Scott Grissom
Advisor at Socrates Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Socrates Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches.
As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals.
Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests.
My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank!
Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.
Flat: $1000 - $10000
Hourly: $200
Socrates Financial Planning
2024 - Present (2 years)
Savant Wealth Management
2023 - 2023 (1 year)
Fiduciary Financial Advisors
2022 - 2023 (1 year)
Henrickson Nauta Wealth Advisors
2021 - 2022 (1 year)
Grand Valley State University
1999 - 2025 (26 years)
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