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Remove financial worry and focus on your new family

A roadmap to a stress-free financial future for parents

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What Our Clients Says

Rachel K.

Scott Nelson has been a trusted partner for several years. Scott has worked with me through a divorce, remarriage, job changes, becoming an entrepreneur, and most importantly, guiding us after the birth of our son with his New Parent Guide. Scott is only a quick phone call away, but he also knows how to get ahead of the news, and I am regularly reassured when speaking with Scott. I know Scott invests my money the way he invests his own money, and I sleep well at night knowing he is looking after the future my family and I are creating. I want to highlight the New Parent Guide Scott provided us after the birth of our son. The information in the New Parent Guide was invaluable and allowed us to look at various opportunities and decide what would be the most impactful for our family, specifically our son, in the future. I often recommend Scott to friends and family and look forward to continuing our trusted partnership for many more years.

Daniel S

As an entrepreneur, I've had the privilege to work with many trusted partners over time. One such partner is Scott who has helped me through several years of changes including becoming a father and navigating life as new parents in our own way; it's not always clear-cut when you're figuring out what will make sense for your family - especially if they are still very much learning how things work around here! But luckily (and this isn't something people say often) he wrote The New Parent Roadmap and he saved me precious time to focus on the “fun stuff” and stop worrying so much!

Catherine B

Scott is such an invaluable resource for those of us who have been through the ringer with life. He's worked alongside me during some trying times, including when I was newly married and starting my own business--and he also helped guide us through planning for our newborn son! Scott knows what it takes to be successful as both entrepreneur AND parent; his New Parent Guide was an invaluable resource that allowed us not only talk openly about options but make informed decisions on which ones would best suit future goals while still being realistic enough so they're attainable within budget constraints or other limitations.

Bill W

We had to make so many decisions, and Scott not only knew what questions I wanted answered, but also made sure that all of my worries were taken care of. I would say I could sleep soundly, if only the baby would cooperate!

Sherri A

Scott has been a great resource for me and my family. He understands the financial world well, which is so important when you're first starting out as parents! We used his New Parent Roadmap to make sure we knew what decisions needed making before taking on this journey of parenthood

Julie R.

I met Scott while expecting our first child - he had an invaluable amount experience both being dad-of course but also a financial planer too; it really allowed him not only know everything there was about caring financially but understood what we were feeling,… His cheat sheet came at just the perfect time because paring down all these million details into something easy breezy.

Jason C

I met Scott when we were expecting our first child. He was able to use his experience as a father and a financial planner to make us feel comfortable with the thousands of decisions that we had to make. His New Parent Roadmap was a perfect summary of everything financial we need to know. He is our cheat code!

Don’t let financial planning be a stumbling block.

When you’re having a baby, money should be the last thing on your mind. Download our free financial planning roadmap that does the heavy lifting for you.

What do I get inside?

  • Free up your family time with a step-by-step guide that details how you can pursue your dream goals.
  • Remove the guesswork from planning with a checklist for critical financial decisions.
  • Secure your family’s future with the 15 key steps you need to take TODAY for a smooth ride
  • Learn more about each step with links to detailed resources.
  • Additional valuable resources over the next several weeks to destress parenting.
I want to organize my finances

Destress parenting. Save time.

Download our free financial planning roadmap that outlines the 15 steps you need to take TODAY to secure your family’s future.
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Investment Review

$500 - Available to DIY and DIWM subscribers (included with DIFM package)

An in-depth review of your current portfolio of investments, based on my proprietary Thrive Method, a program I’ve developed over decades of experience. You’ll receive a custom-generated list of suggestions, actions, and strategies to help maximize your investment and asset allocation. The review features a calculated risk analysis, current cost analysis, and investment performance analysis.

CFP Review

$750 - Available to DIY subscribers (included in other packages)

A one-page financial plan that not only contains information about your current situation but also provides insights to help guide future-focused strategies and decisions. Imagine taking tens if not hundreds of pages of financial data and distilling it into an actionable doctrine - this is the Thrive Certified Financial Planner Review.

Single Issue Plan

$250 Each - Available to DIY subscribers (included in other packages)

We create a customized, concise, and easily accessible plan to address a specific issue you’re concerned with and outline how to approach it. Some examples include college planning, pension options, retirement readiness, early retirement healthcare, social security, and many more!