Financial Advisor Success Ep 432: Crafting ‘Input Deliverables’ That Show Financial Planning Value To Clients Without Creating Busy-work with Seth Scott
Apr 8, 2025
Seth Scott, founder of Heartwood Financial Planning, specializes in financial services for pastors. He introduces a unique 'input deliverable' simplifying tax planning, saving time while building client trust. Seth discusses the complexities of clergy housing allowances and offers accessible tools for financial planning, such as Excel and Google Sheets. He shares insights on his transition from real estate to financial planning, emphasizing the importance of niche services for churches and how faith plays a vital role in his professional journey.
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Input vs. Output Deliverables
- Seth Scott distinguishes between "output deliverables" and "input deliverables".
- Output deliverables provide client-specific information, while input deliverables are reusable tools.
Housing Allowance Tool
- Seth Scott created a spreadsheet tool to help pastors calculate their tax-exempt housing allowance.
- This tool simplifies a complex tax benefit unique to clergy.
Actionable Deliverables
- Include templated request letters and board resolutions in your deliverable.
- This helps clients take immediate action based on the tool's output.