San Diego Community

Mindy Crary, MBA

Member since: Jun 11, 2007
Last activity: Oct 28, 2009

save-9 financial planning

Seattle, Washington 98121

206.971.6231

What Mindy does

save-9 (formerly groundingpoint) gives you answers.

save-9 helps you sleep better at night. It lowers your stress level.

With save-9, your worries about security and the future are greatly diminished. You feel more relaxed-more in control.

Other physical side effects may include recreational travel, owning your own home and enjoying a comfortable lifestyle.

You'll be smarter* and more independent, confident that you're making the right moves to achieve the financial goals you've set for yourself.

You won't feel the pressure to always check with someone else before making decisions. You'll have a firm grasp on what information is most useful (and truthful), and how to quickly obtain that information. You'll know what you're talking about.

save-9 can help you at any stage of your life.

*(Well, technically we can't promise you'll be smarter (or better looking), but you will be better educated, which is a very attractive characteristic.)

What Mindy does best

I help people understand that money is about art and relationships instead of math and science. I dare to say the unthinkable, because I only get paid to give advice, not sell products.

What does Mindy need?

To provide my advice and perspective in a way that is meaningful and that can be of service to others.

Education

I am a Certified Financial Planner, CFP(tm) professional and earned that designation through the American College in Denver, CO.  Prior to that, I received my Master's in Business Administration from Portland State University in Portland, OR and my Bachelor's in Liberal Arts from Pacific University in Forest Grove, OR.

Experience

As an eleven-year industry veteran, I have worked as an Independent Advisor and Asset Manager, an Advisor Practice Management Consultant, and a New Advisor District Manager and Trainer. 


Mindy's location

Seattle, Washington 98121