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 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.

What I do best is talk to people about their money in a real way. All of the analysis in the world doesn't matter if it isn't personally relevant.

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 with money - I've been told that my talks are not boring or too "finance-y" (if that's a word) - so I would love help in finding individuals or community groups who would be interested in my message!

I am a Certified Financial Planner, CFP(r) 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.

As a ten-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.