Linda Grizely, CFP®, MSFS, CAP®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Linda
Biografía
Hello! I’m Linda Grizely 🐻 (pronounced Grizzly). If you feel behind, overwhelmed, or like you “should know more by now,” you are exactly the kind of person I love helping. I especially enjoy working with Gen Xers who are juggling priorities, trying to save more, catching up for retirement, or worried they haven’t built “enough” yet. I help you understand where you are financially, clarify where you want to go, and create realistic strategies to move forward with confidence. My approach is collaborative, judgment-free, and practical. You can ask honest questions and discuss your options without shame, confusion, or pressure. Together, we’ll focus on real-life decisions and steps you can follow.
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Lo personal
I grew up in Colorado on the front range of the Rockies. I hiked mountains, snow skied, played in fields and creeks, and enjoyed beautiful sunsets. Now I live in the Midwest with my family nearby. I know I am unusual, but I like the weather better here. In my free time I enjoy playing golf (with an incredibly high handicap), singing karaoke, lounging in my backyard, and soaking up the sun.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Portfolio Analysis
- Financial Planning
- Real Estate
- Retirement Savings
- Early Retirement Planning
- College Expenses
- Long Term Care Insurance
- Power Of Attorney Guidance
- Helpful
- Knowledgeable
- Personable
- Kind
- Patient
- Nonjudgmental
- Good Listener
- Active Listening
- Clear Communicator
- Thorough
- Supportive
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Linda was very helpful with questions my aging ...
Linda was very helpful with questions my aging mother and I have after a medical event requires my help as Power of Attorney. A good resource for where things are after selling her home and looking at a different living situation.
Happy to be a resource!
Thank you so much. I really enjoyed working with you, and I'm glad I could help bring some clarity to the situation. Wishing you both all the best, and I'm always here whenever you need additional guidance or next steps.
Great guidance and pragmatic solutions
Linda was very helpful. She asked great questions and listened well so she could help me with the things I didn't know, as well as things I thought I knew that weren't quite correct. She had some brilliant suggestions that I would not have thought of myself.
It was a pleasure working with you
Thank you for such a thoughtful review. I really enjoyed our conversation, and I'm glad we were able to come up with some ideas and solutions you hadn't considered before. I appreciate you taking the time to share your experience, and I'm always here whenever you're ready to explore the next steps or have more questions.
Very personable, kind and helpful!
Very personable, kind and helpful! We felt like we had an answer to how we should move forward after our conversation. Thank you Linda
Glad our conversation was helpful!
Thanks for sharing your experience here. I'm glad we were able to work through your situation and get the answers you needed to move forward. Wishing you all the best!
Helpful & action-oriented
Linda was very helpful! I had two very different questions and she was able to help me figure out my next steps in both scenarios within an hour. She also sent a detailed recap with more resources to look into, her recap was much more detailed than my own notes so I really appreciated it :)
Thank you for your kind review
I really enjoyed working with you and appreciated the opportunity to talk through both of your questions. I’m glad we were able to identify clear next steps during our time together, and I’m happy to hear the recap and resources were helpful.
Linda gave me a constructive analysis and meani...
Linda gave me a constructive analysis and meaningful guidance on my portfolio and retirement decision.
Glad you found our meeting helpful
I appreciate you providing these thoughts on your experience!
I Highly Recommend Linda
Linda was very knowledgeable and had fantastic answers to my questions. We covered everything from retirement to real estate to financial planning for a family. Not only did she provide her perspective verbally, but after the meeting, she sent additional information and resources and a recording of our session, which were very helpful.
Thank You for the Kind Words
Thank you so much for this review. I really enjoyed working with you and appreciated the opportunity to talk through your questions around retirement, real estate, and family planning. I’m glad the follow-up resources and recording were helpful, and I wish you all the best. I'm here when you're ready to revisit things or do a deeper dive.
Can I retire early
I'm a single mom looking to retire early and create a plan around FIRE yet still have to look at college expenses for a child and Long Term Care Insurance. When can I stop saving for retirement? Linda gave me general information on what to focus on especially including knowledge of my expenses per month and Can I live off of 4% of my portfolio, more than being fixated on having 12x my income saved to retire. She also gave me access to the Nectarine Software to analyze if I'm on track and where am I falling short. I would recommend working with Linda!
Grateful for Your Recommendation
Thank you for taking the time to share this review. You came in with thoughtful and important questions, and I’m glad we were able to focus on what mattered most for you and bring clarity to your situation. And I’m happy the software and tools were helpful as you evaluate what’s possible and where adjustments may be needed.
Very helpful!
Linda was extremely knowledgeable and answered all my questions. The summary email had all the information I needed to take action based on our discussion. She even shared a great tool that will help me review my retirement data in more detail. I would recommend speaking with Linda for questions about your retirement!
Thank You for the Recommendation
I appreciate you taking the time to share this. I’m glad we were able to work through your questions in a way that left you with clear, actionable next steps. And I’m happy the summary and tool were helpful as you review your retirement information in more detail.
Great Listener and Strong knowledge of industry
I liked Linda's demeanor and she explained things quite well. She was nonjudgemental and I learned some key facts from her. I feel like my plan forward is strong, and I appreciated her guidance. She has strong, active listening skills.
Appreciate You Taking the Time to Share This
Thank you for taking the time to share your thoughts. Making the most of our time together and tailoring the conversation to what matters most to you is always a priority. I’m glad that came through in our session. And I’m happy the recap and resources were helpful as you move forward.
So glad I gave Nectarine a try
I had a great conversation with Linda. She helped set my mind at ease about a number of financial issues that I've been confused about. She is a great listener and explains things clearly and simply. She sent me a comprehensive email after the meeting with additional resources. Very pleased with my experience and will probably come back again with more questions.
Thank You for the Thoughtful Review
It means a lot to me that you took the time to share this. Being able to talk through questions and bring clarity to what’s been feeling confusing is exactly what these sessions are meant to do. I’m so glad you left feeling more at ease and confident in your next steps. And I’m happy the follow-up email and resources were helpful.
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.