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certified YNAB coach

Scott Stillman

I am YOUR Financial Coach. From Budgeting and Investments to Insurance and Planning, talk to me for help charting your financial path. I own a Financial Planning Practice with 20+ years of helping people fight off the pirates and weather the storms in their financial life.

My Background

Scott is founder/owner of a Financial Planning Firm w/LPL Financial. Scott started in the industry in 2000 and holds two advanced designations:

CFP®. As a Certified Financial Planner™ Scott specializes in retirement planning and comprehensive wealth management for a select group of families, individuals, and businesses.

CLU®. A Chartered Life Underwriter provides the deepest education in advanced insurance planning in the profession.

Scott is K-1 Class of ’94 Texas A&M University & US Army Combat Engineer. Scott is past President and Board @ Seabrook Rotary Club,  a Board Member for CLACC & CCEF. Scott & wife Jennifer enjoy boating, sailing, and traveling.

Why Work with Me

I know what it's like to make a lot of money and not have any...
I know what it's like to not have any money...
and everywhere in between.

If your not happy with the direction of your life, change it. I can help.

Why I Coach

My Core values are Financial Security and Community. You don't get a core value of Financial Security unless you've been "not eating poor". Having to make the decision to pay for a roof or food.

25 years ago we turned our life around, then turned it into a career. I get a lot of joy helping others help themselves.

Focus Areas

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YNAB Certified Coaches have completed an intensive training program but are not employed by YNAB. Pricing is determined individually by each coach.
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Company
Scott Stillman
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Location
Clear Lake, Texas, United States
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Meeting Options
Remote & In-Person
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Language
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YNAB Certified Since
November 2022
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