Financial Guidance You Can Trust
Navigating your unique financial landscape with a personalized approach
Secure Your Financial Future
Why choose us as your Financial Advisor?
Your needs and goals are unique to you. Your financial plan should be too. With in-depth knowledge and expertise, we help you achieve your goals and safeguard your future.
Our mission is to be your trusted partner, providing objective financial guidance that evolves with your changing needs.
Through a comprehensive assessment, we uncover the intricacies of your financial landscape. Our personalized approach allows us to apply strategies that align with your unique needs, whether you’re saving for your first home or preparing for retirement.
Investing for your future can be complex
I’m Jay Scholes, Certified Financial Planner and the founder of 4Sight Financial. With more than 25 years experience delivering financial advice, I remove the stress of personal finance through demystifying the financial planning process, empowering my clients to seize control of their financial future.
Hear From Our Clients
Browse testimonials from our satisfied clients
“With Jay Scholes as my Financial Advisor, I am assured that my values and investment goals are understood, appreciated, and put into action."
How We Help
Explore the ways we can help secure your financial future
We create a personal financial plan tailored to your goals, starting with a thorough review of your current financial situation, including budgets, income, assets, liabilities, goals and risk tolerance.
We meet on an ongoing basis to assess your current and future financial goals, whether you're buying a house, amassing a retirement nest egg, or saving for a rainy day.
Change is a certainty. Whether it's your financial outlook, the economy, or other circumstances, we work with you to navigate each uncertainty and unexpected outcome. We work as your financial guide for each phase of your journey.
Contact us today for a complimentary review of your financial goals
Financial Strategies for Long-Term Success
Unlocking your financial potential with a personalized approach
Investing for your future is difficult and complex. Without the proper knowledge or resources, it’s easy to feel stressed and overwhelmed.
We work with you to remove stress and worry about your financial situation. Together, we build a personalized financial plan designed to help you reach your goals, optimize investments, and accumulate wealth.