Scott Spann

Dr. Scott Spann, CFP® is a resident financial planner at Financial Finesse, the leading provider of unbiased workplace financial wellness programs.  His mission is to make financial education available to everyone, everywhere and he is passionate about helping others improve their sense of retirement preparedness. Scott and his colleagues at Financial Finesse believe that information on personal finance matters must be free of any conflict of interest in order to ensure people reach their most important personal financial life goals.

Experience

Scott is a Certified Financial Planner™ professional, researcher, author, and a member of the Think Tank at Financial Finesse. As an unbiased financial wellness planner he provides individual coaching, facilitates financial planning workshops and webinars, manages fact checking for their content library, and provides support for research reports on financial wellness topics.

Scott’s academic research has focused on topics related to retirement preparedness, financial wellness in the workplace, and the integration of money and life.  Scott has 16+ years of financial planning experience. He joined Financial Finesse in 2011 and prior to that owned a fee-only financial planning practice in Charleston, South Carolina where he currently lives.

Education

Scott holds a Ph.D. degree in Personal Financial Planning from Kansas State University.  He also obtained a B.S. in Psychology from The College of Charleston and an M.A. in Clinical Counseling from The Citadel. Scott earned the CFP® designation from the Certified Financial Planner Board of Standards in 2005.

Scott Spann

Each and every one of us has our own unique definition of retirement and needs a personalized financial plan to help successfully prepare for this important season of life (a.k.a. “financial independence”). The burden of saving for retirement has increasingly been placed on us as individuals and many potential obstacles exist along the journey.  No matter how near or far your retirement may be you need to understand how much to save, the best savings vehicles for your situation, and how to invest your money to fit your personality, need for risk, and time horizon. There is no one-size-fits-all solution for retirement and it’s up to you to understand how to make the most of your money today while also balancing the need to plan for and achieve a successful retirement.

The most successful retirees are not those who simply focused on leaving their working years behind. The happy and fulfilled retirees viewed their own retirement as a season of life they were moving towards rather than just a life goal of moving away from the workforce. Those thriving in retirement have found a true sense of meaning and purpose in life. They also made the transition work by striving to improve their overall financial wellness.

Live in the moment, plan for the future, and thrive as you seek as you seek a purpose greater than yourself.

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