Seattle Community

Mindy Crary, MBA

Last activity: 1 day ago

Mindy's network

  • Robbin Block, MBA
  • Tom Faley
  • Beckie Bruffey
  • Mike Mitte
  • Rita Perea
  • Paul Medrzycki
  • Dan Halos
  • Mary Blalock
  • Madeline Moline
  • Krisha CatZen
  • J.R.  Rhodes
  • Melissa West

Mutual connections

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Mindy's associations

Grounding Point

Seattle, Washington 98121

206.971.6231

About Mindy

I help people understand their relationship with money as well as traditional financial planning. Using a life planning model, I help them apply this knowledge to get what they want out of life, both now and in the future. 

Too often, financial advice is perceived as a static, inflexible process, and sometimes completely irrelevant to a client's real, current goals and concerns.

Financial discussions and strategies need to be integrated into your real life, so you can respond proactively to the decisions you need to make.

To ensure that I respond to my clients' agendas objectively, I don't make commissions off financial products.  I...[more]

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Mindy's recent activity

Articles by Mindy

Mindy hasn't published any articles yet.

Mindy's compliments

  • Jeanne Neal
    Given on Tue May 13, 2008.

    My fiance' and I met with Mindy to discuss the delicate subject of combining assets and having a financial plan...[more]

  • Dave McFarland
    Given on Sat Mar 1, 2008.

    Mindy has a lot to offer my clients. She seems to have a way of making sense of the complex...[more]

Mindy's blog: Know Your Money

  • The difference between a goal and a task

    While perusing some completely mindless reading this past weekend, I actually learned something . . . which is always somewhat of a bonus, when you were expecting to waste a little time. And, the information is both relevant on a business and personal level! The difference between a goal and a task is based on the "should-ness" (my own made-up word). I "should" pay off debt . . . I "should"

  • Your Relationship With Money

    This is definitely a stream of consciousness entry for me . . . I've been spending the past several weeks doing my annual planning review on myself and my business. It always strikes me how I am pretty good (and obsessive) planning for my business, but I am horrible at planning my personal life! I decided that I want to start making an annual major trip every year. I felt GREAT about that

  • Those nasty assumptions

    You know what they say when you assume something . . . well, financial advisors are ALWAYS assuming things about your future financial situation. It can’t be avoided, really. The reason for this is that no one has a crystal ball, so the only way to give you a reasonable approximation of anything is to establish some parameters. So, what do financial advisors make assumptions about? Savings

Mindy's location

Seattle, Washington 98121

What Mindy needs now

  • Part of my mission is education, and I love doing workshops and seminars for community groups that have individuals who want to understand their relationship...[more]

    Updated Oct 23, 2007

Mindy's activity stats

  • Invited Members Invited 0 members
  • Referrals sent 0 referrals given
  • Referrals received 2 referrals received
  • Biztalk posts 3 Biztalk posts
  • Biztalk comments 19 Biztalk comments
  • Events attended 13 events attended
  • Events hosted 7 events hosted
  • Profile last updated: Jun 02, 2008
  • Member since: Jun 11, 2007