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.

Should I hire? Pay myself more? Switch to an S-Corp? Pay down debt or invest?Most founders make every one of these calls...
06/02/2026

Should I hire? Pay myself more? Switch to an S-Corp? Pay down debt or invest?

Most founders make every one of these calls alone. And it's the alone that wears you down — the weight of "what if I get it wrong" with no one to think it through with. It follows you into the shower, onto the pillow, through the supposed-to-be-relaxing weekend.

Here's the truth: it was never the decisions that were too heavy. It was carrying them by yourself.

Which of these are you sitting with right now? Drop it in the comments, or send me a message — let's think it through together. 🌿

One thing people don’t talk about enough in entrepreneurship is how much financial pressure can quietly land on one pers...
05/22/2026

One thing people don’t talk about enough in entrepreneurship is how much financial pressure can quietly land on one person in the relationship.

Especially when one spouse owns the business and the other works a more traditional job.
Because now the business owner is not just thinking about revenue.

They’re thinking about retirement planning, tax strategy, investing, insurance, cash flow, risk, and how every decision impacts their family as a whole.

That’s a heavy mental load to carry alone.

Most entrepreneurial couples don’t need more random financial opinions from the internet.

They need real conversations, strategic planning, and someone who can help them look at the full picture together.

If you’ve been trying to navigate all of this on your own, book a connection call. Let’s build a strategy that supports both your business and your life!

As the tax season comes to a close, I see a lot of anxiety framed as urgency.But filing taxes is about reporting what al...
04/24/2026

As the tax season comes to a close, I see a lot of anxiety framed as urgency.
But filing taxes is about reporting what already happened.
Planning is about deciding what happens next, with intention, clarity, and time.

That distinction matters more than any deduction.

It’s also why I don’t rush decisions just because the calendar says so!

Book a connection call today by clicking the link in my bio and let's get ahead for next tax season!

Most people don’t need a new plan. They need a place to think, adjust, and recalibrate as life evolves.That’s what ongoi...
04/21/2026

Most people don’t need a new plan. They need a place to think, adjust, and recalibrate as life evolves.

That’s what ongoing planning is actually for.
Not urgency.
Not perfection.
Just clarity over time.

Visit the link in my bio to book a connection call today and let's chat!

04/06/2026

Some people have a financial planner.
My clients have someone who is genuinely unhinged about their progress.

The decision you brushed off? I clocked it.
The client you signed? I screamed.
The price you finally raised? We're not moving on until you feel how big of a deal that is.

This is what happens when financial planning meets behavioral work, human design, and someone who actually understands what it takes to build a business that fits your life.

We don't just build wealth here. We build momentum.

You know what’s wild?She didn’t come to me saying,“Help me leave my job and build multiple businesses.”She came asking a...
03/23/2026

You know what’s wild?

She didn’t come to me saying,
“Help me leave my job and build multiple businesses.”

She came asking about life insurance.

Most women don’t walk in saying,
“I want to redesign my life.”
They walk in saying,
“Can you look at this policy?”

Underneath that is usually:
• I feel capped
• I feel restless
• I’m scared to lose stability
• I don’t trust myself yet

Financial planning isn’t about products.

It’s about giving you the clarity to make bold moves without blowing up your life.

And no, this isn’t a “quit your job tomorrow” story.
It’s a “build your runway before you leap” story.

And that changes everything.

There’s nothing wrong with budgeting.But if you’re earning well and still feeling overwhelmed, the issue usually isn’t d...
03/20/2026

There’s nothing wrong with budgeting.

But if you’re earning well and still feeling overwhelmed, the issue usually isn’t discipline.

It’s that you’re trying to solve a systemic problem with surface-level tools.

My work is designed for people who want this handled, not managed. That distinction matters.

Visit the link in my bio to book a discovery call and discuss what this could look like for you!

A lot of people hesitate to reach out because they’re trying to decideif they’re “ready enough.”Readiness isn’t about pe...
02/16/2026

A lot of people hesitate to reach out because they’re trying to decide
if they’re “ready enough.”

Readiness isn’t about perfection or having every detail lined up.
It’s about being willing to hand this over
and let it be done thoughtfully.

MAP is designed for people who want this area of their life
to feel steady, supported, and clear... long term.

If you recognize yourself here, the discovery call is simply the next step to explore what that could look like.

MAP stands for Money Alignment Partnership, and that word partnership matters.This work isn’t built around a single goal...
02/09/2026

MAP stands for Money Alignment Partnership, and that word partnership matters.

This work isn’t built around a single goal or transaction.

It’s built to support the full arc of your life: growth, change, complexity, and everything in between.

You don’t need a new advisor for every chapter. You need someone who understands the whole story.

MAP stands for Money Alignment Partnership, and the partnership part matters.This framework exists so: - investments mak...
02/06/2026

MAP stands for Money Alignment Partnership, and the partnership part matters.

This framework exists so:

- investments make sense
- tax planning isn’t reactive
- protection evolves with your life
- and decisions don’t have to be re-made every year.

This is planning that’s built to last.

Address

3620 Colonial Boulevard Suite 150
Fort Myers, FL
33966

Website

Alerts

Be the first to know and let us send you an email when Chelsea L. Scomak, CFP, BFA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category