CREATE A CUSTOM-TAILORED FINANCIAL PLAN TO FIT YOUR INDIVIDUAL NEEDS AND WANTS TODAY
You’ve saved your whole life, now it’s time for a spending plan that feels right for YOU.
Retire with a clear plan to make spending wisely an easy process
After 18 years of working for a financial planning firm with half a billion dollars in assets and 7,000 clients, Scott chose to leave and create his own small firm with a boutique feel in 2016.
“I didn’t want to create income for a firm, I wanted unique relationships with my clients…”
He now enjoys working with a limited amount of clients each month, offering individualized feedback, and helping retirees and pre-retirees plan their finances.
He and his trusted network of experienced CPAs, as well as an attorney, provide clients with confidence that their money will last as long as they do.
Open doors you may not have considered previously
Claiming strategies for Social Security
Retirement planning
Informed strategies for investment
CLICK HERE FOR A free 30 minute CONSULTATION
My number ONE priority is making sure you have a spending plan that allows space for your goals. Whether it’s a riverboat cruise, an Alaskan cruise, or it's spending two months of the year with your grandkids…
… Let's figure out a financial plan that will allow you to confidently do the things that you always dreamed of doing in retirement without worrying if the money will last.
So, if you want an individualized plan, quarterly meetings to ensure you’re questions are answered and we’re on the right track (yes, even if you’re at the beach), plus honest, direct feedback so your most informed for any financial decision that comes along, then let’s chat.
If I’m not catching up with my boys, who are both playing football and attending the United States Air Force Academy, or spending time testing couches with my wife, I’m outside on a run in beautiful Colorado Springs, Colorado.
I have a heart for giving and I’m on the School board of The Classical Academy, a District 20 charter school. I also serve as an Elder at my church.
Previously, my wife and I founded The Money Couple which impacted couples nationwide by teaching them how to speak the same love and money language. We’ve written five books together, and made local and national radio TV appearances on major outlets, including CNN and Fox News.
Our latest best-selling book, The 5 Money Personalities, gives couples the tools to identify and understand their different money approaches, so they’re able to work best together to achieve their financial goals.
We chose to sell The Money Couple years later so my wife could focus on interior design and I could provide the boutique experience I wanted for my clients.
Now, I get to live out my passion for working with retirees and pre-retirees to enjoy their money in the second half of their life.
Hi, I'm Scott
2 Timothy 1:7
"For God hath not given us the spirit of fear; but of power, and of love, and of a sound mind."
Are We a Good Fit?
And, finally, you like up-front, honest, and direct feedback. There will be no “do this” or “you can’t touch that.” I want you to be fully informed and empowered to make the money moves you want. Any and all financial decisions are yours, and it’s my job to make sure you’re well-informed and know if it fits into the spending plan we created together.
- You’re 55 or older
- You are soon to retire or are retired
- You want an advisor who meets with you regularly
- You’re excited about a personalized spending plan to enjoy retirement with those you love most
