It’s time to start kicking ass at managing your money
Holistic financial planning and coaching for young professionals and LGBTQ+ folks ready to make sense of their finances and build wealth for the future.
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Maybe you’ve seen us here?
Reaching your financial goals starts here
We offer financial planning for business owners, young professionals, and queer folks in every sense. We understand the money challenges that can come up whether you’re LGBTQ+, polyamorous, non-binary, or otherwise under-represented in this space. And we’re here for YOU.
Which of these do you need support with?
Bookkeeping
Services
for busy
service providers &
entrepreneurs
Small business coaching and bookkeeping services to help you build a thriving, profitable business
Permission to Dream:
Personalized Retirement Strategy
for DIYers who want to optimize their path to retirement
Expert retirement planning to give you confidence you’re building toward the future you want
Thrive With Money:
6-Month Coaching Program
for folks who are ready to STOP defining themselves as “bad with money”
A program that meets you where you are, helps you ditch shame and overwhelm, and finally get good with money
Ultimate Abundance Overhaul: Comprehensive Financial Plan
for anyone craving a holistic approach to balance multiple financial goals
Our most comprehensive program sets you up with a sturdy yet adaptable financial plan to weather all of life’s curveballs
Hey, we’re the Young & Scrappy team!
We’re not your typical fiNancial advisors
You can probably tell that at Young & Scrappy, we do things a wee bit differently. As such, here’s our promise to you:
- We’re anti-capitalist financial planners who put your best interests first.
- We don’t sell you shit you don’t need.
- We meet you where you’re at and respect your journey.
- As LGBTQ+ (Michelle!) and BIPOC (Oriana!) money nerds, we serve all genders, all relationship styles, all races, all humans with love and open-mindedness.
What’s it like to work with us?
Scope out the services
Read more about our programs and services and decide which works best for you. Whether you’re looking for LGBT wealth management, bookkeeping, financial coaching, or retirement planning, you’ll find something to suit your needs.
Take the next step
Each service page gives you options for next steps. If you already know you want to book a service, you can head straight to checkout, and jumpstart our work together! If you have a question, you’re welcome to book a call with us first.
Get started!
After you’ve signed up, we bring you through a simple onboarding process and start working toward your financial goals together! You’re supported from start to finish, and we’ll make sure you’re set up for success at the end of your program.
Ready to Feel Good About Your Money?
No matter where you are now, you can take control of your finances — and kick ass at managing your money. Find the service you need and let us help you nail your personal financial planning goals.
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