Jonathan Grannick (CFP®)

Jonathan Grannick focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Investment Advice without Ongoing Management

Millennials

Planning Specialties

What We Do: Holistic financial planning on an ongoing or one-time basis.

Who We Serve: Travel loving young families & professionals in their 20's, 30's, and 40's.

Financial Planning Specialties:

Ask powerful questions to explore your money mindset
Create a life vision that inspires you
Prioritize income: What goes to paying debt vs investing vs experiencing life now
Automate your savings & debt payments for consistency and simplicity
Create & execute an investment strategy
Create a plan to pay for your children's education
Run long-term financial freedom projections
Review to make sure you have the proper insurance in place
Maximize the value of your employee benefits
Review for tax reduction strategies
Guidance on your estate plan
Credit card rewards planning for free travel
Rent or buy decisions: How much house can you afford & tradeoffs

Additional Information

I help travel loving young families & professionals say YES to travel (or whatever their dream). Balance an adventurous life today with being financially prepared for tomorrow. Go from “One Day” to “Day One” in your journey to financial freedom.

*Why younger clients: One word, IMPACT. It’s incredible what’s possible if you make smart financial moves now, not later.

*My Mission: To educate, empower, & guide you to a life full of options, not limitations.

Schedule a free 30 minute introductory call to chat further!

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