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 provides financial planning to young professionals and entrepreneurs in their 30s and 40s. Our goal 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. However, you also want to take action and begin building wealth for your future! 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.
Comprehensive Financial Planning
The total solution for clients who want comprehensive advice with year-round strategy and support.
A dedicated and ongoing relationship with a Certified Financial Planner® to hold you accountable and keep you on track.
Bi-annual reviews of the financial plan and check-ins on a quarterly basis to ensure we are staying on top of the plan and can address major financial decisions or questions as they come up.
Plan Highlights
Starting at $1,500
Starting at $1,800 (billed monthly)
Investment Management
Offered in tandem for our clients doing Comprehensive Financial Planning 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
*planning fees are reduced and/or phased out based on investments under management.
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. If it makes sense, the next step is a discovery meeting.
02. Discovery
We’ll meet and complete an in depth discovery to truly understand what your goals and values are. While taking a look at what your current reality looks like in relation to what you're looking to achieve.
03. One Page Plan
We want to make sure we have really heard you. Here we'll present to you what we call a one page financial plan. This outlines not only what your true values and goals are, but also the first steps we would take with you if you decided to bring us on as your financial planner.
04. Commitment
Once you have had time to review your one page financial plan and you and your spouse feel that it would be a good fit for us to work together. We will make things official and take the next steps to completing your financial plan and implementing our recommendations.
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:
"Deciding to work with Scott has been one of the best financial decisions we have ever made. When we first met with him we had less than a year to finish the renos on our house and move across the country – with no money saved.
Scott helped us understand our finances and develop a cash flow plan that allowed us to continue to enjoy our lifestyle, while saving enough money to pay for both the renovations and our cross-country move."
"Working with Scott has given me much needed peace of mind financially. With his strategies I was able to organize my personal and business cashflows giving me an easy way to monitor their health.
I've been able to anticipate and prepare for potential underperforming months. I now have more time and less stress to focus on growing my business and trade."
"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."
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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 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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