DISCIPLINE = FREEDOM
Who does FSA Next serve?
FSA Next is for younger families and individuals who are looking for help with investing and planning for the future. The typical Nexter’s primary goal is accumulating assets, with an emphasis on the following:
- Growth-Focused Investing
- Paying Down Student Loans and Other Debt
- Cash Flow/Budget Planning
- Survivor Needs Analysis
- Planning for Children’s Education
- Basic Tax and Estate Planning
Who is the FSA Next team?
Kim Scott, CFP®
Kim provides financial planning and advising services.
She actively participates in pro bono work and enjoys spending her time mentoring financial planning students from her alma mater. In her spare time, Kim is an avid outdoor enthusiast and also enjoys running, playing volleyball, exercising, and traveling.
Brooke Wano, CFP®, CLU®
Brooke provides financial planning and advising services.
As a CERTIFIED FINANCIAL PLANNER™ professional, Brooke strives to utilize her knowledge to help clients achieve financial freedom through proper planning, saving, and investing.
Outside of FSA, Brooke is an after-school tutor for elementary and middle school children. She also is an avid real estate investor. In her spare time, Brooke enjoys reading, playing volleyball, and spending time with family — especially with her two Labrador retrievers, Duncan and Parker.