Jeff Grimes

Fee Only Advisor for Christians going through life transitions

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Parakaleo Planning Jeff Grimes
New Braunfels, TX

Serving Clients Nationwide

Fee Only Advisor for Christians going through life transitions

Areas of Focus

  • Biblical Finance
  • Divorce Financial Planning
  • Faith-Based Investing
  • Financial Life Planning
  • Retirement Planning

About Me

Jeff Grimes is a financial planner who embarked on a career path driven by his desire to help others. Initially aspiring to become a full-time missionary, he transitioned into the financial advisory field after struggling to raise support.

He has been motivated to help others be equipped and confident to do the work the Lord has called them, not letting finances limit the possibilities.

Jeff graduated from the University of Texas at Austin with a Bachelor’s Degree in Sport Management with a minor in Business Administration. He is a huge Longhorn fan and devotes too many fall Saturdays to following them and the rest of college football.

Currently splitting his time between Colorado and Central Texas, Jeff finds solitude and adventure in outdoor activities, exploring new cuisines, and traveling. He embraces personal growth, seeks guidance from mentors, and aims to encourage others in their pursuit of freedom and grace.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Advice Only Network
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • Kingdom Advisors
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

New Braunfels, TX

Additional Locations

📍 Austin, TX

📍 

📍 San Antonio, TX

📍 Colorado Springs, CO

Meeting Options

  • Video Conference
  • In-Person

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. Our first meeting will be a complimentary session to learn more about you and your family, what is important to you, and any immediate pressing concerns. We will discuss the financial life planning process and see which of our services is a good fit for everyone involved. I look forward to speaking with you.

About our Firm

Parakaleo Planning is an Advice Only Firm centered on life planning for divorced dads and Christians in life transitions.

✅ Financial Life Planning

Financial life planning is different from traditional financial planning as it is based on uncovering your ideal life and then building your financial plan centered on those ideas rather than just your money.

I initially ignore current circumstances and present problems and focus on creating the ideal life from a blank canvas by answering a few thought-provoking questions. After you paint a picture of the ideal life, I make sure to build your financial plan so that you are intentionally moving in that direction. The process will help you identify and overcome obstacles and find alternatives that are more consistent with your ideals.

✅ Advice and Fee Only

I focus on providing value to you while operating in your best interests by minimizing the conflicts of interest in the financial services industry. I do not manage money or sell any products. I do not have control over your investments or require you to make any changes or move any accounts to receive services. I am providing a fee-only service.

The aim of providing this model is that you can get advice and life planning without having a minimum level of assets or net worth.

Education

The University of Texas at Austin, B.S, Sport Management

Badges

Hobbies and Interests

  • Basketball
  • Beach
  • Board Games
  • Camping
  • Church
  • Cooking
  • Eating Out
  • Exercising
  • Family
  • Football
  • Gardening
  • Grilling
  • Hiking
  • Reading
  • Relaxing
  • Sports
  • Swimming
  • Tennis
  • Traveling
  • Wine
  • Working Out
  • Writing

Who We Serve

  • Christians
  • Couples
  • Divorce
  • DIY Investors
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Nonprofit Employees
  • Parents
  • Widow
  • Women in Transition
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.