Emily Scott works with individuals and families to understand how their unique money stories impact every financial decision in their lives. With no assets under management, her skin in the game is for clients to gain clarity and peace of mind as it relates to their wealth. By collaborating with the professionals in their lives – wealth advisors, accountants, attorneys, financial planners –her clients identify and align their vision with strategies to advance their goals. 

“For all of us, part of our foundation is our money story which influences our beliefs and the choices we make. Do you know yours and its impact on your life?” - Emily Scott

As a confidential guide and thought partner, Emily addresses the issues and challenges of legacy planning, financial prioritization, and philanthropic choices, . Through a process of prosperity exploration and planning using The Power of AND, clients create a meaningful and impactful story about who they are and what they believe in, combined with their financial goals.

Emily’s guidance complements - not replaces - the roles of financial managers, accountants, and lawyers. She leverages her strong analytic and strategic skills to help clients align their financial and personal intentions. This coordination with other financial and legal professionals allows for a disciplined and creative approach to developing solutions and strategies uniquely personal to the client.

Living Your Legacy

Wrestling with end-of-life planning and decisions is not easy. Emily’s process for legacy exploration transforms what can be challenging into an experience of clarity, creativity, and comfort. The result is a legacy plan - planned giving that is uniquely yours. Emily helps her clients and their teams develop a legacy plan that is tied directly to their goals, values, and passions - a legacy plan that expresses who and what has made their lives worth living. 

Determining Your Philanthropic Values

Your philanthropic participation is 100% choice. Emily is a charity navigator, asking pertinent questions, learning about her client’s desires. What areas resonate with your life values and priorities? What brings you joy? How do you want to contribute?  What vehicles make sense for you and your family? Through the process of philanthropic direction, Emily helps people find fulfillment in their philanthropic choices. Her hands-on coaching guides clients through the choices and complexities of charitable contributions. 

Discovering Your Money Mindset

Understanding your personal capital and financial priorities can give you a clearer sense of your financial picture, whether you’re currently experiencing a major life transition, or simply want to take a more active role.  By demystifying the account reconciliation process, Emily is a financial coach, helping her clients to take control of their financial future, leading to sound mind considerations. There’s tremendous value, comfort, and control that comes with financial prioritization.

Workshops and Seminars

There is something about the power of learning together that can create insights you may not have had doing individual work. Emily’s transparency, keen interest in people, financial acumen, and unique listening skills offers groups the benefit of tackling sensitive topics such as money, legacy planning, death and dying with a safe and trusting environment. Group members learn more about themselves and their feelings about money, legacy, and philanthropy as Emily guides them through the Power of AND process.

"Partnering with Emily complements my role as a wealth manager. Her competence in managing the details of account reconciliation and the complexities of moving cash between hundreds of partnerships lets me focus my time on big-picture issues and provide a truly holistic wealth management approach for affluent clients."

– Erik Gulsrud
Managing Director, Pathstone Federal Street

“Emily Scott is both a coach and a mentor in the complex world of philanthropic planning.  She knows her business. I can’t think of a better thought partner and advisor.” 

 – Dr. Glen Galaich
Former Chief Executive Officer of The Philanthropy Workshop

"Emily's interest in people and what makes them tick is evident in her approach to her clients' needs.  Her high gain questions allow deeper feelings and thoughts to emerge.  Emily clearly follows her own philosophy, "come to the conversation curious," which makes any conversation more meaningful and more interesting. Her knowledge and non-judgmental approach takes that information and constructs next steps specifically designed for her client. She is very impressive."

– John W. Humphrey
Chairman, Humphrey Enterprises, LLC
Co-Founder, Former Chairman/CEO,
The Forum Corporation

"Emily has that special combination of insight, integrity, intelligence, and humor that makes her both helpful and a pleasure to work with.  I highly recommend her."

- Deb Wetherby
CEO, Wealth Manager, Shareholder, Wetherby Asset Management

"What sets Emily apart is that she is a philanthropist and has overseen tens of millions of dollars in philanthropic contributions where she was hands on in creating the strategy and charity selection. This appeals to gate keepers and makes an instant connection with clients."

– Nick Hodges
Senior Vice President & COO, Rockefeller Philanthropy Advisors

I am a retired estate planning attorney and recently hired Emily.  Although I have the legal and technical knowledge, Emily's personal experience in administering different types of charitable "vehicles" was incredibly helpful. She was a wonderful and supportive sounding board to help me clarify other estate planning issues, including my healthcare directive. I have watched many clients struggle with resolving personal estate planning issues and I wish there had been an "Emily" to whom I could have referred them.  

– Susan York Janin
Estate Lawyer and Client