
Harris Nydick, CFP®, AIFA®
Founding Partner and Managing Member of CFS Investment Advisory Services, LLC

I lost 90 lbs!
Approaching 60, I had accomplished so much yet my weight was always a problem. Now that problem was encroaching on another important aspect of my life. I was fortunate to be taught the information you are about to read first-hand by Stevyn. Having incorporated her wise counsel into my daily habits for the last two years, I lost 90 lbs., kept it off, and have become fit. Now, I have better focus and more energy than at any other time in my adult life.
Jordan McGrath
Director of Business Development, Trek Financial



Positive feedback from our advisors!
It’s not often you come across someone who combines relevant content, conviction, and compassion so seamlessly. Your session made a significant impact, and the positive feedback from our advisors and staff speaks volumes. We’re excited to build on this and incorporate it into our platform for both our advisors and their clients.
Kevin Jones
Financial Advisor, Church Falls, VA

Back to playing tennis!
I’ve lost about 40 lbs & 6 inches around my waist in under 6 months. It has been fun to see my metabolic age drop by 6 years! My follow-up bloodwork was particularly satisfying… all my borderline numbers are now well within healthy range. I’m at my college weight and back in my skinny clothes that have been in storage for many years.
Benj Foor, CFP®, EA
Partner & Financial Advisor, Frazier Financial Advisors, LLC

Outstanding feedback at client event!
Stevyn has an exceptional talent for conveying simple, actionable steps to enhance your health. At a recent client event, Stevyn's presentation received outstanding feedback. Many clients expressed how impactful her insights were and mentioned they would be implementing changes to improve their health.
Abbie Holland
Business Owner, Wisconsin

Same place, same dress, different person!
It has changed the way I think about food and exercise. The WellthPlan provided me the framework to create a daily, weekly and monthly plan to becoming healthy. It also provides helpful tools (the portal and meetings) to assist me to make adjustments when needed.
Ann
Financial Planner, New Mexico

Definitely what I was looking for!
I knew a lot when I came in. I had done a lot of physical training, and I paid attention to eating. But this program put everything together, and that that was definitely what I was looking for. I'm happy, satisfied, and it exceeded my expectations.
Les
Financial Advisor, Pennsylvania

Realistic and repeatable!
This program gave me the tools to make better decisions and have control. Finally, I am putting some science behind a plan that's realistic and repeatable to maintain health. Doing it with my spouse was invaluable.
Gillian Walsh
Head of Endowments & Foundations, Mercer Ireland & Chairperson of Financial Planners of Ireland (FPI) Head of Endowments & Foundations, Mercer Ireland & Chairperson of Financial Planners of Ireland (FPI)

Jane McAleese
Managing Director at Fenrir Financial Managing Director at Fenrir Financial
Financial Planning Association-National Capital Area
725 followers
Vizionary Wealth Management
656 followers
Derek Pollard, PhD
Content marketing & book development for finance pros
Mark Hedderman CFP®
Certified Financial Planner at Hedderman Financial Solutions Ltd
Carolyn
Pennsylvania
I loved the portal!
This helped me prioritize my health in daily life. I never would’ve lost the weight without the food journal and the focus on “balancing my macros“.” It’s been super helpful to have someone I can talk to to cut through all the conflicting information that’s out there on nutrition and exercise, plus it helped me focus on the information that is relevant to my age and gender. I liked having access to a supportive and knowledgeable wellness coach to share the latest evidence based research re health and longevity. Also access to the tools you need to manage ur nutrition and track ur progress with data. No judgments- just support and information! I loved the portal! Balancing the macros is just like a video game for me, helps me plan my meals and stay on track.
Michael Kitces
Chief Financial Planning Nerd, Chief Financial Planning Nerd
Robert
Financial Advisor, TN
The WellthPLAN separates fact from fiction on healthy habits.
Gabrielle, New Jersey
Wonderful experience!
This has been a wonderful experience. Working with Stevyn has been so enriching. She has a WEALTH of knowledge and a very kind demeanor. Going into this I felt that I already had a good amount of info on wellness/health but she just brought me to a whole new level.
Harris Nydick, CFP®, AIFA® View Harris Nydick, CFP®, AIFA®’s profile
I Fix Broken Retirement Plans® Financial & Retirement Plan Advisor Retirement Plan Industry Speaker

Ross Ramsey
Founder Partner, Lumature Wealth Partners
Miriam Whiteley
Financial Planner, LifeCraft Financial Planning
Her approach works!
I recommend Stevyn all the time because her approach works. But's a lot like when you work with your financial planning clients, can you make people successful with their financial plan? No. They've got to do that. It's been incredibly helpful to have a thinking partner who helps me work through the places where I stumble and just have a lot more faith that I'm headed in the right direction.
Jeff
Financial Advisor, New Jersey
I didn’t realize how much health debt I was in before working with Stevyn. Once I started seeing my health as an asset, I’ve lost almost 50 lbs in under 4 months. I’m under 200 lbs for the first time since I was in school over four decades ago. And I got there faster and easier than I thought I would. My new bloodwork is spot on and my doctor said I can start to wean off my blood pressure medication.
Ben Haas
Haas Financial Group, Kutztown, PA
Recognize there is NEVER a right time. Take the first step, walk through the door with Stevyn and start learning about how to help yourself. Even if it's baby steps, you'll learn more than you think and can get high return from micro actions.
Daniel Keever
Evergreen Financial Marketing || Helping FA's become more visible, valuable, and connected Evergreen Financial Marketing || Helping FA's become more visible, valuable, and connected

Matt Gunter, CFP®, AAMS®
Owner at Gunter Financial Services
Richard
Financial Advisor, Massachusetts
All of my bloodwork improved!
This integrated health improvement program is based on science, easy to understand, and not too difficult to implement. I understand more fully what it takes to lose body fat, and keep it off. ALL of my blood work has improved, and I'm hopeful again.
Harris Nydick, CFP®, AIFA®
Founding Partner and Managing Member of CFS Investment Advisory Services, LLC

I lost 90 lbs!
Approaching 60, I had accomplished so much yet my weight was always a problem. Now that problem was encroaching on another important aspect of my life. I was fortunate to be taught the information you are about to read first-hand by Stevyn. Having incorporated her wise counsel into my daily habits for the last two years, I lost 90 lbs., kept it off, and have become fit. Now, I have better focus and more energy than at any other time in my adult life.
Jordan McGrath
Director of Business Development, Trek Financial



Positive feedback from our advisors!
It’s not often you come across someone who combines relevant content, conviction, and compassion so seamlessly. Your session made a significant impact, and the positive feedback from our advisors and staff speaks volumes. We’re excited to build on this and incorporate it into our platform for both our advisors and their clients.
Kevin Jones
Financial Advisor, Church Falls, VA

Back to playing tennis!
I’ve lost about 40 lbs & 6 inches around my waist in under 6 months. It has been fun to see my metabolic age drop by 6 years! My follow-up bloodwork was particularly satisfying… all my borderline numbers are now well within healthy range. I’m at my college weight and back in my skinny clothes that have been in storage for many years.
Benj Foor, CFP®, EA
Partner & Financial Advisor, Frazier Financial Advisors, LLC

Outstanding feedback at client event!
Stevyn has an exceptional talent for conveying simple, actionable steps to enhance your health. At a recent client event, Stevyn's presentation received outstanding feedback. Many clients expressed how impactful her insights were and mentioned they would be implementing changes to improve their health.
Abbie Holland
Business Owner, Wisconsin

Same place, same dress, different person!
It has changed the way I think about food and exercise. The WellthPlan provided me the framework to create a daily, weekly and monthly plan to becoming healthy. It also provides helpful tools (the portal and meetings) to assist me to make adjustments when needed.
Ann
Financial Planner, New Mexico

Definitely what I was looking for!
I knew a lot when I came in. I had done a lot of physical training, and I paid attention to eating. But this program put everything together, and that that was definitely what I was looking for. I'm happy, satisfied, and it exceeded my expectations.
Les
Financial Advisor, Pennsylvania

Realistic and repeatable!
This program gave me the tools to make better decisions and have control. Finally, I am putting some science behind a plan that's realistic and repeatable to maintain health. Doing it with my spouse was invaluable.
Gillian Walsh
Head of Endowments & Foundations, Mercer Ireland & Chairperson of Financial Planners of Ireland (FPI) Head of Endowments & Foundations, Mercer Ireland & Chairperson of Financial Planners of Ireland (FPI)

Jane McAleese
Managing Director at Fenrir Financial Managing Director at Fenrir Financial
Financial Planning Association-National Capital Area
725 followers
Vizionary Wealth Management
656 followers
Derek Pollard, PhD
Content marketing & book development for finance pros
Mark Hedderman CFP®
Certified Financial Planner at Hedderman Financial Solutions Ltd
Carolyn
Pennsylvania
I loved the portal!
This helped me prioritize my health in daily life. I never would’ve lost the weight without the food journal and the focus on “balancing my macros“.” It’s been super helpful to have someone I can talk to to cut through all the conflicting information that’s out there on nutrition and exercise, plus it helped me focus on the information that is relevant to my age and gender. I liked having access to a supportive and knowledgeable wellness coach to share the latest evidence based research re health and longevity. Also access to the tools you need to manage ur nutrition and track ur progress with data. No judgments- just support and information! I loved the portal! Balancing the macros is just like a video game for me, helps me plan my meals and stay on track.
Michael Kitces
Chief Financial Planning Nerd, Chief Financial Planning Nerd
Robert
Financial Advisor, TN
The WellthPLAN separates fact from fiction on healthy habits.
Gabrielle, New Jersey
Wonderful experience!
This has been a wonderful experience. Working with Stevyn has been so enriching. She has a WEALTH of knowledge and a very kind demeanor. Going into this I felt that I already had a good amount of info on wellness/health but she just brought me to a whole new level.
Harris Nydick, CFP®, AIFA® View Harris Nydick, CFP®, AIFA®’s profile
I Fix Broken Retirement Plans® Financial & Retirement Plan Advisor Retirement Plan Industry Speaker

Ross Ramsey
Founder Partner, Lumature Wealth Partners
Miriam Whiteley
Financial Planner, LifeCraft Financial Planning
Her approach works!
I recommend Stevyn all the time because her approach works. But's a lot like when you work with your financial planning clients, can you make people successful with their financial plan? No. They've got to do that. It's been incredibly helpful to have a thinking partner who helps me work through the places where I stumble and just have a lot more faith that I'm headed in the right direction.
Jeff
Financial Advisor, New Jersey
I didn’t realize how much health debt I was in before working with Stevyn. Once I started seeing my health as an asset, I’ve lost almost 50 lbs in under 4 months. I’m under 200 lbs for the first time since I was in school over four decades ago. And I got there faster and easier than I thought I would. My new bloodwork is spot on and my doctor said I can start to wean off my blood pressure medication.
Ben Haas
Haas Financial Group, Kutztown, PA
Recognize there is NEVER a right time. Take the first step, walk through the door with Stevyn and start learning about how to help yourself. Even if it's baby steps, you'll learn more than you think and can get high return from micro actions.
Daniel Keever
Evergreen Financial Marketing || Helping FA's become more visible, valuable, and connected Evergreen Financial Marketing || Helping FA's become more visible, valuable, and connected

Matt Gunter, CFP®, AAMS®
Owner at Gunter Financial Services
Richard
Financial Advisor, Massachusetts
All of my bloodwork improved!
This integrated health improvement program is based on science, easy to understand, and not too difficult to implement. I understand more fully what it takes to lose body fat, and keep it off. ALL of my blood work has improved, and I'm hopeful again.