Grand Capital Mgmt

How can someone expect their finances to reflect what they really want? It starts with discovery and purpose. What do values mean to you? How can you align your values to your finances?... Go to our page and download the Life Map! It will help you discover what is most important to your life. This is just one question we answer. Go to our page to learn more!

When was the last time your financial advisor asked how you would like to be remembered? In today's pandemic environment it's important to address more than your portfolio, performance, or what product is "suitable" for you. It's now a necessity to understand what motivates you as a person! How does something like COVID-19 make you feel? And how does it relate to your finances?

We thought we would share some helpful tips for people searching out the right financial advisor to work with. Are you working with the right advisors?