Grant Meyer (CFP®)

Grant Meyer focuses in the
following client markets or areas of practice:

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Investment Advice with Ongoing Management

Medical Professionals

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

Retirees Young Professionals Women's finance Widow's/widowers

Additional Information

In 2008, I began my career in the financial advising industry after realizing that you didn’t have to be a stuffy guy in a suit selling things to people. My epiphany was that financial planning was about building relationships and working with people on their lives in many different ways. I enjoy discussing what you want to accomplish in your life, not just with money, but maybe your fitness or nutrition goals, relationship hopes, career aspirations, etc. The greatest compliment you can give me is to allow me to bring positive energy into your life.