Sylvie Scowcroft, CFP®
Financial planning for creatives in film, TV, and theater
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Serving Clients Nationwide
Financial planning for creatives in film, TV, and theater
Areas of Focus
- Budgeting
- Business Owners
- Buying a House
- Career
- Cash Flow
- Education Funding
- Emergency Savings
- Estate Planning
- Financial Planning
- Investment Management
- LGBTQ Couples
- Money Psychology
- Saving
- Setting Up Retirement Accounts
- Tax-Efficient Planning
- Taxes
- Wealth Management
About Sylvie Scowcroft, CFP®
Hi, I'm Sylvie Scowcroft, Founder and Financial Planner at The Financial Grove.After a winding path of studying dance, working in theater, and various corporate jobs, I followed a passion for finance and realized I could offer something unique to support fellow creatives: financial planning and expertise, tailored to the unique lifestyles and demands of a career in the arts.
I founded The Financial Grove to help remove the burden of financial worry for creatives in the arts.
I believe in the power and utmost significance of storytelling, and have witnessed how ingrained financial trauma, coupled with gaps in literacy, can prevent creatives from making decisions motivated by expression and passion. My mission is to support storytellers to express their voice authentically.
I currently live in Baltimore, MD with my family, but frequently find myself back in my hometown of New York City (and often forget I don't still live there).
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
10036
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About The Financial Grove
The Financial Grove is a financial planning firm founded to support talented creatives working as producers, directors, writers, designers, choreographers, musicians, and more, in the film, TV, and theater space.Our Mission
Founded by a dancer and theater producer, our mission is to demystify finance and enable fellow creatives to feel more in control.
We believe in the power and significance of storytelling, and we've seen how ingrained financial trauma, coupled with gaps in financial literacy, can prevent creatives from making decisions motivated by expression and passion.
Financial advice shouldn't be driven by hidden agendas, conflicts of interest, or commissions — we are paid only for the advice we give, and as a fiduciary we are committed to serving your needs, only.
Our Services
We meet varying levels of need with two service paths: a Full Review and a Comprehensive Plan. Over several months, we meet to answer questions, assess your current situation and needs, and provide actionable steps toward your goals.
For those who want continued support, we also offer Ongoing Planning and Investment Management, where we manage your investments, continue developing your financial plan, and meet throughout the year to assess changes or new goals.
Who We Serve
We support talented theater and film creatives in pursuing their dreams, without financial limitation. As a member of the arts community, we are committed to providing tailored financial services and resources to support storytellers, drawing on our founder's expertise in the issues faced by working creatives.
As an independent creative, your work is a business, and this has significant tax and financial implications that can be overwhelming. We want to remove that burden and be a comprehensive resource to answer all your questions and help make sure you're best set up for the career (and lifestyle) you want.
Education
Northwestern University School of Professional Studies, Financial Planning Certification | Colorado College, Bachelor's Degree, Mathematical Economics and Dance
Volunteer Experience
Flight Path Dance Project, Board Treasurer
Hobbies and Interests
- Cooking
- Dancing
- Family
- Reading
- Theater
SEC Lookup
View DisclosureWho We Serve
- Artists
- Business Owners
- Creative Professionals
- Entrepreneurs
- Families
- Individuals
- Mid-Career Professionals
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