Chelsea L. Scomak, CFP, BFA

Chelsea L. Scomak, CFP, BFA I guide driven, entrepreneurial women on ways to ditch money overwhelm and achieve financial security Via Brio and Cambridge are not affiliated.

My mission is to provide driven, entrepreneurial women high quality financial planning advice in an innovative, upbeat, and flexible way that's tailored to their lifestyle goals and helps them ditch money overwhelm and achieve financial security to create a legacy of financially empowered female business owners who empower their communities. Different from the 60 year old male advisor in the suit,

my work combines human behavior, money mindset, and financial strategy to create a custom roadmap based on each client's unique vision. I graduated from Shippensburg University with a degree in Finance and Personal Financial Planning. I am a CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor™, and I hold my FINRA Series 6, 7, 63, and 65 securities licenses, as well as my Life/Health/Annuities License. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

07/30/2026

I can't stop laughing at myself 😂🤣.

I hope your Thursday is finding you less heavy and awkward as that table!

Enjoy comedy with a message from your favorite financial advisor 😉.

📸 .fl

07/07/2026

One thing you may not know about me...

I'm all for getting down, dirty, and goofy on social media these days.

Not just because it's fun (although it absolutely is 😂), but because I've realized something:

People don't connect with perfect. They connect with people.

The polished advice matters. The expertise matters. But the laughs, the personality, the dog hair, the bloopers, and the moments that make us human? That's what builds trust.

If I'm asking my clients to be vulnerable enough to share their finances with me, I want them to know the real person they'll be working with.

So yes... you'll get financial planning. But you'll also get dancing trends, Koda cameos, questionable acting, and whatever chaotic idea my brain comes up with next.

Because your financial planner doesn't have to be boring. 😉

06/30/2026

HEY DOGS! IT’S KODA!! 🐾

MY MOM IS AN EN-TRE-PRE-NEUR (THAT WAS HARD TO SAY!!) AND SHE’S SUPER COOL.

I BET YOUR HUMAN IS SUPER COOL TOO!

THEY DO ALL THE TREATS AND WALKIES!

BUT SOMETIMES THEY LOOK STRESSED ABOUT MONEY STUFF, RIGHT?

MY MOM FIGURED OUT HOW TO FIX THAT! SHE MAKES MONEY LESS STRESSY SO THEY CAN FOCUS ON US!

SO BOOP YOUR HUMAN! TELL THEM TO TALK TO MY MOM!

OKAY, ZOOMIE TIME—BYE! 💨

OHHHHHHH WAIIIITTTT!! ASHLEE IS MY NEW FAVORITE HUMAN BECAUSE SHE GAVE ME TREATS AND MADE ME LOOK GOOD.

OKAY BYEEEEEE

I've watched brilliant women cry on our first call.Not from failure — from finally setting down something they'd been ca...
06/25/2026

I've watched brilliant women cry on our first call.

Not from failure — from finally setting down something they'd been carrying alone for a long time. Every money decision had been sitting on their shoulders, and not having a clear picture made it heavier than it needed to be.

So we start by actually looking. Getting the real picture on the table, so the vague late-night dread becomes something specific — and specific things can be decided. One decision at a time, until she's owning them instead of fearing them.

That's the part nobody talks about. It was never just about the money. It's who you become when you finally have clarity and a partner.

Does carrying it all alone sound familiar? Comment or send me a message — let's talk about what the work really looks like. 🌿

06/24/2026

No, cutting out coffee is not the plan. ☕

If skipping your latte is the single biggest move in your financial life, then the real conversation never happened.

The one about behavior. About where your money actually goes while you're white-knuckling one tiny line item that was never the problem.

Small sacrifices feel productive, but they rarely change anything.

You're building a business; coffee is the most popular fuel choice. The real shift is understanding why you spend the way you do, and building a plan around the human you actually are.

Keep the coffee. Change the patterns.

If that's the kind of conversation you've been wanting, the door's open. Clarity call in our bio.

You know in your gut this business is going to work. The numbers just haven't caught up yet.So you keep waiting to feel ...
06/23/2026

You know in your gut this business is going to work. The numbers just haven't caught up yet.

So you keep waiting to feel "ready" before you let anyone look at the whole picture with you. Ready when revenue is higher. Ready when the debt is gone. Ready when it feels like the kind of business that "needs" a plan.

But here's what I've noticed: the women who plan while they're still building are the ones who make their next moves with clarity instead of crossed fingers. A plan won't manufacture the growth — but it changes how steady you feel walking toward it.

Have you been waiting to feel "ready"? Tell me below — or send me a message. Let's talk. 🌿

Every dollar your business earns can have a job. Most entrepreneurs have just never been shown how to assign them.Some p...
06/18/2026

Every dollar your business earns can have a job. Most entrepreneurs have just never been shown how to assign them.

Some pay down debt. Some fuel growth. Some build the cushion that means you're never deciding from a place of fear.

There's no magic percentage here — anyone who hands you a one-size-fits-all formula is guessing at your life. The point isn't a rigid rule; it's intention. Knowing what each dollar is for is what takes money from murky to manageable.

Which "job" is hardest for you to fund right now? Tell me below — or send me a message. 🌿

"Should I invest while I still have debt?"Some people say pay off everything first. Some say invest immediately.Most ent...
06/16/2026

"Should I invest while I still have debt?"

Some people say pay off everything first. Some say invest immediately.

Most entrepreneurs are stuck somewhere in the middle, making the call from a place of fear or guilt — because no one's helping them think it through in the context of their whole financial life.

Here's the part nobody told you: it doesn't have to be either/or. A real plan can let you pay down debt and keep building — at a ratio that fits your actual numbers, not someone else's rulebook.

Want to think this through together — both the numbers and the feelings underneath them?

Comment or send me a message and let's talk. 🌿

When you don't have a plan, every dollar decision becomes a guess.Should this go to savings or back into the business? P...
06/11/2026

When you don't have a plan, every dollar decision becomes a guess.

Should this go to savings or back into the business? Pay yourself or wait?

Most successful founders are answering on gut and vibes — not because they're careless, but because no one ever handed them a framework. So the money sits. Or moves on a hunch. And the second-guessing never quite stops.

Clarity isn't about having more money. It's about knowing what every dollar is for — so the guessing stops and the decisions get lighter.

What's the money decision you keep second-guessing? Drop it below or send me a message — let's talk it through. 🌿

"This should feel better than it does."It's one of the most common things I hear from women whose businesses are genuine...
06/09/2026

"This should feel better than it does."

It's one of the most common things I hear from women whose businesses are genuinely doing well. The numbers are good. Growing, even. But you look at them and something still feels… off. Messy. Like there's a piece you can't quite name.

Here's what I want you to know: you're not missing discipline. You're missing a strategy that finally caught up to how much you've grown.

That's not a problem moment. That's the moment the good work begins.

If that quiet "this should feel better" thought just hit home, send me a message or drop a comment — I'd love to talk it through with you. 🌿

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5216 Summerlin Commons Boulevard
Fort Myers, FL
33907

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