Through our Nimble Planning and Intentional Investing services, which may be provided in tandem or independently, we help business leaders and people addressing major transitions or life events (like retirement, divorce, the death of a loved-one, the sale of a property or the sale of a business) gain clarity and confidence, while saving time and making better financial or investment decisions.
Advosion is a virtual firm of complementary experts who all have decades of experience, led by Scott Pruski. By combining my insight and experience from guiding clients over three decades, with the expertise of various specialists who are available as needed, I will help you make the most of your time, skills, energy and money - for you and the people you care about.
Advosion is a virtual firm of complementary experts who all have decades of experience, led by Scott Pruski. By combining my insight and experience from guiding clients over three decades, with the expertise of various specialists who are available as needed, I will help you make the most of your time, skills, energy and money - for you and the people you care about.
Services
Nimble Planning is for people who want a Fiduciary and Advocate who serves as a Personal CFO (Chief Financial Officer) or Financial Project Manager. It is especially valuable for business leaders and people contemplating major transitions in life - like retirement, divorce, the death of a loved-one, the sale of a property or the sale of a business.
Intentional Investing is for people who want a Fiduciary and Advocate, who serves as a Personal CIO (Chief Investment Officer), to combine personal priorities and efficient strategies for desirable and dependable investment results. Intentional Investing may be provided in tandem or independently with Nimble Planning.
Dedicated, willing to lead and not afraid of hard work, I am a Fiduciary and Advocate for clients. I typically serve as a Personal CFO (Chief Financial Officer) or Financial Project Manager, solving problems and finding opportunities, to help people prosper through Nimble Planning and Intentional Investing.
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