Ever wonder what makes a financial advisor different than the rest? It's attitude, pesonality and knowledge. All 3 of those things you will find with Chelsea Scomak on this episode. She is a ball of energy which, if you know her, she uses in her industry to make a difference in peoples lives. She also is launching a new business to be featured in another episode. In this episode we will discuss her passions for life, business and BOWLING! Don't worry, we don't actually discuss bowling until the end of the episode, though you may want to listen because we have some good laughs about it.
Chelseas vision for her clients is to provide the best client experience possible. By focusing on addressing financial behaviors during the financial planning process, she helps her clients break the habit loops they are in so they can reach their goals and follow through with the recommendations from the financial plan. Chelsea believes that in order to achieve your ideal financial freedom you have to start with awareness and clarity, and then you need a customized plan to help get you there.
