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Your life, designed by you. Grounded Life Design helps you create a clear, intentional roadmap for living a life that aligns your financial decisions with your values, dreams, and priorities. Together, we’ll craft a personalized plan that grows with you, supporting not just wealth, but a grounded and fulfilling life.
Your comprehensive financial hub. Grounded Wealth’s Personal Financial Practice is your go-to system for managing every aspect of your financial life—goals, strategies, and tactics, as well as cashflow, investments, taxes, insurance, estate planning, and more. It’s an all-in-one approach designed to bring clarity, alignment, and ease to your financial journey.
Moments that matter. We believe in spending with purpose. Life Dividends are those experiences or purchases that enrich your well-being, bring joy, and create lasting memories. Think of them as your lifestyle returns on investment.
Beyond the Rat Race. Go beyond just getting by and surviving. Get a level that is unique to you, your definition of success. We all deserve to Thrive financially for a life well lived.
At Grounded Wealth™, we weren’t satisfied with the traditional approach to wealth management—so we redesigned it. Our mission is to help you thrive financially by giving you back the time, energy, and clarity you need to live a fulfilling, grounded life.
We all have a financial practice—the question is how well we’re managing it. From juggling goals and strategies to navigating cashflow, investments, taxes, insurance, and estate planning, the demands can feel overwhelming. Grounded Wealth’s Personal Financial Practice simplifies and organizes every area of your financial life, giving you a clear, sustainable system to manage responsibilities and achieve what matters most to you.
Our Fund It Method is a proprietary cashflow process designed to ensure you’re funding the areas that matter most in your life. By creating a clear framework for prioritizing and allocating your resources, we help you establish a stronger baseline of savings, optimize where your money is stored, and build a sustainable plan that supports both your current needs and future goals. It’s about aligning your cashflow with your values to create a life of balance and intention.
Align your assets and investments with your goals, priorities, and values. Whether you’re seeking growth, income, or ESG-focused strategies, Grounded Portfolio Solutions offers personalized investment options designed to meet your unique needs. Our approach ensures your portfolio supports what matters most to you, creating a financial foundation that stable and helps you achieve your goals.
Taxes don’t have to be confusing, complex, or time-consuming. At Grounded Wealth, we take the headache out of tax season by handling all your tax needs under one roof. No more back-and-forth with a CPA—because we are your CPA. From filing to planning, we make taxes simple, seamless, and stress-free, so you can focus on what matters most.
Life is inherently unpredictable, but with intelligent risk management, you can protect what matters most. While we can’t plan for every outcome, we help you identify, assess, and mitigate known and unknown risks that could derail even the best-laid plans. Grounded Wealth ensures you have the right strategies in place to safeguard your financial foundation and provide peace of mind for the road ahead.
It’s often said nothing is certain but death and taxes—fortunately, we’ve got both covered. Grounded Wealth helps you create an estate plan that’s easy, tax-efficient, and aligned with your wishes and values. From safeguarding your legacy to ensuring your intentions are honored, we provide the guidance and tools you need for peace of mind. Let us simplify the process and protect what matters most.
97% People want to be served by a Fiduciary
However, only 10% of firms are True Fiduciaries'
Grounded wealth is a true Fiduciary 100% of the time, because you deserve a true fiduciary, bottom line.
Monthly / Bi-Annual Membership Fee
Forget the "everyone pays 1%" model, that's so 1940's. We didn't care for that model either, so we changed it. Modern wealth management can do better, you deserve it, so we built it.
Become a MemberFinancial Planning
Grounded Life Design
5 Essential Planning areas
Insurance Planning
Tax Planning
Estate Planning
All in one custom software
All for one fee
Wealth Management
Everything In Planning, Plus:
Grounded Portfolio Solutions
360 Tax Optimizer w. Tax prep
Total Risk Management
Estate Plan Creation
Dynamic Income
Concentrated Stock Strategies
