Mindy Crary, MBA
CFP®, Money Coach & Life Planner

Grounding Point

• http://www.groundingpoint.com

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]

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 don't even offer them.  My job is to give you the knowledge you need to assess the costs, risks and benefits of these products yourself.

• 
  From 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]

  My fiance' and I met with Mindy to discuss the delicate subject of combining assets and having a financial plan. Mindy created a very non-intimidating, easy to understand philosophy to help us come up with our plan. I would highly recommend Mindy to anyone wanting to explore their financial options!

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• 
  From 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 has a lot to offer my clients. She seems to have a way of making sense of the complex issues life dumps in our path. . . .and that's cool!   [less]

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"

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• 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

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• 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

  Read more »