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Skills

  • Financial Analysis
  • Financial Planning
  • Planning
  • Clu
  • Budgeting
  • Collections
  • Cover Art
  • Financial Plan
  • Insurance Consulting
  • Life Insurance
  • Minimalist Design
  • Phone Support
  • Proposal Writing
  • Purchasing Management
  • Review Writing

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Services

  • 1 on 1 Financial Coaching

    $5/hr Starting at $750 Ongoing

    Dedicated Resource

    Achieve a balanced financial state with minimal stress We will cover everything from your budget, investment allocation, saving goals, debt reduction to retirement plans Scott Birmingham, CFP, ChFC, CLU,...

    CluCollectionsCover ArtFinancial AnalysisFinancial Plan

  • Life Insurance Planning

    $5/hr Starting at $150 Ongoing

    Dedicated Resource

    If you ask your Life Insurance agent how much insurance you need, can you really expect a conservative answer? So we will help you calculate what your family would need should you or your spouse pass...

    Insurance ConsultingLife InsurancePlanning

  • 2nd Opinion On Your Financial Plan

    $5/hr Starting at $250 Ongoing

    Dedicated Resource

    After an initial call to discuss the service and your situation, I will review your existing plan. Scott Birmingham, CFP, ChFC, CLU, CAP with newly 20 years providing financial advice to clients.

    CluFinancial AnalysisFinancial PlanningPhone SupportPlanning

  • Prepare You For A Home Purchase

    $5/hr Starting at $200 Ongoing

    Dedicated Resource

    You need to have your Financial House in order and a solid grasp of your expenses now and any possible increases with a new Home Purchase. Scott Birmingham, CFP, ChFC, CLU, CAP with newly 20 years providing...

    BudgetingFinancial AnalysisFinancial PlanningPurchasing Management

About

No Products, No Sales,No Commissions, ..........No Kidding

I grew up in the Boston area and decided to get into the Financial Services industry 19 years ago. My grandfather left me an individual stock when he passed. What do I do with that, I thought to myself? I don’t know anything about the stock market.

My father said I should sell it and buy mutual funds. Not knowing what that was I started reading up and haven’t stopped reading since.

I have acquired the highest credentials in the industry and worked for some the highest rated companies.

CFP®, ChFC, CLU, CAP

Work Terms

I work with my clients virtually.