Jonathan Grannick, CFP®
Wonder Wealth LLC
BIO
Please see bio below
Website
https://www.wonderwealthfp.com
Phone
619-537-9680
Address
Virtual, No Office Location
Hi! I’m Jonathan, I oversee the San Diego Financial Advisers Network.
I am also the globe-trotting founder of Wonder Wealth LLC, a virtual financial planning firm that helps “accumulators” who are 10 years or farther from retirement navigate the most pivotal financial years of their lives. My typical client is a high earning individual or family (usually in their 30’s, 40’s & 50’s) who wants a better relationship with money, more peace of mind, less stress, and greater clarity around “how much is enough?” or “what more can we do with our money?”. They’re high achievers who simply lack the time, knowledge, or desire, to keep “going it alone” in managing their finances.
Why work with accumulators in their 30’s – 50’s? Smart moves made sooner in life compound to huge benefits later in life, however the same is true for mistakes made or opportunities missed. Good financial planning is a service that pays for itself many times over.
I’ve lived in multiple countries and created hundreds of financial plans in my career for clients in their 20’s – 80’s. It’s given me a unique perspective around not just money, but life, and the life vision you pursue will most heavily influence your financial decisions. I help my clients create a powerful and inspiring life vision before backing into the money moves needed to make it all happen. Along the way, we explore your money mindset (i.e. money fears, limiting beliefs, insecurities, upbringing, etc), conversations especially important for couples. I come from a family of psychology degrees and the human side of money is a vastly overlooked area many advisers skip over.
I offer “Holistic Financial Planning”, a process that covers all the major areas of your financial life, way broader and deeper than just focusing on investments. This process is an amazing blend of human centered “life planning” and in depth technical “financial planning” (i.e. tax planning, retirement planning, investments, cash flow, etc).
If this resonates, schedule a free 30-minute introductory call with me here to see if we’re a fit to work together. In the call I’ll give my full undivided attention to learning where you are, where you’re trying to go, and share how this process can help get you there.