Who We Are
Why We Love What We Do
Whether you feel like you just can’t get on the same page as your family or you’re worried about a recent drop in your 401(k), feeling like you’re out of control is just… awful.
I love to see the weight slide off my clients’ shoulders when they’ve moved from being financially disjointed to financially aligned. Financial Alignment is the ongoing process of pursuing overall financial wellbeing by making sure your financial resources (cash, assets, and insurance) and your financial decisions (spending, saving, giving, and work) match your personal values. When our finances support our lives instead of the other way around, there isn’t much we can’t achieve!
MEET BRIAN SCOTT
While serving overseas in the U.S. Marine Corps, Brian and his wife, Sheramy, took Dave Ramsey’s “Financial Peace University” class at their church. Over the course of that class, Brian discovered two things: 1) Americans are completely stressed out about money, and 2) he loves helping people take charge of their finances. In 2016, after earning his MBA with an emphasis in financial planning, Brian, Sheramy, and their 3 daughters moved to Prescott, Arizona so he could begin practicing financial advising. In 2023, Brian was excited to become a Ramsey trusted Pro enabling him to partner with Ramsey fans to build their personal financial wellbeing.
In 2022, Brian and Sheramy had their fifth daughter and, as a husband and father of five girls, Brian has become increasingly aware of women’s unique financial concerns and challenges. As a result, Brian focuses on helping family-oriented women feel more confident in their financial futures by helping them align their finances with their unique values.
