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Secure Today • Shape Tomorrow

Helping to create clarity for individuals and families who have been impacted by illness, injury, or loss of a loved one and are unexpectedly assuming financial control and responsibility.

WHO I WORK WITH:

WIDOWS & 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 the 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.

Illness & Injury

Navigating finances amid health challenges of a family member or yourself.

Life’s unexpected twists, like illness or injury, 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 – you and your family’s well-being and recovery.

Inheritance

Managing 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.

General Support

Organizing 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. I understand that managing finances and estate planning can often be overwhelming and difficult to talk about. I’m dedicated to assisting you in realizing your vision of your future and achieving greater financial stability and clarity.

Dynamic Plans, Aligned to Your Future

Your financial journey is deeply intertwined with your personal journey. Together, we craft a vision of your future – a holistic financial roadmap that aligns with a future where your aspirations are realized, and your loved ones are cared for. As your circumstances evolve, we’ll adjust your strategies for a financial plan as dynamic as you are.

Navigating Intricacies Together

Whether you’re in the process of organizing your affairs or addressing estate settlement or post settlement concerns, we’ll navigate the intricacies together, providing assurance that you’re not alone in the process. You can rely on me to hold space for you and help you discern which decisions require immediate attention and which can wait for a more tranquil time.
Finances can be complicated. Let’s sort out the pieces together.

About me

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. I can trace this back to my earliest memories, where I identified a knack for recognizing when someone could use a little extra support.

I am here to serve as your financial guide as you navigate through life’s changes. My specialty and expertise resides in aiding clients through what can be profoundly vulnerable and emotionally charged times. I offer thoughtful partnership and support during complex and challenging transitions.