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Seth Scott
Founder of Heartwood Financial Planning, an advisory firm in Fresno, California. Specializes in financial planning for pastors and ministers, particularly regarding clergy housing allowance and church retirement plans.
Best podcasts with Seth Scott
Ranked by the Snipd community
Apr 8, 2025
• 1h 29min
Ep 432: Crafting ‘Input Deliverables’ That Show Financial Planning Value To Clients Without Creating Busy-work with Seth Scott
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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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