Grandview Square Financial

We Help You Create Financial Security the Right Way. "Let's Make a PLAN!"

Financial Security is not created solely by landing the right job or starting the right business or even making a lot of money.

Financial Security is not created solely by buying the right investment at the right time.

Financial Security is created by:

Discipline - The best investment is the one that gets done

Alignment - Discovering and revisiting your goals; aligning your resources with your highest held values

Patience - The best plans need time to realize their ultimate potential

Wisdom - Seeking wisdom helps you chart a course and stay the course

Vision - The best test of a planning strategy is the test of time. Will our future self be pleased with the decisions we made today?

Coaching - Someone you trust to keep you accountable and alert you to blind spots: The world's top athletes and business leaders have personal coaches. Shouldn't you too?

Our mission is to help our clients create financial security by becoming more deliberate and intentional in their financial planning; aligning their resources with their highest-held values through coaching and sound advice.


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What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck