HIGH QUALITY

FINANCIAL ADVICE

TAILORED TO YOUR LIFESTYLE AND GOALS.

Financial Advisor and Coach Chelsea Scomack

LESS STRESS - MORE CLARITY & EASE

YOUR TRUSTED  ADVISOR  FOR

THE ENTREPRENEURIAL WOMAN

WHO WANTS A NON-TRADITIONAL LIFE.

It's possible for driven, entrepreneurial women to ditch money anxiety and gain financial security without giving up their ideal lifestyle or compromising business goals.

AIMING TO EMPOWER ENTREPRENEURIAL WOMEN TO:

TAKE THE STRESS OUT OF FINANCES & TRANSFORMING DREAMS INTO REALITY.


SERVICES

notepads and pen on a blue desktop

INVESTMENT

MANAGEMENT &

INSURANCE

SOLUTIONS

Don’t worry you don’t have to work with your parents’ advisor. We can handle any solution your financial dreams require. If we can’t, I’ll refer you to a strategic partner who can.

ipad sitting on blue calendars for Via Brio

ADVISOR

COACHING

I see you, advice-driven financial advisor. Want to add more value, charge for advice, and actually have a lifestyle and a practice? My coaching services have you covered. Let’s connect!

COMPREHENSIVE

FINANCIAL

PLANNING

Money Alignment Partnership: This 6 month partnership is for entrepreneurial women who have multiple BIG goals, have a love/hate relationship with money, and want support figuring out how to get from A to B. Let’s create your roadmap together.

WHY VIA BRIO?


Via Brio was generated out of years of working with clients that had traumatic stories with the financial services industry; feeling misunderstood, not heard, nor seen; or even not really sure where to go to receive advice without having an ultra high net worth. Don’t even get me started with my own journey in this industry…

Financial Advisor and Coach Chelsea Scomack

“Being on an entrepreneurial journey is hard enough as it is, so not having the right support, especially financially, is out of the question.”

The processes we have in place allow for us to get to know you so well, that it may be scary how well we know you, allowing us to be your quarterback. To keep an eye on your metrics, to outsource to other right-fit strategic partners you may need, to pivot the plan when needed, and to make sure everyone’s on the same page as you continue to move forward to make some big touchdowns.

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