Feb 28 : Written by 404EthanNotFound
Financial Planning Made Easy: Zachary Scott, CFP®
Managing money can be a headache. Balancing the stress of the ever-changing economic landscape is difficult. Striving not just to make ends meet but to have some more left over is even tougher. My financial advisor, Zack Scott helps me in this endeavor.
As someone who makes excessively medium amounts of money, it is important for me that I utilize every dollar to its fullest potential. Zack excels at making this a reality. A top-rated financial advisor in the DMV area, Zack will work with you to make a custom financial plan that achieves your goals and helps ease the stress of wondering if you are using funds effectively. I have used Zack’s services for years now and I cannot recommend him enough. Some of the things I have worked on with him so far include a robust emergency fund, finding the best insurance offerings, optimizing my credit cards, even setting up retirement funds. Zack takes my input in any decision or recommendation and I always feel heard. I make it a point of business to trust the experts (whether this be in researching things for other portions of this site or learning a new skill) and Zack is an expert. I leave our meetings with a clear plan of what to do (my homework assignments) and with my questions answered. In any instances where Zack needs an outside expert opinion, he connects you with the folks who know the answers. His services are priced according to your financial plan. Frankly, I feel that pricing for my plan has always been a value proposition!
Zack Scott is a stellar financial advisor, and a great friend. Should you wish to get in contact with him and explore some financial planning, give him an email at zscott@castellanfg.com and tell him Ethan sent ya!*
*I do not receive any commission or financial gain from this recommendation in any way. Happy saving!
Zachary Scott, CFP®
President & CERTIFIED FINANCIAL PLANNER™
Castellan Financial Group, LLC