Plan Your Financial Future with Transparent Advice
Good, honest advisors only do as well as their clients. When equipped with the tools to take control of your financial well-being – you are strategically prepared for whatever may come your way. That’s our philosophy at Graystone Financial.
Plan Your Financial Future with Transparent Advice
Good, honest advisors only do as well as their clients. When equipped with the tools to take control of your financial well-being – you are strategically prepared for whatever may come your way. That’s our philosophy at Graystone Financial.
PROFESSIONAL DESIGNATIONS & AFFILIATIONS
Our Services
The services that we offer at Graystone Financial are designed with you in mind. Every individual, family, and business are different and deserve to be looked at uniquely. Our holistic approach takes what matters most to you and designs a plan that helps you be successful in your financial journey.
What we offer:
- Having an experienced resource
- Portfolios with a purpose
- Creative plans unique to you and your situation
- Portfolio construction with tax mitigation strategies
- Addressing real-life situations and choices
- Clear direction and purposeful planning
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
The Financial Planning Process
Understanding your personal and financial circumstances
- Meeting with you to understand where you’re at and why you’re seeking assistance.
- Gathering information on your current situation. This includes providing tax returns, account statements, and other information pertinent to the situation.
- Sharing what services I offer, my background, and costs for my services.
- Educating you on the financial planning process
Identifying and selecting goals
- Working together to identify what matters most to you.
- Gain a better understanding of you through a holistic lens. Everyone is different; I want to know what makes you and your situation unique.
Analyzing your current course of action and potential alternative courses of action
- Develop an outline of your current course.
- Identify opportunities, strengths, and weaknesses.
- Understand possible routes to achieving your goals.
Developing financial planning recommendations
- I begin your plan using a fiduciary lens, i.e. putting your interests first.
- Prepare the plan according to what matters to you
- Prepare to present the plan
Presenting the financial planning recommendations
- Explain assumptions that are used to develop the plan and offer alternatives
- Find the most succinct, cost-effective ways to reach your goals.
- The process is designed for you to give feedback and ask questions.
Implementing the financial planning recommendations
- You will have clear action items from me. Education will be provided throughout. A plan is only effective if you know exactly what is occurring.
- Setting up follow-up meetings to help ensure progress.
- Getting your accounts in order and you set-up on our technology so you can monitor and track your plan.
Monitoring Progress and Updating
- Regularly scheduled meetings are set so we can monitor your progress long-term.
About Drew
Helping others be successful is what I love doing and is what I do best. I approach every area of my life with this attitude, but especially so with the work I do as a financial planner. Looking through a fiduciary lens and as a CERTIFIED FINANCIAL PLANNER™ professional, it is not only my goal, but also my sworn duty to help put my clients in a position to succeed. That is the root of true financial planning – good, honest advisors only do as well as their clients.
There are several elements that go into helping my clients gain financial clarity. First and foremost, I create value by sparking positive energy and meaningful action, brainstorming what could be, and unapologetically saying it like it is. Awareness to and understanding of one’s financial situation can breed momentum, regardless of whether it’s a good or bad position. Each of my clients can then be equipped with the tools to take control of their financial independence – they should be strategically prepared for whatever may come their way. A great financial plan is concise, simple, and immediately actionable.
In short, we all have aspirations, and I’d love to help you work to pursue yours.
Aside from my work running Graystone Financial Services and servicing clients, I also take an active role in non-profit interests that address a variety of needs including homeless concerns and education in rural Africa. The organizations that I’m currently involved with include The Propel Foundation, ServeInspire, and The DARE Center.
NOTABLE SERVICE
About Drew
Helping others be successful is what I love doing and is what I do best. I approach every area of my life with this attitude, but especially so with the work I do as a financial planner. Looking through a fiduciary lens and as a CERTIFIED FINANCIAL PLANNER™ professional, it is not only my goal, but also my sworn duty to help put my clients in a position to succeed. That is the root of true financial planning – good, honest advisors only do as well as their clients.
There are several elements that go into helping my clients gain financial clarity. First and foremost, I create value by sparking positive energy and meaningful action, brainstorming what could be, and unapologetically saying it like it is. Awareness to and understanding of one’s financial situation can breed momentum, regardless of whether it’s a good or bad position. Each of my clients can then be equipped with the tools to take control of their financial independence – they should be strategically prepared for whatever may come their way. A great financial plan is concise, simple, and immediately actionable.
In short, we all have aspirations, and I’d love to help you work to pursue yours.
Aside from my work running Graystone Financial Services and servicing clients, I also take an active role in non-profit interests that address a variety of needs including homeless concerns and education in rural Africa. The organizations that I’m currently involved with include The Propel Foundation, ServeInspire, and The DARE Center.
NOTABLE SERVICE
Gain Financial Clarity
Looking for clarity on your finances and to see what’s possible with your money? Schedule an appointment with us to speak with an advisor about your unique financial situation. We’ll use that time to get to know you and your needs.
About Graystone
Financial Services
Graystone Financial Services is a full-service financial planning firm based in Austin, TX. Our mission is to be your experienced resource. We pursue this through integrity, transparency, and authenticity. Our goal is to be the most trusted financial planning firm in Austin.
As a CERTIFIED FINANCIAL PLANNER™, we hold ourselves to the highest fiduciary standard. Our clients’ needs will always come first, and our transparent pricing structure reflects this.
Graystone Financial Services was born out of the idea that not all financial planning firms are the same. We aim to be your one-stop financial team. Our clients include entrepreneurs and their businesses, families, and people preparing for retirement.
About Graystone
Financial Services
Graystone Financial Services is a full-service financial planning firm based in Austin, TX. Our mission is to be your experienced resource. We pursue this through integrity, transparency, and authenticity. Our goal is to be the most trusted financial planning firm in Austin.
As a CERTIFIED FINANCIAL PLANNER™, we hold ourselves to the highest fiduciary standard. Our clients’ needs will always come first, and our transparent pricing structure reflects this.
Graystone Financial Services was born out of the idea that not all financial planning firms are the same. We aim to be your one-stop financial team. Our clients include entrepreneurs and their businesses, families, and people preparing for retirement.
Professionals associated with Graystone Financial Services, LLC may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Graystone Financial Services, LLC, and not affiliated with LPL Financial. Tax preparation services offered through Graystone Financial Services, LLC. Graystone Financial Services, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax preparation related services.