Looking for one-on-one financial support in the new year? Apply to work with us here!

You’ve got badass financial goals--we're here to help you reach them.

 

From education to accountability, investment management to fee-only financial planning, we’ve got your back! We can't wait to help you build the joyful, abundant, and values-driven life of your dreams.

LGBT+ Financial Advisors

LEFT: Coach Oriana (she/her/ella) RIGHT: Coach Michelle (she/they/he indifferent)

Hey friend! 

 

We're so glad you're here! Odds are good you've found us because you're ready to make a change--HELL YEAH!

You might notice that this website is a little more sparse than usual (like, where's the menu, amirite?!) That's because we're *also* making some big changes for the new year, including launching a shiny new website with updated branding and some kickass new programs.

It's. Gonna. Be. AWESOME. All that to say: read on for an abbreviated look at what we do and how to work with us, but be sure to check back in the next few weeks for the full, magical website experience!

2025 Group Programs

Set Your 2025 Goals With Us

Join us on January 12 or January 16 for two cozy hours of goal setting. This sliding-scale workshop will help you assess your 2024, then set realistic and self-compassionate intentions for the year ahead. 

REGISTER HERE

Join the Radical Wealth Collective

Coming in February 2025: our new membership program features on-demand education, live workshops and accountability sessions, weekly action items, community space, guest speakers, and more!

JOIN THE WAITLIST

Book a Speaker for Your Workplace 

Support your team's personal AND professional growth with financial workshops that help your employees reduce financial stress and build wealth--click the button below to request a custom quote.

REACH OUT

Our Values

 

You can probably tell that at Young & Scrappy, we do things a wee bit differently. As such, here’s our promise to you:

  • We’re anti-capitalist financial planners who put your best interests first.
  • We're fidiuciaries, so we don't take commissions or sell you shit you don’t need.
  • We meet you where you’re at and respect your journey.
  • As LGBTQ+ (Michelle!) and BIPOC (Oriana!) money nerds, we serve all genders, all relationship styles, all races, all humans with love and open-mindedness.
Holistic Financial Planner

Looking for One-on-One Support?

STEP ONE:

Scope out our services

Read more about our programs and services and decide which works best for you. Whether you’re looking for hands-on wealth management, financial coaching, or one-time financial planning, you’ll find something to suit your needs.

VIEW SERVICES

STEP TWO:

Apply to work with us

Like what you see? Have questions and want to talk to a member of our team? We're currently accepting applications for new clients for our financial planning, financial coaching, and investment management programs!

APPLY HERE

STEP THREE: 

Book your free intro call

If we review your application and believe it might be a good fit to work together, we'll send you a link to book a free 20-minute intro call with a member of our team.

If we don't think we're the best fit to help you, we'll lovingly tell you that too--as well as recommend any other resources we can!

anti-capitalist financial planners

Ready to Take the Next Steps?

No matter where you are now, you can take control of your finances — and kick ass at managing your money. Find the service you need and let us help you nail your personal financial planning goals.

APPLY TO WORK WITH US

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