Jeff Grimes
Helping Divorced Plans Build a New Life of Freedom and Impact
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More 
Existing customer? Sign in
© 2023 Wealthtender, Inc. All rights reserved.
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Parakaleo Planning
Jeff Grimes
Colorado Springs, Colorado
Serving Clients Nationwide
Helping Divorced Plans Build a New Life of Freedom and Impact
Areas of Focus
- Biblical Finance
- Divorce Financial Planning
- Financial Life Planning
- Loss of Spouse or Partner
- Real Estate Investing
- Retirement Planning
About Me
I have been in the financial services industry since 2008. My initial career aspiration was to serve as a full-time Christian overseas missionary.I struggled to raise support as a newlywed 21-year recent college grad, so I became a financial advisor after learning more about personal finance. I also saw the career as another way to help others.
I felt like a failure and floundered for years, feeling a loss of purpose and carrying a sentiment that I had let my family down. I didn’t have a firm foundation for who I was, so transitions were always a struggle.
As a result of losing hope, I went through a divorce in 2019. I have three amazing kids and am thankful for that season. I have regrets but can also recognize the good that came from it. Since the divorce and relocating to Colorado, I have learned quite a bit about the value of who I am and what I care most about. I have always loved helping, researching, and learning, but now I also love talking to others about what matters and building on that. Having mentors and guides in all areas of my life is critical to keeping me focused on what lies ahead.
I currently split my time between Colorado Springs and Austin, Texas. I enjoy being outdoors. Eating. Traveling. Trying new things. Next on my list is fly fishing.
I am a work in progress. But I press on to take hold of all that has been made available at the Cross. I want to encourage you and help you find a community of others living in freedom and grace.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
Advice Only Network
- CFP Board
- Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- CFP Board
Primary Location
Colorado Springs, CO, USA
Additional Locations
📍 Austin, TX
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
- Blended Family
- Couples
- Divorce
- DIY Investors
- Nonprofit Employees
- Widow
- 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.
Looking for a Flat Fee Financial Advisor?
Looking for a Financial Advisor for Singles?
How to Find an Advice-Only Financial Advisor
Looking for a Christian Financial Advisor?
Looking for a Divorce Financial Planner?
Looking for a Financial Advisor in Colorado Springs, Colorado?
Looking for a Financial Advisor in Austin, Texas?
Leave a Reply