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What We Do

Investment Philosophy

We start with a plan.

Having a solid plan, and a smart investment strategy as its number one tool, can help you build confidence in the future. And the future looks different for each one of us.

That’s why we meet you where you are, to craft a unique plan that fits your needs. The most important piece to our investment philosophy is you – your vision and values.

A common misconception we hear is that we are going to tell you to tighten your belt and stick to a strict budget. Often, it’s the opposite, and we’re encouraging people to enjoy the fruits of their labor. We know you work hard, and you deserve to enjoy life, and make memories.

Financial Planning

Investment Management

What You Need

We start where you are.

Everyone has a unique starting point once they decide to control their financial future. Most potential clients fall into one of the three categories outlined below.

Whether your situation is straightforward or more complex, we have a roadmap to follow to make the most of our time spent together, helping you move towards your financial goals. GrandView Financial Group has a strategy to meet you wherever you are and walk with you to where you want to go.

Financial Coaching and Education
Ideal for ages 20s-30s
Work with an associate advisor under a Certified Financial Planner™
$2500
and up

Process
Month 1-2
Discovery & Goal Setting
Month 3
Recommendations & Advice
Month 4-5
Implementation
Month 6
Check-In Recommendations & Advice
Month 7-11
Maintenance & Implementation
Month 12
Annual Review, Renew Planning Services

Scope of Work
Initial Review & Analysis
  • Cash Flow — Debt Management
  • Cash Flow — Emergency Fund
  • Student Loan
  • Employer Benefits & Compensation
  • Insurance & Risk Management
Ongoing Review & Analysis
  • Portfolio Analysis
  • Debt Management
  • Risk Analysis
  • Large Expenses (Home, Car, Wedding, Family Planning)
Ideal for ages 30+
$2500
and up

Process
Month 1-2
Discovery & Goal Setting
Month 3
Plan Recommendations Implementation
Month 6
Semi-Annual Meeting, Recommendations & Advice
Month 9
Quarterly Check-In
Month 12
Annual Review, Renew Planning Services

Scope of Work
Initial Review & Analysis
  • Cash Flow — Debt Management
  • Cash Flow — Emergency Fund
  • Tax Review
  • Insurance & Risk Management
  • Estate Plan Review
  • Savings & Retirement Planning
  • Education Planning
  • Healthcare Planning
  • Employer Benefits & Compensation
Ongoing Review & Analysis
  • Portfolio Analysis
  • Debt Management
  • Risk Analysis
  • Large Expenses (Home, Car, Wedding, Family Planning)
Ideal for ages 40+, Business Owners, Executives, Large Estates
$3500
and up

Process
Month 1-2
Discovery, Vision & Values
Month 3
Plan Recommendations Implementation
Month 6
Semi-Annual Meeting, Recommendations & Advice
Month 9
Quarterly Check-In
Month 12
Annual Review, Renew Planning Services

Scope of Work
Initial Review & Analysis
  • Cash Flow — Debt Management
  • Cash Flow — Emergency Fund
  • Tax Planning
  • Insurance & Risk Management
  • Estate Plan Review
  • Savings & Retirement Planning
  • Education Planning
  • Healthcare Planning
  • Employer Benefits & Compensation
  • Business & Succession Planning
  • Legacy Planning
  • Charitable Giving
Ongoing Review & Analysis
  • Portfolio Analysis
  • Debt Management
  • Risk Analysis
  • Large Expenses
  • Wealth Transfer