The decision to work with a Financial Planner is a big one. You’ve made a decision that you need a competent professional to help figure something (or a lot of things) out. You’ve decided that you’re going to open up about your finances and share everything with someone you’re just getting to know. And trust that they can help you. So it’s understandable that once you make that big step, you don’t want to screw it up. You want to…
Category: About Scott
What I’ve Learned Losing A Loved One
A year ago, my father died. His passing was quick and sudden to us all. He had always lived a happy, vibrant, joyful life. And that was just as true on the day before he got sick. It was Memorial Day last year, which he spent with family grilling steaks and salmon. If you had seen him, you wouldn’t have known anything was wrong. No one did. But the next day, he had a stroke. Followed by 12 days in…
Why I Became A Financial Planner
I still remember the day that set in motion why I became a financial planner. While visiting my parents from college, talking to my Dad about my finances. I had proudly told him that I paid off the minimum balance on my credit cards every month. He looked at me puzzled, and as was his nature, he gently corrected me: “You know you have to pay off the entire balance, not the minimum balance, every month, right?” Egg on my…