Scott Haley, CFP®, EA Prelude Financial, LLC

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About Scott Haley, CFP®, EA

My name is Scott Haley and I’m the founder of Prelude Financial, LLC. I help motivated individuals and families connect with their dreams to create a financial plan and show them how to live the life they love.

As a Certified Financial Planner™ (CFP®), it is my mission to help you create a financial plan as unique as yourself to help you accomplish your goals and dreams.Through personalized financial coaching and investment guidance, I help you organize your finances, set goals that matter to you, save and invest for your future, and take action.

I love teaching others how to use money as a tool. A strong financial foundation and personalized strategy for the future can provide you with a sense of freedom. Rather than simply viewing “more money” as the ultimate goal, I help you set up a plan so you can use your money to help you achieve whatever it is you want in life.

After working in the financial services industry for several years, I founded Prelude Financial to help hard working individuals and families navigate the personal finance landscape. It’s not about whether or not you have a million dollars to invest right now. You deserve professional advice to help you reach that milestone. My job is to provide you with the guidance you need to achieve your version of financial success.

I earned my undergraduate degree in finance with a minor study in economics from The University of Akron and strongly believe in educating younger generations about money and business. In my free time, I enjoy mentoring high school and early college students to help them understand what life is like once they are out of school working in their first professional position.

 

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Ideal Clients

  • Baby Boomers
  • Divorcees
  • Entrepreneurs
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo + $750 upfront
  • Hourly Fee: $200/hr
  • AUM: 1%

SEC Records

States Registered

  • Ohio

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