Scott Newhouse, CFP®
Financial planning for millennials and young professionals
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Serving Clients Nationwide
Financial planning for millennials and young professionals
Areas of Focus
- Emergency Savings
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Scott Newhouse, CFP®
Hi there! I'm Scott Newhouse, and I help people retire comfortably with all the money they need without having to sacrifice their current lifestyle.When I was a college student, I thought my finances were on solid footing. Sure, I used a credit card. But I always paid. Every month, without fail. So what was my error? I was only paying the minimum payment (insert your best Homer Simpson DOH!). I still remember driving back to school, completely dumbfounded, after my dad gently corrected my error.
I thought I was nailing it. How could I have been so wrong?
I never looked at personal finances the same again. It launched my interest in learning everything I could about personal finances, driving me to where I am today, dedicated to helping clients confidently make the best financial choices.
I show up every day ready to create clarity and build your future.
BEYOND THE NUMBERS
I enjoy taking on the adventure of lifestyle challenges. I’ve taken vows of poverty, I’ve lived on $7K/year to volunteer for Habitat for Humanity, and spent months camping and traveling the country.
I won’t make you do that, I promise. But for me, the challenge of living free from “things” helps me focus. It helps me put spend my money in line with my values.
I enjoy hiking and reading. My friends and I have a presidential biography book club, we’re up to Andrew Jackson, with James Madison: A Biography coming in as my favorite one so far. If you’re looking for a good read, you could also try American Sphinx by Joseph Ellis about the life of Thomas Jefferson.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
Tucson, AZ 85716
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Forthright Finances LLC
Forthright Finances offers young professionals financial planning advice, investment management, tax mitigation strategies so that they can live their best life, knowing that we are taking care of all the details.OUR GOAL:
To help you build your wealth wisely while still enjoying your life (and lattes) today
WE HELP YOU ANSWER THESE QUESTIONS (& MORE):
• How much do I need to save to be financially independent (i.e., retired)?
• Do I have the right investments?
• How do I prioritize all the financial things I have going on?
• What should I select for my 401K investments?
• What do I need to do to create a proper Estate Plan?
• Am I taking full advantage of my employee benefits?
• Is there anything I can do to lower my taxes, now or in the future?
• Will my family be okay if something terrible happens to me?
• Is my emergency fund adequate?
• Is my spending aligned with my goals?
GETTING STARTED
The starting point in our work will be creating your overall financial plan, or what we call our Wealth Builder Blueprint. This Blueprint will be the guide for all other decisions that we make. However, as your life changes, as tax laws change, as the financial markets change, it is inevitable that your financial plan will change as well.
Our services are designed so that we are your trusted advisor to work with you through any and all changes in your financial life.
To learn more and get started, visit our website.
Education
University of Southern California, Bachelor of Arts (B.A.), Political Science and Government | Princeton Theological Seminary, Master of Divinity - MDiv, Religion/Religious Studies
Hobbies and Interests
- Hiking
- Reading
SEC Lookup
View DisclosureWho We Serve
- Dual Income Family
- Gen Y / Millennials
- Gen Z
- Parents
- Young Families
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