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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.

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Apr 8, 2025 • 1h 29min

Ep 432: Crafting ‘Input Deliverables’ That Show Financial Planning Value To Clients Without Creating Busy-work with Seth Scott

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.