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We’re so excited to welcome Chelsea Scomak, CFP® to the show! Chelsea is the CEO and advisor of Via Brio Advising and a Purse Strings Approved Professional. Her approach to financial planning is anything but ordinary. We love how she integrates personal coaching into her practice to help clients develop financial awareness and align their strategies with their lifestyle goals through highly personalized planning.

In our conversation, Chelsea shares some stories of women who have successfully transitioned from their 9-to-5 jobs to running their own businesses with her guidance. She also talks about her highly customized planning process that focuses on financial behaviors and strategic planning. Tune in as we chat about the importance of taking action in your financial life, building financial awareness, and the power of personalized planning!

Disclaimer:

Discussions in this show should not be construed as specific recommendations or investment advice. This case study was based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Via Brio and Cambridge are not affiliated.

Here’s some of what we discuss in this episode:

0:00 – Intro

2:00 – Transitioning from a 9-to-5 to entrepreneurship

9:04 – Financial planners vs financial advisors

11:33 – Chelsea’s customized, behavioral-focused planning process

25:57 – Putting yourself first and getting started

30:34 – Keeping clients engaged in financial planning

Learn more about Chelsea

“You’re a driven, entrepreneurial woman who has this dream of having your own business, building wealth outside your 9 to 5, or wanting to build something bigger than yourself, but continue to get stuck in financial overwhelm. I see you.

My mission is to provide driven, entrepreneurial women with high-quality financial planning advice in an innovative, upbeat, and flexible way that’s tailored to their lifestyle goals and helps them ditch money overwhelm and achieve financial security to create a legacy of financially empowered female business owners who empower their communities.

Different from the 60-year-old male advisor in the suit, my work combines human behavior, money mindset, and financial strategy to create a custom roadmap based on each client’s unique vision.”

Episodes Links

Chelsea on PurseStrings
https://pursestrings.co/professional/financial-planner/florida/bonita-springs/chelsea-scomak-cfp/

Via Brio
https://viabrioadvising.com/

Chelsea on Instagram: https://www.instagram.com/viabrioadvising/

Chelsea on LinkedIn:

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To learn more about money and access additional episodes, visit us online: https://pursestrings.co/