Strategic Coaching and Development for Professionals in Financial Services
We help experienced professionals in financial services build the clarity, insight, and skills needed to meet the complexity of success through our personalized coaching and the N8 Insight 5/8 Coaching Method℠.
Discover your innate capacity for clarity and choice.
Develop insight to work through difficult choices.
Become more skillful in working with complexity across work, life, and money.
Fragmented Support Leaves Successful Professionals Managing the Gaps
Your life is increasingly connected, and when the support around it is fragmented, important decisions can become harder than they need to be. N8 Insight brings together the interconnected areas of work, life, and money into one conversation, helping you see the larger picture and make better informed, more coordinated choices.
We Offer Personalized Solutions
Whether you work with us individually, join a group program, or develop something fully customized, we adapt the experience to the particular complexity of your situation.
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Strategic Coaching
A private engagement for professionals whose success has created new complexity in work, life, and the finances that come with it.
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Mindfulness-Based Groups
Facilitated group experiences for professionals who want to learn and grow alongside others managing similar complexity.
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Custom Programs
Facilitated programs, workshops, and retreats for organizations, teams, and leadership groups in demanding professional environments.
THE N8 INSIGHT APPROACH
A More Integrated Approach to the Complexity of Success
Fragmented support often addresses separately the parts of life that experienced professionals encounter as deeply connected. N8 Insight considers the broader context across work, life, and money so that the path forward reflects your responsibilities, pressures, goals, and stage of life.
Through structured coaching, assessment-based insight, and the N8 Insight 5/8 Coaching Method℠, our approach helps experienced financial services professionals organize complexity, strengthen self-awareness, evaluate competing priorities, and make grounded decisions about what comes next.
Here’s What It’s Like to Work with N8 Insight
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See The Larger Picture
We look across work, life, and money including your roles, responsibilities, and future goals so you can better understand what is shaping the decisions in front of you.
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Bring Structure to Complexity
Through assessment-based insight and the N8 Insight 5/8 Coaching Method℠, we help you see the larger picture, compare options, and put insight into action.
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Stay Practical and Human
Thoughtful, practical, and strategic guidance that meets you where you are and helps you create a path forward aligned with your strengths, values, and motivations.
What Others are Saying
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Steven created a thoughtful and comfortable space to talk through my assessment results. I felt listened to with curiosity, care and respect, and his interpretation helped me make sense of the results in a practical, grounded way without feeling judged or boxed in by the assessment.
Manuela P. Global Vice President Human Resources.
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Steven has a relatability in his teaching and leading that instantly puts you at ease, and he has the ability to make complex concepts understandable. His guided meditations are soothing and relaxing.
Kathryn M. Bennett, D.C.
Westminster, MD
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Steven has an innate ability to take a pile of disorganized ideas that are clogging productivity and convert them into streamlined decision models that create a clear path from concept to execution. He has been a vital resource for me across several business ventures. Steven understands that businesses often deal with the same core issues, whether they are Fortune 500 companies or small family businesses. Whether the solution requires complex spreadsheets or simply construction paper, markers, and masking tape, his process brings clarity, structure, and meaningful positive movement.
Andrew G. Morrison, MAI, CCIM | Morrison Appraisal, Inc.
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Steven explains Mindfulness in a way that makes you want to learn it and practice it. He has a powerful, yet down-to-Earth delivery that anyone can relate to. I found his stories and anecdotes so relatable; It was easy to see how Mindfulness can fit into my own life.
Madalyn, New Hampshire
HOW IT WORKS
Getting Started With N8 Insight is Simple
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Talk through what you are managing, what you hope to change, and whether N8 Insight is the right fit.
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Choose Your Path
Select an individual coaching engagement, group program, or customized experience based on your priorities and circumstances.
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Make Choices and Take Action
Use structured insight, practical tools, and ongoing reflection to skillfully manage complexity across work, life, and money.
BOOK A CONSULTATION
Let’s Start With a Conversation
Whether you are reaching out for yourself or on behalf of a team or organization, I would be glad to learn more about what you are managing and discuss whether N8 Insight feels like the right fit. Use the calendar below to choose a time that works for you.
Frequently Asked Questions
If you are deciding whether this is the right time to invest in yourself, it is reasonable to have questions. Here are a few that often come up before someone takes the next step.
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N8 Insight is built specifically for financial services professionals by someone with more than two decades of experience in the field. Every engagement whether Strategic Coaching, a Group Program, or a Custom Program; considers work, life, and money as connected rather than separate.
Each combines thoughtful conversation with a structured methodology for turning insight into action.
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Both. Strategic Coaching is a private, one-on-one engagement for individuals. Group Programs are facilitated cohort experiences for professionals who want to learn alongside others managing similar complexity.
N8 Insight also designs Custom Programs for organizations and teams. The right fit depends on whether you are seeking individual coaching, a shared learning experience, or something designed for your organization.
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Very focused Strategic Coaching engagements may begin at $750, while multi-month engagements typically range from $2,750 to $6,250.
Group Programs, when offered, typically range from $350 to $575 per participant, depending on length and format.
Custom Programs are priced individually based on the needs of the organization or team.
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No. N8 Insight provides strategic coaching, financial counseling and education, workplace-development assessment feedback, and nonclinical mindfulness facilitation. It does not provide psychotherapy, psychological diagnosis or treatment, investment management or individualized securities recommendations, tax advice, or legal advice.
The work is present- and forward-focused, helping clients recognize patterns, clarify their choices, and make more intentional decisions amid the demands of work, life, and money.