending time in nature, hiking, exercising, playing soccer, and reading.