About The Founder

Steve Morgan, a Certified Financial Planner™ practitioner, is the founding principal of Contour Financial Planning, L.L.C., a Registered Investment Advisory firm, near Buffalo, New York. Steve founded Contour Financial Planning to provide individuals, families and business owners with Fee-only financial planning and advice tailored to fit their needs.
“Our mission,” says Steve, “is to build brighter futures for our clients. The first service we provide is the avenue to get them started. Because we have no minimum account size or income level requirement, we are a valuable resource for those who may be overwhelmed by the flood of financial information and options available today. Our strategy is to equip, educate and empower our clients to make confident informed financial decisions.”
One traditional drawback to many Fee-Only financial planning firms has been that often times these practices impose strict limits on prospective clients based on their net worth or the size of their investment portfolio. “While I still appreciate the opportunity of working with high-net worth individuals, I want to make my expertise available to people like myself that need high-quality objective investment advice but have traditionally slipped under the radar screen of most Fee-Only planners.” In order to remedy this situation, Contour provides services on an hourly, as-needed basis or per project depending on the client’s needs.
Contour’s planning process reduces the client’s time in financial advisory meetings and concludes with a concise action plan for them to implement as they take charge of their financial future. The client has complete freedom in implementing their plan.
Twenty years of community service and service related employment in Western New York were a precursor to Steve returning to college in 1999. He graduated magna cum laude from Medaille College in 2002 with a degree in Business Administration and concentration in financial planning. While attending Medaille, he was chosen for the Who’s Who directory, was honored with the Business Department’s Academic Award and was inducted into the Alpha Chi Honor Society.
Steve is a Past Chief and life member of the Grand Island Fire Company where he currently serves as Communications Supervisor. He is a life member of the Tonawanda Unified Volunteer Fireman’s Association. A Mason, Steve is a member, Past Master and Past Secretary of Eggertsville-Grand Island Masonic Lodge, a formerly a member of the Scottish Rite, Valley of Buffalo. He has served as an Advisor for Ridge Council Chapter, Order of DeMolay. The Grand Island Chamber of Commerce recognized Steve in 1996 for his outstanding contributions to the community in the Civic category.
Steve, his wife Amy and son Abram are life long Grand Island residents.
CFP™ and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
©2007 Contour Financial Planning, LLC. All rights reserved.