About Us


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. 

We love to see the weight slide off our 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!

Brian Scott

Brian Scott

Founder & Financial Advisor

928-277-1427

928-277-1427

brian@moneyandvalues.com

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...
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Julie Boven

Julie Boven

Operations Manager

(928) 277-1427

julie@moneyandvalues.com

Julie has always been drawn to finance - first as a student studying management and finance at the University of West Florida, where she earned her bachelor’s degree, and now as a parent focused on building a strong future for her...
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Things You'll Hear Brian Say

"Investor behavior, not financial markets will dictate results."
"Every investor has blind spots."
"Diversification is much more powerful than market timing."
"A plan is more valuable than a reaction."
"Things are not going to go according to plan so flexibility is a must."
"Controlling the short list of things we can control affects meaningful change."
"If we’re disciplined over decades, the yearly returns will take care of themselves."
"Financial wellbeing and net worth are two different things."
"Conversations are more powerful than sales pitches."

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