Meet Emily Scott
Emily Scott collaborates with individuals and families, and their professional advisors – wealth managers, accountants, attorneys, financial planners – to help align their goals with strategies to advance their passions.
What is the Power of AND?
Emily Scott started Emily Scott AND to fill the void of merging the technical side of money with the human side of money, especially during transition. She describes her role as a financial navigator and thinking partner for her clients in the issues and challenges of legacy planning, financial prioritization, and philanthropic choices, using a process Emily calls The Power of AND. She collaborates with other professionals to align core competencies for a robust client offering. Through direct experience with clients, she has created a process that allows individuals, couples and families to promote their values and priorities and capitalize on their investments. Through prosperity exploration and planning using The Power of AND, clients gain tools to craft a profound story about who they are, aligning their deepest values with their financial priorities. Emily helps her clients build a resilient foundation that includes greater insight into their hearts, expanding clarity and comfort around legacy goals.
"When you combine your principles AND your passions, you can be transformed."
- 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 fiscal 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.
Wrestling with end-of-life 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 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 that expresses who and what has made their lives worth living.
Your philanthropy is 100% choice. What areas resonate with your values and principles? What brings you joy? How do you want to help? 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 giving.
Understanding your financial priorities can give you a clearer sense of your financial picture, whether you’re currently experiencing a major life transition, simply want to take a more active role in managing, and/or understanding your finances. By demystifying the account reconciliation process, Emily helps her clients to take control of their financial future. There’s tremendous value, comfort, and control that comes with financial prioritization.
What people say about Emily Scott
"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