Scott Berry - Advisor

Values-based guidance for change makers Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC.

WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

529 College Savings Calculator - Saving for College 09/03/2024

College costs are constantly rising. So how much will you pay for your kids years from now? Use this calculator to find out.

529 College Savings Calculator - Saving for College This college cost and savings calculator projects future college costs and financial aid, so you can plan how much to save in a 529 plan each month.

08/27/2024

Written by a big sister to her younger brother, the author spells out what she wishes she had known before she went to college. The result gives a unique perspective on the impact of choices.
https://bit.ly/2MUgE6g

Tax-Smart Ways to Help Your Kids or Grandkids Pay for College 08/20/2024

Interested in helping a grandchild pay for college? Here’s a list of ways to do so and the pros and cons of each.

Tax-Smart Ways to Help Your Kids or Grandkids Pay for College Learn about plans and accounts that allow you to efficiently save for your child's or grandchild’s education while shielding the savings from the IRS as much as possible.

Take Our Free College Match Quiz | Unigo 08/13/2024

Not sure how to get your college search started? Take this quiz to be matched up with the top colleges that best suit your interests.

Take Our Free College Match Quiz | Unigo Get matched with colleges instantly. Discover which university will help you reach your educational goals and potential.

Saving for College with a 529: 5 Costly Mistakes to Avoid 07/30/2024

You don’t need superpowers to make smart college-saving decisions. But with thoughtful planning, you can avoid these costly missteps.

Saving for College with a 529: 5 Costly Mistakes to Avoid A 529 college savings plan offers many advantages, but it can come with some potential pitfalls. Here are five mistakes to avoid.

College Students And Inflation: Tips To Help Save Money 07/23/2024

There’s more to the cost of college than tuition. Living expenses also add up, especially in this time of high inflation. Check out these strategies that can help save thousands on college expenses.

College Students And Inflation: Tips To Help Save Money Attending college can place a significant financial burden on students, and inflation has only worsened the costs of necessities like food and travel. Fortunately, learners can fight inflation through budgeting, taking advantage of student discounts, renting textbooks and pursuing distance education

12/04/2023

Want to donate your time to a cause bigger than figuring out the next show to binge? This site can help you find volunteering activities that match your interests. Pay it forward starting today!
https://www.indeed.com/career-advice/finding-a-job/how-to-find-a-volunteer-opportunity

100 Ways To Help Others and Be Kind To The World 12/02/2023

Paying it forward knows no boundaries! If you are good with dogs, children, the elderly, or even just yourself, you can find something in this article to inspire you.

100 Ways To Help Others and Be Kind To The World Kindness is something we should all cultivate inside us. See 100 simple but world-changing ways to help others and be kind to everyone.

Where Can I Donate Clothes That Won’t Be Sold? - Easy Donation Pickup 11/30/2023

Before posting it on Facebook Marketplace, check out these places where you can donate used clothing to help those in need!

Where Can I Donate Clothes That Won’t Be Sold? - Easy Donation Pickup You might be wondering, where can I donate clothes that won’t be sold?Below, we will look at various local organizations that you can trust.

6 ways to spread kindness in the workplace - Quill Blog 11/28/2023

Kindness is contagious, and what better to have go viral in the workplace than that? Click here for ways to pay it forward at work!

6 ways to spread kindness in the workplace - Quill Blog Workplace stress is a problem for many people. The majority (79 percent) of people report feeling stress during their workdays. And it doesn’t help that our days are often sandwiched between traffic jams and housework. Stress makes our days less pleasant, and it taxes our minds and bodies in ways ...

Teach your child kindness and how to "pay it forward" | Lowvelder 11/26/2023

One of the best ways to change the world is to teach our next generations to give to others whenever they can through the act of paying it forward – Here’s how!

Teach your child kindness and how to "pay it forward" | Lowvelder Teaching your child how to "pay it forward" can help them become catalysts of kindness. Giving back helps foster generosity and compassion.

11/24/2023

Random acts of kindness can make anyone’s day better. Paying it forward is made easy with the help of this article, and most of them won’t cost a dime!
https://www.waterford.org/resources/random-acts-of-kindness-ideas

11/23/2023
23 Ways to Pay It Forward | SoFi 11/22/2023

Whether it is money or time that you can donate, no act is too small to make a difference. This article provides ideas to assist others and lift spirits.

23 Ways to Pay It Forward | SoFi Paying it forward is one way of showing kindness and gratitude to others. Here are 23 easy pay-it-forward ideas to try that won’t break the bank.

Council Post: 7 Reasons To Shop Local And Support Small Businesses 11/20/2023

Know someone who owns a small business? Show them some love while funding a better tomorrow. Here are seven reasons why paying it forward locally a great way to go!

Council Post: 7 Reasons To Shop Local And Support Small Businesses The impact of Covid-19 has left an unimaginable mark on the global community—and small businesses are no exception.

For Jess Cerra, ‘The Last Best Ride’ Is More Than Good Times and Crushing Gravel 11/18/2023

Selfless action without expectation of return can spark a trail of kindness, social connections, and even transformative life changes. For example, see how a former pro cyclist’s desire to is helping others through the sport of cycling.

For Jess Cerra, ‘The Last Best Ride’ Is More Than Good Times and Crushing Gravel The former pro cyclist and entrepreneur from Montana uses her gravel race to provide higher education opportunities to those who need it.

Pay It Forward Proposals 11/16/2023

Paying it forward can be simple and doesn’t always need to involve money. Keep reading for creative, budget-friendly ideas! Our personal favorite is free and easy friendly gestures, what’s yours?

Pay It Forward Proposals Spreading kindness to strangers by paying it forward is a fun, easy way to make our society happier. Choose any one or more from 30 pay it forward suggestions and get started today.

Pay It Forward Day - Pay It Forward Day 11/15/2023

Did you know there is a whole day dedicated to giving to others? Everything you need to know about Pay it Forward Day!

Pay It Forward Day - Pay It Forward Day Pay It Forward Day is a worldwide celebration of kindness that takes place every year on April 28th. Not associated with any organization or foundation and free to participate in, Pay It Forward Day exists to encourage people to stand for kindness out of the goodness of their hearts! Our mission is....

The 5 Times When You Should Review Your Financial Plan 09/13/2023

Your financial plan adaps to you! It’s not static. So when is a good time for a review? Here are five times to take another look at your financial plan as you work toward financial independence.

The 5 Times When You Should Review Your Financial Plan Your life isn’t set in stone, and your financial plan shouldn’t be either. When’s the last time you tweaked yours?

Estate Planning 09/06/2023

Estate planning is serious business. One wrong word or one missing signature can change the entire intent of a will or trust! Need an estate attorney but not sure where to start? Give this article a read, then reach out to us!

Estate Planning Everyone needs to create some form of estate plan in life, whether it's for yourself or a loved one like a parent. Learn how to talk about and plan your financial legacy.

The Best Online Tax Filing Software 08/30/2023

Wondering if a tax professional should be part of the team that helps you achieve financial independence? Here are a few ways they can help and reason you may want to have one on your team!

The Best Online Tax Filing Software TurboTax is the most helpful tool to file your taxes online. Use the IRS Free File version if you qualify, or start with the Free Edition if you don’t.

What Are Fringe Benefits? Types and Benefits 08/23/2023

A key step in becoming financially independent is taking advantage of valuable financial resources your employer might have to offer. These benefits can be powerful tools for saving for retirement and protecting your health. Know how to maximize yours!

What Are Fringe Benefits? Types and Benefits Fringe benefits are additions to employee compensation, such as paid time off or use of a company car. Some benefits are taxable as income.

Answers to the 5 Biggest Financial Questions 08/16/2023

A one-size-fits-all approach to financial planning isn't realistic. However, there are some rules of thumb that can help you progress toward your financial goals! Read all 5 here:

Answers to the 5 Biggest Financial Questions There are no concrete financial numbers that define success, but there are some rules of thumb that can help you gauge your progress.

How to Set New Money Goals - NerdWallet 08/09/2023

How do you define financial success? If you’re setting financial goals, it helps to define what it means to you! Everyone is different so make your goals your own! Need some tips? Look no further:

How to Set New Money Goals - NerdWallet Setting money goals like paying off debt can help you work toward the future you want. Here’s how to set financial goals in five steps.

Rule of Thumb: Should I Pay Off Debt or Invest for Retirement? 08/02/2023

As you think about working toward financial independence, should you prioritize paying off debt or saving for retirement? Optimally, both! This resource offers some insight on the benefits of both, check it out!

Rule of Thumb: Should I Pay Off Debt or Invest for Retirement? Paying off debt and investing are both important financial goals, but which should take priority? Learn what factors to consider when making your decision.

Photos from Camas Washougal Rotary's post 07/27/2023

It was such a blast to spend the weekend volunteering for our Rotary club's annual fundraiser, Ducky Derby!

This is the third Ducky Derby I have been able to participate in since joining the club, but my first experience watching 5,000 rubber ducks get dumped into the Washougal River since the pandemic shifted our plans for the last few years.

I'd love to invite you all to join me next year as we celebrate 30 years of this event!

How Big Should Your Emergency Fund Be? 07/26/2023

Having an emergency fund to cover a financial emergency is bedrock to any financial foundation. If you don’t have one yet, there is still time! Want to know how much you should have saved? Click to read more!

How Big Should Your Emergency Fund Be? A general rule of thumb is to keep three to six months’ worth of expenses in an emergency fund, but you might need even more. Learn how to calculate the right amount.

Your Guide to How to Budget Money - NerdWallet 07/19/2023

Having and following a well defined budget is instrumental to the foundation of financial independence. Here are tips on how to build a rock-solid budget to set yourself up for success as you set out on your journey of financial freedom!

Your Guide to How to Budget Money - NerdWallet Follow this guide to learn how to budget money. Create a budget using the 50/30/20 rule to split your income between needs, wants, savings and debt repayment.

3 steps to build a solid financial foundation 07/12/2023

Building a financial foundation takes time, consistency, and discipline. It’s less about hitting a home run than making smart decisions on an everyday basis. These three components can line you up for a home run of a financial future. Check it out!

3 steps to build a solid financial foundation Learn these three key components of personal finance to help you build a solid financial foundation for long-term success.

Financial Independence, Retire Early (FIRE) Explained: How It Works 07/05/2023

Have you heard of the F.I.R.E. movement? It stands for Financial Independence, Retire Early and it’s a trendy approach toward gaining financial independence. No matter your definition of what financial independence is, it’s worth knowing!

Financial Independence, Retire Early (FIRE) Explained: How It Works Financial Independence, Retire Early (FIRE) is a movement dedicated to living frugally to retire at a young age.

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Do your dollars match your values?

Why do so many people feel so disconnected and unfulfilled with their financial wellbeing? Our schools don't teach it and the investment industry has fallen far short of bridging the gap. So how do you take meaningful steps to get your heart and your head on the same page when it comes to your money?

It is my belief that the highest level of financial fulfillment is when our cup runs over and we are able to use our wealth to make a difference in the lives of others. My goal is to develop thoughtful approaches for purpose-driven people who want to discover and enact a plan that allows them to maximize the impact that their time, talent and money can provide for the people and causes that matter most to them.

Our decisions around our money are a reflection of who we are and what matters in our world.

I partner with individuals, families and organizations to craft strategies that align their assets with their values. The strength of our relationship is a solid foundation built on integrity, honesty, mutual respect and authenticity. Together, we collaborate to cultivate abundance and financial fulfillment in the face of an evolving financial landscape.

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915 Broadway Street Suite 254
Vancouver, WA
98660

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