Scott has developed a unique financial planning program that offers his clients customized financial advice. As a former teacher, Scott uses his experience and skills in what he refers to as “collaborative financial planning” – providing clients with relevant information and professional advice to assist them and enable them to make sound financial decisions.
Clients receive a comprehensive financial plan, which is their personalized road map to their financial and personal goals. Each financial plan consists of a full financial review, a summary of the client’s personal and financial goals, recommendations on realizing their goals, an Investment Policy Statement, a Client Service Agreement, and an annual Net Worth Statement to monitor their progress towards achieving their goals.
As part of his commitment to his clients, financial plans are reviewed and updated annually, or as life events arise. Investment plans are reviewed and rebalanced every six months,or as economic or financial conditions dictate.
Scott enjoys working with people in every age group and life stage, but specializes in advising young professionals, families, retirees, and business owners, as well as in the financial issues related to marital breakdown. Regardless of his client’s age or demographics, Scott seeks long-term professional relationships with all of his clients. He takes a genuine interest in his clients, which serves to enhance the work he does with each individual or family.
Specialties: Financial Planning; wealth management; marketing; financial management; recruiting; coaching; training and development.”
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