Financial Coaching For Life’s Financial Complexities
Questions Come Up. We Believe Everyone Should Have Someone To Help.
1.
Cast Vision & Get Organized
We begin with a 90 minute meeting to establish your vision, goals, & opportunities & take inventory of your current financial situation. Don’t worry, this conversation is not a beatdown where we expect you to have statements & spreadsheets prepared. We want to meet you where you are & help you get to where you’d like to be. It’s as simple as that.
2.
Review Your Action Plan
After our first meeting (Cast Vision & Get Organized) we build & deliver to you a concise snapshot of what you said you are wanting to accomplish, where you are now, & the action items you need to begin taking to get from here to there. In this second 60 minute conversation we come together to talk over that roadmap together. We’ll answer your questions, talk through practical steps, & ensure you’re equipped to to take action.
3.
Office Hours
Questions come up. Life changes. Opportunities arise. We host 90 minute open Office Hours twice per week to field the questions you have & be a source to bounce ideas off of. Don’t have any particular questions but just want to continue learning? Feel free to join & just listen in to the Q&A. Want to pick our brains? Consider us your mental banjo & pick away.
4.
1-On-1 Deep Dives
Have a little more on your mind than usual & want a dedicated 1-on-1 conversation? We are available for our Members at an hourly rate (available to be booked in 15 minute increments). For the best results, before each financial checkup, make sure your Elements® app is up to date. This will help the conversation be more personalized & data-driven.
Financial Organization
Net Worth Tracking
Business Startup & Growth
Cash Flow Planning
Insurance Optimization
Estate Planning
Debt Management Strategy
Real Estate Strategy
College Planning
Tax Questions
Home Purchasing
Introduction to Professionals
Individuals
$375 Start-Up + $69/month
A flat fee for financial coaching. The coaching you need, when you need it, to answer the questions you have. Simple as that.
Couples
$450 Start-Up + $79/month
A flat fee for financial coaching. The coaching you need, when you need it, to answer the questions you have. Simple as that.
Our job is to help you align your money with what’s important to you.
Efficient | Effective | Intentional
We help you navigate the decisions, opportunities, and obstacles that you will face so your money is used efficiently and effectively for what is important to you.
Our role is to help where your life and your money intersect. We serve as a guide to help you make intentional decisions to align your money with your life.
Who We Serve
We help people facing financial decisions that are beyond what they feel equipped to navigate.
Podcasts have been exhausted, books have been dogeared, & YouTube has been scoured—yet they’re still wondering how to actually apply all the information to their lives.
You don’t necessarily need a dedicated financial planner, but you want someone beyond your friends or co-workers to go to with financial questions (no offense to your friends and co-workers).
We help these people.
Let’s Connect.
We’d love to talk and hear what you’re looking for and to see if we can be of help.
Give us a call at 817-437-8121
Email Cade at cade@intentionalmoneymembers.com
or put 25 minutes on the calendar.
Cade Grimm
I’ve worked in the financial services industry for 8 years, the majority of that time spent at trillion-dollar institutions working with individual, families, & institutions managing their wealth. During that time, I found the conversations that give me the most energy are the ones spent with young adults and families in the early stages of wealth accumulation. My role is to help you build a strong financial foundation that allows you to live intentionally & focus on the things that mean the most to you.
Outside of work I enjoy spending time with my wife, Bethany, & son, Jameson. We love to explore trails on our side-by-side, fish, & play golf. When the weather doesn’t cooperate, you can find us inside watching true crime shows.
- Cade Grimm
Co-Founder & Money Coach
Jim Crider, CFP®
I’ve had the opportunity to help tens of thousands of people navigate money decisions. Conversations of hope & dreams, fears & doubts, opportunities & anticipations, obstacles & bumps. It’s an honor to be invited in to those conversations; to be trusted as a guide to help people navigate financial complexities. I view my job in helping people with their money as this—to help our clients identify what is truly important in life then utilize their resources (money, time, & talents) in the most efficient & effective manner to for that purpose.
When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, Arlo, & Adeleine, spending time with my wife, Kendra, or out on an adventure.
- Jim Crider
