Foundations
Financial planning reimagined for those who are starting out, settling down
Welcome to Grounded Wealth Foundations
We believe that your financial journey should start on solid footing. Our comprehensive program is designed to provide you with the tools, knowledge and strategies you need to build a strong foundation for your financial future. Here's what you can expect:
Starting Point: Your Financial Blueprint
Navigating your finances can be daunting at first. You likely have lots of questions and want to make sure you’re speaking to someone who is going to listen, care and do the right thing. That’s why we start with out life design process, where we review events and decisions you’ll likely face over the next 10-20 years, discover your goals, aspirations and interests. From there we create actionable plans to take small steps towards building a strong financial foundation to build on.
Guidance, Tools and Systems
Expert Fiduciary Guidance + Tech Tools + Money Systems = financial Success
Expert Guidance
We kickstart your journey with a comprehensive initial financial plan. It's your blueprint for success, helping you establish clear goals, effective budgeting strategies, and investment plans tailored to your unique circumstances.
Awesome Tech
Our program leverages advanced technology to streamline financial planning and investment management. Enjoy a seamless, tech-savvy experience as you navigate your financial path.
Money System
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Fiduciary Guidance
Lets be real, the majority of financial advisors are just financial sales people, and if you don’t have enough money (yet) they won’t give you the time of day. Those “advisors” who are willing to talk are likely trying to sell you insurance or some expensive investment product, no one needs that, especially those just starting out!
We created Foundations to be a place where people can come to get started on their financial journey and not have to worry about being taken advantage of. You get access to Certified Financial Planner to help you with your questions and design strategies to help you meet your goals.
Tools you’ll want to use
Financial planning should be accessible, easy to use, and effective. We are fortunate to live in the hay day of innovative tech on all levels.