Education-Only Coaching
Before you need a wealth manager you need a system.
Most people are never taught how the financial game is played. The traditional industry is built for people who already have massive portfolios, but who helps you to actually get there? That is exactly what I do. I provide Education-Only coaching to build your automated systems, teach you the rules, and give you total control of your money today.
The foundation of financial success isn't just a portfolio.
I’m Marcus Scott, CFP®. Throughout my career in the financial industry, I realized a massive gap exists: the everyday professional and the hard-working solopreneur are completely underserved by traditional firms.The truth is, when you aren't at a certain asset level, it is hard for those firms to deliver quality advice at a reasonable price. But the true foundation of financial planning isn't just picking investments. It is behavioral psychology, financial education, clear goal setting, and consistent implementation.I built Day 1 Financial Coaching to close that gap. I provide pure, Education-Only consulting. I don’t manage your assets or sell products. I act as your personal systems engineer and educator to help eliminate the friction in your daily finances and give you your peace of mind back.
The Personal Blueprint
Designed for hardworking individuals and families who earn a solid W-2 salary but still feel completely underwater. You don’t need more willpower or a more restrictive budget—you need a financial engine built to handle the pressure.
$250
(Requires $100 initial deposit to commence build; $150 final balance prior to delivery)
The Diagnostic: Deep-dive review of your cash flow, credit health, and current debt structure.
The Architecture: Your custom, executable Cash-Flow & Debt Blueprint.
The Engine: Step-by-step banking automation and rules setup.
The Education: Plain-English review of your workplace benefits to maximize your employer match and hidden perks.
The Handoff: One 60-minute virtual session to launch the system.
Solopreneur
Designed for sole proprietors and single-member LLCs who are getting their business off the ground, but need help permanently separating their business finances from their personal life.
$750
(Requires $250 initial deposit to commence build; $500 final balance prior to delivery)
The Diagnostic: Complete separation of your business and personal cash flow.
The Architecture: Your custom Corporate Bank Blueprint.
The Engine: Automated routing rules for operating expenses, owner's pay, and tax savings.
The Infrastructure: Step-by-step assistance with custom domain purchasing and professional business email setup.
The Handoff: One 60-minute virtual session to guide your implementation.
Beyond the Blueprint: Ongoing Maintenance
The Blueprint builds the engine, but sometimes you need a systems engineer to help you keep it running. For clients who want ongoing accountability, asynchronous system support, and behavioral check-ins to ensure lifestyle creep doesn't return, I offer limited-availability monthly retainers exclusively for Blueprint graduates:The Personal Guardrail ($50/mo): Monthly check-ins and routing adjustments for W-2 earners.The Fractional CFO ($250/mo): Active tax-bucket monitoring and asynchronous financial logic for business owners
Two Unyielding Standards.
The Professional Standard
As a CERTIFIED FINANCIAL PLANNER™ professional, I am bound by a strict code of ethics. Even in an Education-Only capacity, I operate with total transparency. I do not sell financial products, insurance policies, or manage assets. My only incentive is building an automated system that gives you clarity and control.
The Zero Footprint Policy
Traditional financial firms hoard your personal data for years. I view your raw data as a liability, not an asset. Exactly 30 days after your final Blueprint is delivered, every bank statement, debt profile, and financial document you uploaded is permanently and irreversibly purged from my encrypted servers. You keep the architecture. I keep zero data.
Make today Day 1 of total financial control.
Get the blueprint, learn the rules, and finally get your peace of mind back.
© 2026 Day 1 Financial Coaching. Marcus Scott is a CERTIFIED FINANCIAL PLANNER™ professional. All services provided are strictly for educational and coaching purposes. Day 1 Financial Coaching is not a Registered Investment Advisor (RIA) or a CPA firm. We do not sell financial products, manage assets, or provide formal tax or legal advice. Implementing any financial architecture is the sole responsibility of the client.
1. TERMS OF SERVICE
Nature of Services: Day 1 Financial Coaching provides purely educational, logic-based financial consulting. Marcus Scott is a CERTIFIED FINANCIAL PLANNER™ professional, but Day 1 Financial Coaching is not a Registered Investment Advisor (RIA), a broker-dealer, or a CPA firm.
No Fiduciary Investment Advice: We do not sell financial products, manage assets, take custody of client funds, or provide specific investment recommendations (e.g., buying or selling specific securities).
No Tax or Legal Advice: While we assist with cash-flow routing and building tax-reserve buckets, we do not provide formal tax preparation, tax filing, or legal advice.
Client Responsibility: The Blueprints provided are architectural frameworks. The client is solely responsible for logging into their own financial institutions to execute transfers, open accounts, and maintain their systems.
2. PRIVACY POLICY & "ZERO FOOTPRINT" GUARANTEE
Information Collection & Document Uploads: We collect your name, email, and the financial data you voluntarily provide via our secure intake forms (Calendly/Microsoft Forms). Additionally, to build your custom architecture, we collect raw financial documents (such as bank statements or debt profiles) that you upload directly to our encrypted client portal.
Data Sharing: We do not sell, rent, or share your personal data with third parties. We use industry-standard processors (Stripe for payments, Calendly for scheduling) which have their own strict encryption standards.
The Zero Footprint Policy: Your financial data is a liability, not an asset. Exactly 30 days after your final Blueprint is delivered and our engagement concludes, all raw financial documents, bank statements, and intake forms are permanently and irreversibly purged from our encrypted servers. We keep a record of your transaction for tax purposes, but we retain zero raw financial data.
3. PAYMENT & REFUND POLICY
Fees, Deposits, & Finality
Day 1 Financial Coaching requires a non-refundable retainer deposit to initiate the diagnostic phase and secure your onboarding timeline ($100 for the Personal Blueprint; $250 for the Solopreneur Blueprint). Because this deposit reserves dedicated diagnostic time and initiates the custom architecture process, it is strictly non-refundable.The remaining balance ($150 for the Personal Blueprint; $500 for the Solopreneur Blueprint) will be invoiced and is due prior to the final delivery of your custom architecture during the 60-minute Handoff Meeting. Because our services deliver proprietary intellectual property, all payments are final once processed. Implementing the provided architecture remains the sole responsibility of the client.
Success!
Thanks for booking your Fit Visit. I've received your intake notes and I’m already looking for the friction points in your current setup.Next Steps:
Check your inbox for the calendar invite and Zoom link.
The 20-Minute Rule: We move fast. Please have a rough idea of your monthly "Must-Pay" expenses ready so we can jump straight into the logic.
See you on Day 1,
Marcus Scott, CFP®