Shannon Grey, CFP®, CRPC®, MPAS®

I began my financial career in 1999 as a financial advisor with Charles Schwab and Co. I hold a Master's in Science in Personal Financial Planning and am a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor℠.

In my 20-plus years of financial consulting, I found that people all too often invest for their future without preparing a financial plan, which is much like driving to an unknown destination without a map or GPS, and without having guardrails in place to protect them from danger zones on their financial journey.

As a fee-only fiduciary, I offer a personalized approach that helps you better understand your cash flow for essential and discretionary spending, your current and future tax situation, and your relationship with money and investing, and assess what financial security looks like for you in retirement and beyond.

With our collaboration, I will help you optimize your finances by creating a budget with an emergency fund, be tax efficient, and ensure you have a plan in place to protect your assets and legacy, with a plan for tax-free wealth transfer for your loved ones.

With the financial or retirement planning process, you will have a custom-tailored roadmap that sets annual targets for spending, saving, and investment portfolio returns to help you reach your goals, with a contingency plan to mitigate risks or setbacks. As your financial planner, I am your guide on your financial journey and your coach to inspire, support, and hold you accountable along the way.

Once you have the foundation of your financial plan in place, you now have a clear direction on how to attain your financial or retirement goals. I believe investing and planning for your future become measurable goals that are not out of reach for you.

Working together, your service is always custom-tailored to address your needs and priorities. All meetings are held via Zoom. So don't "hope for the best"; work with an experienced financial planner and take control of your financial journey. I would be honored to help you achieve your financial goals. You can start with a complimentary consultation to assess your wealth management needs and goals.