Jeff Grimes
CFP®
Parakaleo Planning
Founder and Financial Advisor
Jeff Grimes
CFP®
Parakaleo Planning
Founder and Financial Advisor
My purpose is to give clarity and counsel to others as they go through a life transition. I help you make you decisions based on your values and life mission. - Jeff Grimes, CFP®
Fee-Only financial planner located in Colorado Springs, CO, and Austin, TX. Offers hourly and project engagement planning to those looking for a plan centered on their values.
Jeff Grimes is a Colorado Springs, CO, and Austin, TX, fee-only financial advisor serving clients locally and across the country. Parakaleo Planning provides comprehensive financial life planning to help clients, including those going through a divorce. He helps you organize, grow and protect your assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeff Grimes is never paid any commission. He has a legal obligation to provide unbiased and trustworthy financial advice.
Jeff Grimes is a Colorado Springs, CO, and Austin, TX , fee-only financial planner and Founder of Parakaleo Planning.
I started Parakaleo Planning with a vision to bring hope to those who need it after divorce or even those in a life or career transition.
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. I currently split my time between Colorado Springs and Austin, Texas.
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.
Advice Only Firm centered on life planning for divorced dads and Christians in life transitions.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Life Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Christians In Transition
- Divorced Dads
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Hourly Planning
Professional Designations & Affiliations
-
Jeff Grimes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Jeff Grimes is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Jeff Grimes
Office Locations:
-
Virtual Appointments
Colorado Springs, CO 80922 -
551 S I-35 Frontage Rd
Suite 300
Round Rock, TX 78664
