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If I Had Only Known

Checklist and Guidance Before and After A Loved One Dies


A quick note to say thank you...

I've always been obsessed with increasing financial literacy and am fortunate to have collaborated with Jen Borislow and Melissa Marrama on authoring a book with that exact goal. If I Had Only Known was inspired by our cumulative experience and numerous client stories. The response we have received from people of all ages has been tremendous and we are incredible proud the impact this guidebook has already had for our clients. Thank you for taking a sincere interest in your financial future and for working towards leaving the gift of having your wishes known and your puzzle-pieces in order for your loved ones.

Be well!

Michaela F. Scott


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How To Pass On Your Financial Values to the Next Generation

In the next two or three decades, it is expected that a great wealth transfer will occur. No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.

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How to Protect Your Personal Financial Information

There are various ways that you can safeguard your personal financial information to prevent it from falling into the wrong hands. Consider these seven protective measures to caution yourself against any theft or malicious use of your financial information.

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