About

Meet Megan Scipione

Hi, I’m Megan.

I teach clients how to organize their financial lives to reduce stress and build wealth. I am a guide and accountability partner who takes the mystery out of managing household finances. I do not sell investment products or insurance.

My money philosophy is based on 5 simple principles.

  1. Spend less than you earn

  2. Always have emergency savings

  3. Avoid (and pay off) consumer debt

  4. Build wealth with investments and real estate

  5. Use wealth protectors (insurance and expert advisors)

After a 20+ year career working in financial services, focused specifically on retirement, I am passionate about improving financial outcomes for individuals. With goals and a plan, anything is possible.

To learn about how I can help you optimize your household finances, schedule your Q&A call.

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