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Our Process

Breathe and Relax.  We start with an initial meeting designed to get to know you, your goals, and your values.  We also know you’re getting to know us and are deciding if you want to work with us.  Clients make the choice to work with us.  We only try to demonstrate how you may benefit from working with Grigg Financial.

We develop living plans for most clients.  We use your goals and resources and evaluate them under conservative assumptions to answer this: “Do I have the resources to do this?”  For many, this is about retirement, however, it can also be about other specific or general wealth management goals.

We customize investment management programs for our clients.  There are no cookie cutter solutions.  Our approaches are based on you.

We revisit, revise and refine plans and do it all over again and again, year after year.

We believe meeting with your financial professional should be positive and exciting.

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