"Wealth is the ability to fully experience life."- Henry David Thoreau
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Live the life you envision. This is about crafting and pursuing the ideal life that resonates with your values, ambitions, and goals. Our focus is to ensure you’re prepared and empowered to achieve it.
Learn moreYour life isn’t one-size-fits-all, and your financial plan shouldn’t be either. Our Personal Financial Practice helps align your money with your values, goals, and ideal lifestyle—offering clarity, confidence, and steady progress toward a life that’s truly yours. It’s a framework for financial well-being, rooted in intention and grounded in what matters most to you.
Learn moreMoments 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.
Learn moreHOW WE WORK
Action:
- Establish a cash reserve for essential living expenses, with a strategic savings plan.
- Define and articulate your ideal financial life using Grounded Wealth's Ideal Life Vision Framework to set clear, actionable goals.
- Use the "Fund It Plan" to categorize and track essential expenses.
Why:
A strong financial foundation paired with a clear vision reduces stress, inspires direction, and creates the flexibility to pursue meaningful, intentional goals.
Action:
- Develop a custom debt strategy using a combination of debt snowball (small wins) and life dividend thinking (maximize life ROI).
- Focus on eliminating non-essential or high-interest debts.
Why:
Reducing liabilities increases freedom to invest in meaningful pursuits and achieve long-term wealth.
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Action:
- Build a diversified investment portfolio based on Grounded Wealth's Portfolio Solutions, balancing cash reserves, income/Intermediate-focused investments, and growth assets.
- Align investment strategies with Evidence-based principles and goals.
Why:
This approach your investments are efficient while reflecting values and reducing volatility.
Action:
- Annually review and optimize taxes using Grounded Wealth's tax planning services.
- Leverage strategies like Roth conversions, charitable giving, or maximizing retirement contributions, Tax Loss harvesting, income smoothing and more.
Why:
Keep more of what you earn by reducing unnecessary tax burdens.
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Action:
- Create a comprehensive plan to address risk management (e.g., insurance coverage, liability protection).
- Develop an estate and legacy plan that includes wills, trusts, and powers of attorney to ensure your wealth reflects your values and long-term goals.
Why:
Protect what matters most while building a legacy of purpose and ensuring financial security for your family and future generations.
Action:
- Allocate resources toward items, experiences, and goals that provide long-term utility and enhance well-being (e.g., family vacations, personal growth, or wellness investments).
- Use the Life Dividend Framework to evaluate ROI on time, money, and happiness.
Why:
Celebrate financial progress by investing in what enriches your life and aligns with your values. Reap the rewards of your work while staying grounded in what matters most.
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Action:
- Create a comprehensive plan to address risk management (e.g., insurance coverage, liability protection).
- Develop an estate and legacy plan that includes wills, trusts, and powers of attorney to ensure your wealth reflects your values and long-term goals.
Why:
Protect what matters most while building a legacy of purpose and ensuring financial security for your family and future generations.
We purposely built a Modern Wealth Management Firm Because You Deserve One
