There is something about the power of learning together that can create insights you may not have had doing individual work. Emily Scott’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. To learn more, click here.

Illustration: Your Money Story

As someone once said, “Change happens to you or by you.” Either way, any change in your life can trigger emotions or feelings about money that can catch you off guard. Through the process of understanding your money story and how it influences your personal/professional decision-making, your relationships, and your communications, you will benefit from greater clarity and peace of mind.

“I have worked with Emily Scott individually, with colleagues, and have recommended her to several others. Emily was extremely helpful, accommodating, supportive, and transformational in her advice.  She has the perfect blend of expertise, experience, and empathy, which she employs to make anyone she is working with feel heard and seen.  Her listening skills and ability to process the nuances of a situation are fine-tuned from years of experience.  She often says, “vulnerability is a strength,” and she models that sentiment by her complete transparency.  I highly recommend Emily for individuals, couples, and groups who want to open the conversation about the human side of money.”     

- Krista L. Mitzel, Managing Partner The Mitzel Group, LLP

“Emily Scott led a workshop for my local networking group in Santa Rosa on ‘Your money Story’ and it was life changing for many in attendance. She is passionate about detangling the complex issues and challenges of legacy planning, financial prioritization and philanthropic choices. She was able to create a very trusting space where people were comfortable talking about very personal and challenging scenarios in their lives.

It should also be remembered that Emily does not manage assets in any shape or form, so she can be totally objective as she leads the discussion.   It gave the other attendees and me an entirely new perspective on wealth and the related emotions and concerns. I am sure for many it also gave them peace of mind.”  

-Nigel Hartley, Business Advisor, Shirlaws Group

“Emily Scott is an elegant speaker with a true command of her craft.  She blends her passion for philanthropy and values-based planning with excellent practical advice for her audience.  At our gathering, Emily led a skill building exercise for professional advisors in the community using “Go Wish” cards to allow for deep listening and sharing among the participants.  The feedback was overwhelmingly positive.  She is an excellent communicator and facilitator AND I highly recommend her for workshops that seek to transform one’s own experience and understanding of money, legacy and generosity.”

- Michael Crvarich, Vice President, Legacy & Principal Gifts, John Muir Health Foundation

“Emily Scott led a workshop for members of the Women's President's Organization on "Your Money Story,” a workshop experience aimed at discovering your own story and how it influences personal and business decisions we make throughout our lives.  Research shows the lack of confidence that many women have in discussing, managing and negotiating money. Emily presents the research so that it is accessible, enlightening and powerful. Her approach is a wonderful blend of personal transparency, financial acumen, and keen listening skills. Her unique perspective and personal stories create an environment in which the members were comfortable and secure in sharing and learning from their own stories.  I recommend Emily AND her workshop to other organizations whose members might benefit from greater clarity and peace of mind around money and their financial decisions.”

- Juli Betwee, Managing Partner, Pivot Point Partner