Linda Grizely (CAP, CFP®, MSFS)
Linda Grizely focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
Planning Specialties
WIDOWS AND WIDOWERS TAKING ON FINANCIAL RESPONSIBILITIES WHILE COPING WITH LOSS ~ Navigating life after the loss of a life partner is an emotionally taxing journey, often compounded by the challenges of new financial responsibilities. I provide a supportive framework to help you navigate these financial complexities while prioritizing your well-being. From practical financial advice to strategies for long-term stability, I’m here to empower you on your path to healing and financial security. Together we create a more vivid vision of your future.
PEOPLE IMPACTED BY ILLNESS OR INJURY AND NAVIGATING FINANCES AMID HEALTH CHALLENGES OF A FAMILY MEMBER OR THEMSELVES ~ Life’s unexpected twists can throw even the most meticulously crafted plans into disarray. Facing such challenges can be overwhelming. I’ll be your partner in navigating the complexities of finance, helping you gain control and perspective. Giving you some clarity amidst chaos, allowing you to focus on what truly matters.
THOSE MANAGING INHERITANCE AND NEWFOUND WEALTH AND EMOTIONAL IMPACT AFTER LOSS~ Inheriting assets after the loss of a loved one can be a bittersweet journey, fraught with both emotional impact and financial decisions. I provide compassionate and knowledgeable support during this complex time, maintaining the delicate balance between coping with grief and effectively managing an inheritance. I help you make informed decisions about estate management, tax implications, and investment strategies while giving you the space to heal and honor your loved one’s legacy. As your circumstances evolve, we’ll adjust your plan to ensure that your future vision and your loved one’s legacy remain at the forefront.
ANYONE READY TO EMBARK ON A FINANCIAL PLANNING JOURNEY TO ORGANIZE FINANCES AND ESTATE PLANS~ Whether you’re just starting to plan your financial future or looking to streamline and optimize existing arrangements, I offer tailored resources to meet your needs.
Additional Information
LINDA GRIZELY, MSFS, CFP®, CAP®:
I've always had this incredible drive to help people; it's what truly lights me up and gives my life meaning. This is what led me to a career in financial planning; it’s a perfect fit for me. I get to listen to your unique story, your journey, and then work together with you to weave in your values and aspirations and craft a plan that matches who you are.
WORK WITH ME IF YOU:
Seek clarity about your present and future financial situations. Desire a caring professional who communicates in understandable terms. Would like organization, structure, or simplification. Are ready to invest time and effort into joint financial planning endeavors. Prioritize impartial advice and a dependable planning ally. Value understanding the future landscape even when you're no longer present.
NAPFA Start Date
January 10, 2024
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