YOUR LIFE & BUSINESS
AREN’T COOKIE CUTTER
YOUR FINANCIAL PLAN SHOULDN’T BE EITHER.
HEY THERE!
I’m Chelsea, I’m a Dog Mom, a coffee addict, a beach lover, and I just so happen to be the CEO and advisor/coach of Via Brio.
Emotional Projector 4/6
Kolbe 4-4-7-5
Enneagram 3w2
Leo
I KNOW IT
but being a woman in an old white male dominated industry hasn’t been the best time. My journey, although tough, has been a blessing since I have been able to curate a financial planning practice and coaching practice centered around what my clients need.
MIGHT BE HARD TO BELIEVE,
As a Via Brio client, I’m your partner when it comes to your business and personal finances so you can relax. This gives you space to be honest, to be yourself, swear, laugh, cry, and not be judged at any point in the process. I will be there every step of the way… I guess that part is really optional, but you get the gist.
A PARTNER
YOU DESERVE A FINANCIAL ADVISOR THAT ALLOWS FOR
INNOVATION, FLEXIBILITY, AND ELEVATION OF YOUR LIFESTYLE.
I’M HERE TO HELP WITH THAT.
Life and business today are no longer traditional in nature, so you shouldn’t have the same exact financial plan as everyone else around you and definitely not the plan that our parents had at our age.
SERVICES
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.
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. Is this you? Let’s create your roadmap together!