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How We Help

 

At Young + Scrappy, we provide a fresh approach to finance: fiduciary, fee-only advice and financial coaching that helps you get your financial s*** together.

 

 

Let’s face it: money is a struggle. When it comes to making good financial decisions, we struggle with lack of education, emotional barriers such as guilt and shame, and lack of motivation.

As a result, it’s hard to make good financial decisions on a day-to-day basis, much less prioritize your future goals and needs.

Whether you’ve never touched a budget in your life, or you’re a savvy saver looking to start investing, I can help you:

Explore your emotions and behaviors surrounding money

Overcome negative mindsets and habits about spending

Figure out how much you’re really spending, and where your money goes

Establish your financial priorities and set a plan to reach them

Make a plan to optimize your debt payments

Develop a budgeting system that fits with your personality

Provide ongoing support and accountability on your financial journey

Recommend investments that will fit with your goals and risk tolerance

What I *Don't* Do

I’m a fee-only fiduciary advisor and coach, which means my job is to act in your best interest. That means:

  • I am not a stock broker or insurance salesperson.
  • I do not make any commissions off the recommendation of financial products.
  • I work with an independent team, not some corporate office who incentivizes bad behavior.

In short: I won’t sell you crap you don’t need.

We offer four primary services, geared towards Millennials, Gen X, Gen Y, and LGBTQ+ clients:

portfolio investment management for millennials

A 2-hour coaching session perfect for people who want some one-time assistance with building a budget, making a debt plan, and more.

financial coaching for millennials

An ongoing, monthly service designed for folks who want support and accountability as they set goals, stick to a budget, pay down debt, and beyond.

financial planning for millennials

A year-long engagement where we make a plan for all aspects of your financial life, then give you support and accountability as you’re implementing the recommended changes.

portfolio investment management for millennials

An ongoing service for those who want assistance managing their retirement, taxable, or other investment accounts.

Interested in learning more? Pumped and ready to get started? Use the handy scheduler below to book your free 15 minute consultation call!

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