San Diego Financial Advisor | Fee-Only Fiduciary
Financial Planning & Investment Management for Busy Families & Professionals
Conquer Your Finances While Funding A Life You Love
Serving Clients Locally & Nationwide
WHAT BRINGS YOU WONDER?
“Wonder” is defined as “A feeling of surprise mingled with admiration, caused by something beautiful, unexpected, unfamiliar, or inexplicable”
"GUILT FREE" TRAVEL
MORE TIME WITH FAMILY
YOUR DREAM HOME
YOUR DREAM VACATION HOME
START A BUSINESS - PURSUE YOUR IDEAS
ESCAPE STRESSFUL WORK - PURSUE YOUR PURPOSE
START A CHARITY - IMPACT THE WORLD
ACHIEVE GREATER WORK LIFE BALANCE
We help you financially prepare for tomorrow, so you can live more boldly for today
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Simplify Your Money & Your Life
Embrace Minimalism. The paradox of choice is real. We cut through the noise and provide you with a clear set of next steps (for your money and your life). Simplicity isn’t just nice, it’s necessary for taking action.
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Make Better Financial Decisions, Now.
You don’t know what you don’t know. Benefit from the 1 on 1 guidance and oversight of an experienced CFP® professional so you can bring your goals closer today. Your life is now, let’s get after it, together.
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Your Financial Safe Space.
Money is emotional, intimidating, & often taboo to discuss. We provide a judgement-free space to explore your fears, insecurities, and mindset around money (and that of your partner!)
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Explore Yourself.
You love exploring the world, we prioritize exploring you as well (i.e. Your relationship with money, values, your partner’s, how they mesh, your financial upbringing and how it’s shaped you)
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Ditch the Stuffy Experience.
No stuffy board rooms, suits, or confusing financial jargon. A down to earth relaxed meeting experience you feel comfortable in.
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Virtual. Tech Driven.
Meet from the comfort of your home. We use cutting edge technology to make the process easy and engaging.
Money is Emotional.
We aim to transform your experience around money.
Lost ➜ Empowered
You are the hero, we are the guide. Where would Luke Skywalker be without Yoda? We help you reach your highest potential.
Embarrassed ➜ Inspired
Feel inspired, not judged. We aim to motivate & inspire you, celebrating all your wins along the way.
Anxious ➜ Reassured
A plan helps fight off anxiety so you can be present with your life today. Worry less so you can be present more.
Procrastination ➜ Action
Start taking action, now. Time is money & procrastination is often far worse than a “subpar investment”.
Confusion ➜ Clarity
Finally be clear on “what to do” with your money so it’s working for you and bringing your ideal life closer each day.
No Time ➜ Make Time
We make your money our priority so you can prioritize you time on what you do best or whatever matters most to you.
Fearful ➜ Encouraged
Overcome disabling irrational fears, get educated, & feel encouraged after seeing what your money can do for you.
Overwhelmed ➜ Confident
Feel more confident in your money moves. Simplify your financial to-do list, backed by your vetted financial plan.
You Deserve an Adviser Who Cares
I get it, life can be hectic and planning your finances tends to fall to the backburner. I grew up watching my parents approach money the same way without any professional oversight. I’ve seen the consequences, they are significant, painful, far reaching, yet completely avoidable.
I want it to be different for you!
I’m here to guide you towards a life of options, not limitations.
- Jonathan Grannick, CFP®
3 Steps to Realize Your Life Vision
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1. (You) Schedule a Complimentary Call
A virtual video call to see if we’re a good fit. Finding the right Financial Advisor can be tough, we pledge to help you with that, even if it isn’t us.
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2. (We) Build The Plan
We help you create an inspiring life vision through exercises that identify your needs, wants, and wishes, then create a plan around them. Your plan will include sleek reports, custom recommendations, and step by step action items.
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3. Bring Your Vision to Life (Together)
Bottom Line: We help you get sh*t done so you can start making money (and life) moves that bring you closer to a lifestyle you’ve intentionally designed.
The Wonder Wealth Blog
Let’s Talk!
Stop worrying about your money, start investing in your future. Let's talk about how we can help address your financial concerns & guide you to a life of financial freedom. Schedule a free intro meeting or send us a message.