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Plan In Decades. Think In Years.

Live In Days.


Prepare For Tomorrow

While Enjoying Today


We’re Grey Fox Financial, a family-run financial firm interested in bringing honest solutions to honest people. We’re not interested in upselling, product pushing or pressuring anyone into anything. Instead, we’re simply here to educate, simplify and provide a financial plan for those who need it.


We’re Focused On You, Not Your Net Worth


You enjoy working with people who are easy to get along with, and so do we. That’s why we don’t judge those who come through our doors based on their net worth or stage in life. Instead, we're happy to help any hard working, honest folks looking to make a difference in their financial future.


We Commonly Work With


HENRY’s

(High Earner, Not Rich Yet)

Pre-Retirees

Retirees

Business Owners


What You Can Expect From Us


 

Step 1:

 

Introductory Call

 

We offer a complimentary 10-minute introductory call for those who may be interested in working with us. We’ll get to know more about you, ask about your overall financial picture and answer any questions you may have.

 

Step 2:

 

Discovery Meeting

 

Once you’re comfortable with who we are and how we can help, we’ll dive deeper into your current financial standings, future goals and needs. We’ll ask that you bring to this meeting any relevant paperwork outlining your current cash flow, investments, insurance coverage, debt and more. Upon analyzing where you are today with where you want to be, we’ll discuss how to get you from point A to point B through a custom comprehensive financial plan.

 

Step 3:

 

Plan Development

 

Using the information you’ve provided alongside our intuitive tools and technology, we’ll develop a plan centered around maintaining your quality of life today while maximizing the management of your wealth for tomorrow.


 

Step 4:

 

Plan Review

 

As part of our process, it’s important to us that you’re comfortable and knowledgeable about the strategies and solutions we’re presenting. We’ll take the time to review your proposed financial plan with you and answer any questions you may have. In doing so, we want you to be confident in the solutions presented and well-educated on your financial options.

 

Step 5:

 

Implementation

 

When you’re ready, we’ll get to work putting your plan into place. We’ll outline what needs to be done on your end, and we’ll take any actionable steps needed on ours.

 

Step 6:

 

Ongoing Relationship

 

It is our greatest hope that delivering your financial plan is only the beginning of our working relationship. Your finances will evolve and change, just as you do. Because of this, we want to make sure your financial plan is still working as it should.



Wherever You Are In Life, Learn How We Can Help

See Our Services