You built your career doing what you love.
The next step is building your financial future.
We love helping our clients get excited about their finances.
Live Boldly Wealth Coaching provides financial planning to young professionals and entrepreneurs in their 30s and 40s. Our mission is to help you maximize your lifestyle with the money you already have.
You're motivated and driven to grow in your career and to create a great life for you and your family. With a knowledgeable partner to help you get organized, build your plan, and stay on track to achieve it, you can:
At Live Boldly our mission is to help people use their money as a tool to live a life they love today, while still planning responsibly for tomorrow.
A financial planner who gets it.
I’ve faced the same struggles that you may be experiencing right now. Which is a big reason why I’ve chosen to specialize in helping people like you. Busy, driven, young professionals and entrepreneurs that want to live their lives to the fullest, while at the same time grow their wealth and find financial success.
I’m Scott and I love helping people make better decisions with their money! I founded Live Boldly in 2016 and my mission from the get-go was to bring a fresh, dynamic approach to the financial planning process.
Outside of finances I spend a lot of my time staying active and enjoying quality time with my friends and family. I have a huge passion for OCR (Obstacle Course Racing) where I compete in a number of Tough Mudder and Spartan races each year. I’m always up for an adventure, especially if it means taking a step outside of my comfort zone.
Do you want to pick my brain and chat? I would love to connect with you.
Book Discovery Call
What we offer, what we do, and what it'll cost:
We should make one thing clear since you're here checking us out; we are nothing like the banks, nor are we like the big planning outfits you see on TV. We take a dynamic and relationship-driven approach to the ongoing process of financial planning.
Financially Fit Program
The total solution for clients who want comprehensive advice with year-round strategy and support.
An ongoing relationship with a Certified Financial Planner®
who will collaborate, design, and implement a process to build your plan and put it in motion. Count on regular meetings and check-ins to make sure you’re on track!
Plan Highlights
Investment Management
Offered in tandem for our clients in the Financially Fit Program who want professional management of their savings for retirement and other savings goals.
Personalized investment portfolios designed around your individual goals, time horizons, risk tolerance, and liquidity needs. We don’t apply any investment minimums, so if you’re just getting started we’re here to help you grow your wealth.
Plan Highlights
0.7% per year of managed investments above $500,000*
*planning fees on Financially Fit Program are reduced and/or phased out
One-Time Project Plans
If you’re just looking to get moving in the right direction, then let’s take some time to focus on one or two specific financial planning issues.
This type of planning can vary from a few meetings to meeting regularly for a few months. We will provide a summary of recommendations so that you know exactly what you need to do next to improve your financial situation.
Plan Highlights
Your journey to financial freedom will look something like this:
01. Connect
Lets learn a bit more about each other and see where you're at with your finances. No expectations, just a great conversation.
02. Fit
We'll want to ensure that it's going to be a great fit! Our process is rooted on growing genuine, long-term relationships with our clients.
03. Envision
We'll get to understand your goals, dreams, challenges, and values - these will become the foundation of your financial plan.
04. Discovery
We’ll assemble and organize your current financial data to create a detailed picture of what your current reality looks like in relation to your goals.
05. Launch
Together we’ll put your plan in motion, and communicate regularly to make sure each action is carried out successfully.
06. Adjust
We’ll keep working toward your goals! Adjusting for the inevitable changes that life brings and capitalize on the new opportunities it brings as well.
Pretty painless, right?
We don't prepare traditional 50-page financial plans that collect dust. It's important to understand that financial planning isn't a one-time event. It's a process and it's sure to evolve and change as you progress through life.
Book Discovery CallSome kind words from clients we work with:
"Feeling the normal social pressures of keeping up, stacked upon starting at the bottom of a new industry had left me financially uncertain. Sitting down with Scott and mapping out a plan for this year has taken a great weight off of my shoulders. I have clarity, and a clear target to strive for."
"When it comes to planning your finances and your future, without exception you need to deal with someone you trust has your best interest in mind, and with Scott there is never any question of so.
Throughout the whole process, he is engaged and energetic and completely genuine in his desire to help me, and I can feel that. For that reason, I won’t be going anywhere else."
"My fiancé and I have thoroughly enjoyed working with Scott. He is accommodating, knowledgeable and breaks the planning process down into realistic and manageable steps. We thank him for the help he has provided and look forward to a future where we feel financially confident."
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Get in Touch
I would love to hear from you. Drop me a note below and I'll look forward to connecting with you!
Live Boldly Wealth Coaching provides financial planning to young professionals and entrepreneurs in their 30s and 40s. Our mission is to help you maximize your lifestyle with the money you already have.
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