Grit & Lavender Financial Planning is an innovative Independent Wealth Management Firm located in Brighton, MI. We provide fee-only financial planning advice & investment management to working class families and specialize in working with those tied to the skilled trades.
With Grit & Lavender Financial Planning's Wealth Management Programs, you gain access to systems & financial planning processes that create clarity & confidence as we grow your wealth together.
We want to provide you with the right strategy to maximize your financial potential so you can actually enjoy what you have worked so hard to build.
Together, we can:
A blue collar upbringing & our financial expertise gives us a unique understanding of the challenges that families face. We believe that all families are entitled to sound, customized financial advice in an industry that has not always made it attainable to the back-bone of our society.
We are a firm that is not afraid to dive into the mess and get our hands dirty to create financial solutions that actually work for families. Our process will meet you where you are in your journey. We facilitate a conversation to help you create an ideal life which allows you to spend your time, energy & talents in a way you love.
($285 Upfront Fee)
For those that like to manage their finances on their own but want to have a professional in their corner to help them on track toward reaching their goals.
Our collaborative planning process will layout all the moving pieces in your life, then we will sort, organize & prioritize them and provide you an action plan to reach your goals.
Couples - $250/Mo. Singles $200/Mo.
($750 Upfront Fee)
We begin with our 5-Step Life Planning Process which allows us to identify & prioritize where you would like to put your time, energy, and talents, then we assist you in creating your ideal life though our technical expertise and your passion to live into your ideal life. After you've created where you want to go, we look ways to bring that life to you today and how to continuously adapt as life changes.
After we have taken you through the 6-Step Life Planning Process, we create a tangible action plan for the next few months and begin to implement those steps to keep you moving forward. We will typically meet quarterly to check on progress, adapt or implement the next phase of your overall plan.
The 6 areas we explore in every on-going financial planning relationship will include:
Budgeting & Cash Flow; Risk Management & Insurance; Investments; Retirement; Tax Considerations; Estate Planning
It is never too early to get started on your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
211 North 1st Street, Ste. 200, Brighton, Michigan 48116, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment