How To Thrive Financially
For a life well lived.
Personalized wealth management tailored to your unique needs.
In Partnership with:
Today's Financial Landscape Is Overwhelming
In a world of conflicting advice, complex markets, and constant change, building lasting wealth feels increasingly challenging. Despite 82% of Americans thinking about their long-term financial goals
Financial Anxiety
78% of Americans feel anxious about their financial future, even those with substantial assets.
No Estate Plan
73% of Americans have no estate plan in place, leaving their legacy and loved ones vulnerable in case of unexpected events.
No Written Financial Plan
65% of Americans don't have a written financial plan, making it difficult to track progress and stay accountable to their goals.
Disconnected Accounts
Most individuals manage 5+ disconnected financial accounts, creating complexity and missed opportunities.
Misaligned Interests
93% of Americans believe retirement advisors should be legally required to act in clients' best interests, yet only 12% of firms act as 100% fiduciaries all the time.
This Is Where We Come In
Reimagine Your Financial Life
We don't believe in outdated models or off-the-shelf advice. You deserve a system built around you—your life, values, and goals.
Your Personalized Financial Journey
Integrated • Intelligent • Intentional
The Grounded Wealth Way
Personal Financial Practice
A guided system—not just a plan—that evolves as your life does.
Learn MoreOne Wealth System
Unite all parts of your financial life into one strategy that works in harmony.
Learn MoreFinancial Health First
Because true wealth is measured by freedom, clarity, and peace of mind.
Learn More"This is more than planning. This is living grounded."
Your Complete Grounded Financial Practice™
Not just a plan, but a living system that evolves with your life. Every element works together to create sustainable wealth aligned with your deepest values.
Integrated Practice
All elements working in harmony
Beyond Traditional Financial Planning
While others offer fragmented services, we provide a unified practice that connects every aspect of your financial life. Each decision supports your values, each strategy amplifies your impact.
Holistic Integration
Every service connects and enhances the others
Values Alignment
Decisions rooted in what matters most to you
Dynamic Evolution
Adapts as your life and goals change
Mindful Growth
Wealth building that enhances life satisfaction
Start your journey toward sustainable, values-based wealth
Overcome Challenges, Achieve Your Dreams
We understand the financial challenges you face and the dreams you have. Our personalized approach is designed to help you navigate these complexities with confidence.
Who We Serve
Pre-Retirees & Early Retirees
55+
Generate income for the next chapter, clarify your ideal retirement, protect and pass your wealth.
Mid-Life Professionals
35-54
Often overcommitted, seeking clarity, control, and better strategy.
Younger Adults
25-35
Emerging professionals starting to build. Lay the foundation for wealth that fits your values and life path.
Pre-Retirees & Early Retirees
55+
Generate income for the next chapter, clarify your ideal retirement, protect and pass your wealth.
Challenges We Help Solve
- •Sequence of Return Risk and drawing from the wrong accounts
- •Overcomplex portfolios without coordinated tax/estate planning
- •Uncertainty Around Withdrawal Strategies
- •Concerns About Healthcare Costs or Elder Care
- •Lack of Guidance on Philanthropy or Legacy Intentions
Dreams We Help Achieve
- •Smooth Transition into a Purposeful Retirement
- •Confidence in Spending Without Fear of Running Out
- •Organized Legacy Plans for family and charitable goals
- •Peace of Mind with a dynamic plan that adapts
- •Funding Grandkids' Education, Dream Travel, or Giving Back
How Grounded Wealth Supports You
Our personalized approach aligns with your unique situation, values, and goals to provide clarity and confidence. We create a tailored financial roadmap that addresses your specific challenges and helps you achieve your dreams.
Ready to Begin Your Grounded Journey?
Choose the path that feels right for where you are today. There's no pressure—just clarity, support, and next steps.
Take the Assessment
Discover your current financial grounding and identify areas for growth.
Start Free AssessmentSchedule a Discovery Call
Get personalized insights in a no-pressure conversation about your goals.
Book 30-Min CallNot Ready for a Conversation Yet?
That's perfectly fine. Explore at your own pace with these resources:
The Grounded Advantage
Our approach combines expertise, technology, and empathy to create a wealth management experience unlike any other.
Holistic Integration
All aspects of your financial life, working together in harmony to support your goals and values.
Values-Aligned Growth
Invest in a future that reflects what matters most to you, without sacrificing performance.
Adaptive Planning
Flexible strategies for a dynamic life, evolving as your circumstances and goals change over time.
Your Path to Financial Clarity
Our structured yet flexible process ensures you're supported at every step of your financial journey.
Discovery Conversation
We listen deeply to understand your goals, values, and current situation in a judgment-free space.
Customized Strategy
We develop a tailored financial plan that aligns with your unique values and long-term objectives.
Seamless Implementation
We handle the heavy lifting, making the process simple and stress-free for you.
Ongoing Optimization
As your life evolves, so does your plan. We continuously refine strategies to keep you on track.
Ready To Thrive Financially?
Join the Grounded Community. Discover a grounded approach to wealth—personal, values-driven, and truly yours.
Experience Our Financial Dashboard
Get a clear picture of your financial health with our intuitive dashboard. Track progress, manage investments, and align all aspects of your wealth in one place.
Try it free for 14 days. No credit card required.
Frequently Asked Questions
Financial Resources
5 Questions to Ask Before Creating Your Financial Plan
Discover the essential questions that can transform your approach to wealth management and align your finances with your deepest values.
Retirement Readiness Calculator
Are you on track for the retirement you envision? Our interactive calculator helps you visualize your progress and identify opportunities.