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Linda Grizely, CFP®, MSFS, CAP®

Linda Grizely, CFP®, MSFS, CAP®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$350one time
Next Available: Tomorrow, 3:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$4,200one time
Next Available: August 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$400/ month
(billed $1,200 every three months)
5/5 spots available!
Which service is right for me?

About Linda

7
years of experience
23
The Hour meetings
5.00
average review

Bio

Hello! I’m Linda Grizely 🐻 (pronounced Grizzly). If you feel behind, overwhelmed, or like you “should know more by now,” you are exactly the kind of person I love helping. I especially enjoy working with Gen Xers who are juggling priorities, trying to save more, catching up for retirement, or worried they haven’t built “enough” yet. I help you understand where you are financially, clarify where you want to go, and create realistic strategies to move forward with confidence. My approach is collaborative, judgment-free, and practical. You can ask honest questions and discuss your options without shame, confusion, or pressure. Together, we’ll focus on real-life decisions and steps you can follow.

I Can Help You With

401k rollover
Budgeting
Charitable giving
Debt management
Estate planning
Getting started with investing
Insurance
Investing for kids
Portfolio review
Roth conversions

I Enjoy Working With

Divorcees
Families with children
Government employees
Healthcare professionals
LGBTQ+ Community
Millennials / Gen Z
Pre-Retirees
Retirees
Widowed Spouses
Young couples

Personal Stuff

I grew up in Colorado on the front range of the Rockies. I hiked mountains, snow skied, played in fields and creeks, and enjoyed beautiful sunsets. Now I live in the Midwest with my family nearby. I know I am unusual, but I like the weather better here. In my free time I enjoy playing golf (with an incredibly high handicap), singing karaoke, lounging in my backyard, and soaking up the sun.

Education & Designations

CERTIFIED FINANCIAL PLANNER®
Master of Science in Financial Services
Chartered Advisor in Philanthropy

Experience

Financial Wellness Speaker & Educator
Linda Grizely Ventures
2023 – Present
Podcast Host | Real Money, Real Life™
2025 – Present
Founder, Financial Planner
Visions Financial Planning
2023 – 2024
Financial Consultant
Fidelity Investments
2022 – 2023

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Linda Grizely, CFP®, MSFS, CAP® — Fiduciary Financial Advisor | Nectarine