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My Mission:

To empower people to visualize and achieve a future that's secure and filled with promise.

My Vision:

Nurturing a future of financial and emotional strength and resilience.

My Values

Compassion:

I approach every client with empathy, understanding, and genuine care, recognizing the emotional and practical challenges they may be facing.

Integrity:

I am committed to upholding the highest ethical standards and ensuring transparency and honesty.

Collaboration:

I believe in working collaboratively with my clients, their families, and other professionals to create comprehensive and effective financial strategies that address both immediate and long-term needs.

Personalization:

I recognize that each individual's situation is unique, and tailor plans to meet client specific goals, values, and needs.

Empowerment:

I aim to empower my clients by providing them with the knowledge, tools, and resources they need to make informed financial decisions and confidently navigate their unique journeys.

Resilience:

I am dedicated to helping my clients build financial resilience and face challenges and uncertainties with greater strength and adaptability.

FAQS

Your website says that you specialize in working with people who have been impacted by illness, injury, or loss of a loved one. Will you still work with me if I am not any of those?

I work with people who value comprehensive financial planning and are a good fit for the firm, they don’t have to be that specific. Schedule an introductory meeting so we can learn more about each other.

I do not live in Illinois. Can I still work with you?

I work with clients throughout the United States. Let's connect to determine if we're a compatible match.

Can we meet in person?
I work as a virtual-only advisor. I've designed my services to ensure we can connect effectively and efficiently through digital platforms. This allows us to maintain flexibility and accessibility for our meetings. Rest assured, despite the virtual setting, my dedication to serving your needs remains.
Do I have to move my accounts to you?

When working with me, you do not need move your accounts. I provide comprehensive planning that considers all aspects of your finances, regardless of where your accounts are located.

Do you offer a free consultation?

I provide a free 30-minute consultation where we can acquaint ourselves, address any inquiries you may have about our services, or discuss your financial planning requirements.

Can I hire you hourly?

I do have an hourly option available, however, I mainly focus on providing comprehensive planning services rather than hourly arrangements. This approach allows us to explore all aspects of your financial situation thoroughly. If you have any specific concerns or questions regarding this, I'm more than happy to discuss how my planning services can best meet your needs.

Can you provide references or client testimonials?

While I appreciate the positive feedback from my clients, I must adhere to the regulations established by the Office of the Illinois Secretary of State Securities Division. These regulations prohibit me from sharing testimonials or endorsements. Unfortunately, I'm unable to publish any such recommendations.

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 often describe myself as an empath, but at my core, I’m a logical thinker. I’ve been labeled as highly focused, yet I’ve also been called “the most dynamic person” by others.

Among my friends, I’m known as the life of the party, someone who brings people together and infuses fun into gatherings. What’s my key? Well, I’ve got this gift of striking up a conversation with just about anyone. I’m a total people enthusiast and nothing gets me more excited than delving into people’s stories, experiences, and visions for the future.

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.

Estate planning is a vital component of my planning process. My aim is to establish an environment for the seamless execution of your wishes. If you’re already addressing estate-related concerns, I want you to feel confident that I’m here to offer unwavering support throughout the journey. I’ll guide you through the intricacies, providing assurance that you’re not navigating this process alone, and I’ll facilitate coordination with the other experts on your team.

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.

Linda and Visions Financial Planning are members of:

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